Assessor Financeiro ToolInstall

Summary

Create a financial goal for the user by sending its details to the Assessor Financeiro API. Provide the goal name and target amount; optionally include its type, current progress, dates, priority, notes, appearance, linked accounts, milestones, and contribution schedule.

Inputs

• Telefone (required) — User's phone number, supplied by the workflow rather than the AI.
• Nome da Meta (required) — Descriptive name for the goal.
• Valor Alvo (R$) (required) — Target amount in reais; the node converts positive values to cents for the request.
• Tipo da Meta — Goal type: savings, purchase, travel, investment, emergency, debt payoff, or custom. Defaults to savings.
• Valor Atual (R$) — Amount already saved in reais; positive values are converted to cents. Defaults to 0 and is omitted from the request.
• Prazo — Deadline in YYYY-MM-DD format.
• Prioridade — Normal (0), high (1), or urgent (2); defaults to 0.
• Observações — Additional notes about the goal.
• Ícone — Optional emoji or character for the goal.
• Cor (Hex) — Optional hexadecimal color.
• Milestones (JSON) — Optional non-empty JSON array of goal milestones; invalid or empty arrays are omitted.
• Data de Início — Optional start date in YYYY-MM-DD format.
• Conta da Meta (ID) — Optional ID of the main account associated with the goal.
• Conta de Reserva (ID) — Optional ID of the account used to hold reserved funds.
• Frequência de Contribuição — Optional contribution schedule: weekly, biweekly, or monthly; the default is no recurrence.
• Dia do Mês (1-28) — Day for monthly contributions; defaults to 1.
• Dia da Semana (0-6) — Day for weekly or biweekly contributions, where 0 is Sunday and 6 is Saturday; defaults to 1.
• Valor da Contribuição (R$) — Optional fixed contribution amount in reais, converted to cents when positive.
• Descrição da Tool — Optional description the AI reads to decide when to use this tool; if empty, the operation's default description is used.

Output shape

A single API response record per input item.

The node posts the goal data and phone number to the API. Optional fields that are empty, null, or zero are generally omitted; priority 0 and weekday 0 are retained. With Continue On Fail enabled, an error is returned as an {"error": "..."} record.

Links

• n8n community nodes installation guide