How to talk to Lucius
Talk to Lucius like a financial advisor who already has your numbers open — specific and direct, not formal.
Be specific about the ask
He has your real data, so specifics get checkable answers:
- “How much did I spend on restaurants in July?” → a real number, not a generic tip.
- “Add a $42.50 transaction at Trader Joe’s today, groceries” → added and reported back.
- “Why did my net worth drop this month?” → he traces what moved, not guesses.
Ambiguous (which account, month, or similarly-named payee)? He’ll ask rather than pick silently when it matters — an amount, account, or date that changes the answer.
He won’t dump data you didn’t ask for
Replies are short by default. He won’t unpack your entire portfolio, budget, or memory unless the question calls for it — that context is there to use, not recite. Want the full picture? Ask directly (“give me a full breakdown of…”).
Point at specific things instead of describing them
@-mention an account, transaction, or holding and he resolves it to real, current data instead
of guessing from the name. See Mentioning things in chat.
He can see your screen
On the app’s instrumented tabs (Overview, Accounts, Investments, Asset detail, Plan, Tax), Lucius already knows what’s visible — “why did this drop?” while looking at a chart already carries enough context. Nothing in a password or credential field is ever included.
What he’ll tell you honestly
- No tool or connector for the request? He says so instead of pretending.
- A permission set to
blocked? He tells you it’s blocked and why, not retrying silently. - Asking him to move money out of the app entirely (see what he can’t do)? He tells you that’s not something this app can do.
- A request assumes he remembers something you never told him? He won’t fake it — only facts he was explicitly asked to remember, or that are already visible in your data. See Memory.
Automations and skills change the interaction, not the honesty
Once you’ve saved a skill or scheduled an automation, talking to Lucius — or letting him run unattended — still follows all of the above: the same tool-by-tool permission levels apply whether you’re watching or not.