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Assessor Financeiro Tool

Tool do Meu Assessor Financeiro para uso com AI Agents

Atualizar Investimento

AI-generated

Summary

Update an existing investment for the specified phone by sending its ID and any non-empty name, institution, or current value to the Assessor Financeiro API. The current value is entered in reais and converted to centavos; values of zero are omitted, so leave it unchanged by keeping the field at its default.

Inputs

  • Descrição da Tool — Optional guidance that tells the AI agent when to use this tool.
  • Telefone (required) — User's phone number, supplied by the workflow.
  • ID do Investimento (required) — ID of the investment to update.
  • Nome do Investimento — Replacement investment name; omitted if empty.
  • Valor Atual (centavos) — Despite the label, the source converts this number from reais to centavos (multiplies by 100). A value of 0 is omitted.
  • Instituição — Replacement financial institution name; omitted if empty.

Output shape

A single item containing the API response as JSON.

The operation sends an update_investment action with the phone and investment data to the configured API. With Continue On Fail enabled, errors are returned in an item as {"error":"…"}; otherwise they are thrown.

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