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Assessor Financeiro Tool

Tool do Meu Assessor Financeiro para uso com AI Agents

Criar Conta Bancária

AI-generated

Summary

Create a financial account in the user’s workspace, such as a digital wallet, checking or savings account, cash wallet, or investment account. The node sends the account details and user’s phone to the Assessor Financeiro API.

Inputs

  • Telefone (required) — User’s phone number, supplied by the workflow rather than the AI.
  • Nome da Conta (required) — Account name, such as “Nubank” or “Carteira”.
  • Tipo de Conta (required) — Account type: digital wallet (default), checking, savings, cash, or investment.
  • Saldo Inicial (R$) — Initial balance in reais; defaults to 0.
  • Nome do Banco — Bank name, if applicable.
  • Conta Padrão? — Defaults to false. Set true to make this the default account for new transactions.
  • Descrição da Tool — Optional guidance for the AI on when to use this tool; if empty, the operation’s default description is used.

Output shape

A single API response record, returned as an n8n item’s JSON.

The operation creates the account as a side effect. The response fields depend on the API; errors are thrown unless the node is configured to continue on fail.

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