Workflows, prompts, and guides - Redbark Sync

For multi-step tasks, your AI can use composite tools instead of assembling every API call itself. Prompts supply a task brief; guides explain the sequence and prerequisites.

Composite tools

Tool	What it does	When to use it
`account_overview`	Groups accounts by institution and fetches banking balances	”What do my accounts look like right now?”
`spending_summary`	Totals a month of spending by category and account	”What did I spend in July?”
`setup_sync`	Creates a sync against an active destination and queues the first run	After choosing a destination and accounts
`diagnose_sync`	Reads a sync, recent runs, connection, and destination to recommend a fix	”Why is my Sheets sync failing?”
`connect_bank`	Finds an institution and creates a link session	”Connect my ANZ account”

Bank and destination authorisation still require you to complete the returned link. The AI cannot finish the consent screen for you. Use setup to connect your AI client first.

Prompts

Clients that support MCP prompts can offer these as slash-style commands. They insert a brief telling the AI which tools to use and how to report the result.

Prompt	Arguments	What it covers
`set_up_sync`	`destination_type`, `accounts` (both optional)	Authorise a destination, choose a target and accounts, create the sync, watch the first run
`monthly_spending_review`	`month` (optional, `YYYY-MM`)	Spending by category and account with current balances
`fix_failing_sync`	`sync` (optional)	Diagnose a sync that needs attention and apply the recommended action
`connect_bank`	`institution` (optional)	Start bank consent and confirm the new connection and accounts

Guides

Before a multi-step task, the AI can call redbark_guide with a matching topic. Guides are condensed from the documentation:

onboarding: connect a bank, authorise a destination, first sync.
syncs_and_destinations: sync types, destinations, mappings, runs, and resync.
rules_and_categories: rulesets, rules, preview, taxonomy, and source claims.
events_and_webhooks: event destinations, events, redelivery, and signatures.
errors_and_scopes: errors, request ids, scopes, and plan gates.
api_conventions: public ids, lists, pagination, idempotency, and versioning.

For individual tool arguments, see tools and arguments. If a workflow fails, see troubleshooting.