How Clatri works
Clatri is an agent: an environment orchestrated by an LLM with tools to help you with your finances, health, and personal or corporate management. Its architecture is composed of 4 subagents, each specialized in a distinct domain.
More than 200 tools in total. Each one is a real function that operates on your data with row-level security (RLS) — it only accesses data from your active entity or from entities shared with you, respecting the editing permissions, domains, and access levels configured by the owner.
The root agent: ClatriAgent
The orchestrator. It receives your message, loads your conversation history, identifies your intent, and decides which expert to delegate to. It manages entities (personal, business, team), agent personality, user feedback, and general web searches. If your question crosses domains — "how much have I spent on health this month and what medications am I taking?" — it coordinates multiple experts and combines their responses.
It includes a hallucination detection system: a guardrail model verifies that the actions reported by the agent were actually executed, and if it detects a hallucination, it retries with an explicit correction.
Financial Expert
Manages multi-currency bank accounts, credit and debit cards, income, expenses, recurring payments (subscriptions), obligations (debts payable and receivable), savings, investments (CDs, funds, stocks, crypto, bonds), assets (real estate, vehicles), transfers between accounts, domains, and expense groups. With more than 90 tools, it is the most complex agent in the system.
It has its own sub-agent: the Statement Expert, specialized in batch processing bank statements and financial documents — it reconciles transactions, detects duplicates, identifies hidden charges, and registers transactions in bulk from CSVs, PDFs, or images.
Health Expert
Manages chronic conditions, health episodes (temporary illnesses, flare-ups), prescriptions and treatments, medications with dosing schedules, medical documents (clinical histories, lab results), health activities (symptoms, appointments, vaccinations), body metrics (weight, blood pressure, glucose), and menstrual cycle tracking. More than 30 tools with an empathetic, supportive tone.
Management Expert
Manages quick tasks with sub-tasks and recurrence, habits with streak tracking, calendar events with alarms, bookmarks (things you want to save) with tags, and a personal timeline (life events, achievements, memories). More than 35 tools oriented toward daily organization.
Docjects Expert
The name comes from the combination of documentation and projects. In the Clatri app, it allows you to create projects — complex groups of tasks that need continuous tracking, with Kanban boards, sprints, story points, and assignments.
Behind the scenes, we're prototyping an additional layer: software project documentation with markdown and JSON files in different views that are saved directly to the user's repository — not on our servers — so they can take it to their code editor and give context to the LLM. For now, this documentation layer is not available in the app; only project management is. We may offer this tool in the future.
When you tell Clatri "register a 50,000 expense for groceries," the root agent recognizes the financial domain, delegates to the Financial Expert, which invokes the register_expense tool with the correct parameters, and the transaction is recorded in your database — all in a natural conversation.
That is agency. A system that perceives your intention, reasons about your context, and acts in the real world to close the gap between what you want to do and what you actually end up doing. The same gap Aristotle identified 2,400 years ago — only now, for the first time, we have the technology to begin closing it.