> ## Documentation Index
> Fetch the complete documentation index at: https://breadbox-mintlify-7401d007.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Report MCP reference

> Submit an agent report to the household dashboard.

Reports are how an agent signals "I did work — here's what happened and what you should know". Each report shows up in the household's dashboard feed as a message from the agent, with a title (the headline), a markdown body (the detail), a priority, and optional tags.

This tool is **Write** scope. The same resource is also exposed via REST at [`POST /api/v1/reports`](/api/overview).

***

## submit\_report

Send a message to the family's dashboard.

The `title` IS the message — it's rendered as the primary line in the dashboard feed, like a direct message. Most users will only read the title. Write it as a complete past-tense sentence with specific numbers and outcomes.

The `body` is where structure, headers, and detail go — the UI renders markdown with `##` section headers, bullet lists, tables, and inline transaction links (`[Transaction Name](/transactions/ID)`).

Call `get_reference(kind="report-format")` for the full style guide and report templates (review report, spending report, anomaly report).

### Parameters

<ParamField path="title" type="string" required>
  Concise 1–2 sentence summary. This is the primary thing the family sees. Good: "Reviewed 47 transactions this week — 3 recategorized and no suspicious activity found." Bad: "Weekly Review Complete" (too vague).
</ParamField>

<ParamField path="body" type="string" required>
  Markdown body with sections, bullets, and transaction links. Use `##` headers. Skip `#` entirely.
</ParamField>

<ParamField path="priority" type="string" default="info">
  `info` (routine updates), `warning` (needs attention), `critical` (urgent action).
</ParamField>

<ParamField path="tags" type="array of strings">
  Short labels for categorizing reports (e.g. `weekly-review`, `anomaly`). Max 10.
</ParamField>

<ParamField path="author" type="string">
  Custom author name (e.g. `Review Agent`, `Budget Monitor`). Overrides the API key name for display.
</ParamField>

### Example input

Author the markdown body first — this is what the household sees rendered in the dashboard feed:

```markdown theme={null}
## Summary
- Reviewed: 47 transactions (approved: 44, recategorized: 3)
- New rules created: 1 (Starbucks → coffee)

## Rules Created
- name: Starbucks → food_and_drink_coffee (matched 12 transactions retroactively)

## Recategorized
- [STARBUCKS #4591](/transactions/k7Xm9pQ2) — was misfiled under general; now coffee
- [UBER TRIP](/transactions/k8Yn0qR3) — moved from travel to ride_share
- [APPLE.COM/BILL](/transactions/k9Zo1rS4) — moved to subscriptions

## Observations
No unusual charges. Monthly dining is tracking $340 below February.
```

Then encode the markdown into the `body` field on the tool call. Newlines become `\n`:

```json theme={null}
{
  "title": "Reviewed 47 transactions this week — 3 recategorized, no suspicious activity.",
  "body": "## Summary\n- Reviewed: 47 transactions (approved: 44, recategorized: 3)\n- New rules created: 1 (Starbucks → coffee)\n\n## Rules Created\n- name: Starbucks → food_and_drink_coffee (matched 12 transactions retroactively)\n\n## Recategorized\n- [STARBUCKS #4591](/transactions/k7Xm9pQ2) — was misfiled under general; now coffee\n- [UBER TRIP](/transactions/k8Yn0qR3) — moved from travel to ride_share\n- [APPLE.COM/BILL](/transactions/k9Zo1rS4) — moved to subscriptions\n\n## Observations\nNo unusual charges. Monthly dining is tracking $340 below February.",
  "priority": "info",
  "tags": ["weekly-review"],
  "author": "Review Agent"
}
```

### Example output

```json theme={null}
{
  "id": "R9Xm2pQr",
  "title": "Reviewed 47 transactions this week — 3 recategorized, no suspicious activity.",
  "body": "## Summary\n- Reviewed: 47 transactions (approved: 44, recategorized: 3)\n...",
  "priority": "info",
  "tags": ["weekly-review"],
  "author": "Review Agent",
  "created_by_type": "agent",
  "created_by_id": "ak_01HT...",
  "created_by_name": "Review Agent",
  "read_at": null,
  "created_at": "2026-04-23T14:55:00Z"
}
```

<Note>
  The session link is recorded server-side (the session row gets a `report_id`) but is not echoed back on this response — the submission carries `session_id` in, not out.
</Note>

### Report priorities

| Priority   | When to use                                                                        |
| ---------- | ---------------------------------------------------------------------------------- |
| `info`     | Routine updates, weekly summaries, expected reports.                               |
| `warning`  | Items needing attention soon — unusual charges, potential duplicates, data issues. |
| `critical` | Urgent issues — suspected fraud, large unexpected charges, connection failures.    |