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How Clatri works

Clatri is an agent: a system that understands your intent, consults your context, and acts within the limits you give it. To do so it leans on domain specialists.

More than 180 tools in total. Each operates on real data with access controls, entities, shared permissions, and security rules that limit what the agent can see and edit.

The root agent: ClatriAgent​

The orchestrator. It receives your message, understands what you want to do, and decides which specialist should step in. If your request mixes several contexts, it coordinates the response and the final action.

It handles:

  • Entities: your personal, family, professional, or business context.
  • Conversational memory: continuity between messages and prior decisions, queried on demand with buscar_memoria.
  • Product documentation: answers about what Clatri does and how each feature works, queried with buscar_documentacion.
  • Documents and attachments: files you upload for other specialists to analyze.
  • Web search: when you need to verify changing data on the internet.
  • Agent preferences: how you want it to respond and help you.

Finance Expert​

Manages your entire financial layer:

  • Bank accounts multi-currency with balances and movements obtained via bank integration when available, via statements you upload, or via direct entry in chat
  • Cards credit and debit, with per-currency debt on credit cards
  • Expenses and incomes with categories, receipts and notes
  • Recurring payments for income or expense, like subscriptions, services or periodic charges
  • Obligations — debts payable and receivable with interest (simple/compound)
  • Savings (pockets inside accounts) with goals and transfers
  • Investments — CDs, funds, stocks, crypto, bonds with events (contributions, dividends, withdrawals)
  • Assets — real estate, vehicles, valuables
  • Transfers between accounts and portfolios
  • Budgets by expense category
  • Web domains with provider, expiration, and renewal cost
  • Expense groups to group transactions for a common event or purpose
  • Counterparts — contacts linked to your transactions ("how much did I spend on mom this month?")
  • Batch logging — you can dictate several transactions at once and the agent registers them all

In business entities it can also track:

  • Sales items to register products or services and follow commercial activity

It also includes the Statement Expert, focused exclusively on importing bank and card statements. It analyzes the document, prepares a guided review, and lets you confirm, correct or discard movements before recording them.

Health Expert​

Manages your health information with special care around privacy and context:

  • Conditions chronic and lifestyle (diabetes, hypertension, keto diet, fitness program)
  • Episodes — temporary illnesses and flare-ups of chronic conditions
  • Prescriptions and medications with intake times and reminders. Medications always belong to a prescription
  • Medical documents — clinical history, lab results, authorizations
  • Health activities — symptoms, doctor appointments, vaccines, one-off measurements
  • Body metrics — weight, blood pressure, glucose, temperature with historical tracking
  • Menstrual cycle — period logs with predictions, symptoms and flow

When you upload a medical document, it can help you organize it, summarize it, and turn it into useful tracking inside the app.

Administration and productivity Expert​

Your personal administration center with a documentary workspace, kanban boards, lists, and a unified contact directory:

  • Spaces — top-level workspaces (Work, Personal, Content…) with icon, name, and a document-style editable body
  • Pages nested inside a Space (or inside another page), with a block editor: paragraphs, headings, lists, to-dos, quotes, dividers, code, images, tables, and inline cards referencing other pages, boards and reminder lists
  • Boards — kanban view with columns, embeddable inside a page or hanging directly off a Space; cards with drag-and-drop between columns
  • Tasks with status, priority, due date, assignee, and editable description; can live standalone, inside a page, inside a board column, or as a sub-task of another task
  • Reminder lists — named containers (Groceries, Medical to-dos…) with lightweight items you can mark as done without them disappearing from history
  • Habits with customizable frequency (daily, weekly, specific days), streak tracking, and a 12-week GitHub-style contribution grid
  • Calendar with events, alarms, reminders and recurrence
  • Contacts — unified directory shared with Money (the same contact appears as expense counterpart in Money and as task assignee in Administration without duplication)

The Administration agent manages all of the above via chat: creates, edits, moves, and deletes spaces, pages, boards, columns, tasks, lists, reminders, habits, calendar events, and contacts. The UI is still the preferred path when you want to see and manipulate visually (drag-and-drop on boards, the block editor, the habits grid).

The interface​

The app is organized in tabs from the navigation bar or panel:

  • Money — your financial dashboard
  • Administration — personal or corporate productivity (Spaces, pages, boards, tasks, reminder lists, habits, calendar, contacts)
  • Health — health tracking (personal entities only)
  • Settings — configuration, subscription, data export

The chat with Clatri opens fullscreen from the center button. Whichever screen you're on, the agent automatically receives context about what you're looking at — which account is open, which task you're editing, which Space you're browsing — and can act on it without you having to spell it out.

Dashboards​

Each domain has its own dashboard as its main screen:

  • Money: overall balance, net worth, spending and income trends, list of accounts and cards, financial summary with charts
  • Administration: Spaces tree, upcoming tasks (Overdue / Today / Tomorrow / This week / Later / No date), reminder lists, Contacts directory, habits with their consistency grid, calendar
  • Health: body metrics with history, menstrual cycle tracking, active conditions, recent episodes

Dashboards give you a quick view of your information. You can also record and edit data directly from the UI, but the most comfortable and fastest way to control your data is the chat.

The chat​

You can send:

  • Text — written messages, from simple instructions to complex requests
  • Voice — audio messages the agent transcribes and processes
  • Files — images, PDFs, bank statements, medical documents

The agent replies with text and, when the information warrants, with interactive widgets: cards with key data, tables, task lists, account views, charts. It's not just text — the response adapts to the type of information being shown.

Clatri doesn't just converse: it acts. If you ask it to log an expense, organize a task, review a statement or summarize a document, it uses the right specialist and executes that work over your information.

All of this happens with access controls, private storage, and additional protection layers for your most sensitive information. The full explanation is in Security and privacy.