Balances

Loyalty-point balances a member has told Miles about, and the reconciliation questions a transactions agent could answer.

get_balances

The loyalty-point balances the user has told Miles about -- Ultimate Rewards, Membership Rewards, airline and hotel currencies. To RECORD one, see set_balances.

Scope	Quota
`miles:read`	standard

Name	Type	Required	Description
`programs`	`string[]`		Loyalty program names to limit the read to, e.g. `["Chase Ultimate Rewards", "Marriott Bonvoy"]`. Omit for every balance on file.

get_reconciliation_needs

QUESTIONS, not assertions, about the wallet that transaction data could answer -- the division of labor with a transactions agent (Copilot Money's MCP or similar): Miles knows what a transaction would MEAN; the agent knows where transactions ARE. Miles never sees spending, so it cannot confirm anything here itself.

Scope	Quota
`miles:read`	standard

No parameters.

set_balances

Record loyalty-point balances you have READ or reconciled -- from a statement, an account page, or something the user told you. Requires reconciliation write access (the narrower of the two write grants). undo_balance_write reverses any call to this one.

Scope	Quota
`miles:write:reconcile`	standard

Name	Type	Required	Description
`entries`	`object[]`	required	A list of rows, one per loyalty program, even for a single row. Each row is `{program, points, as_of?, expires_on?, cardholder?, confirm?}`. `program` is the program's full name as Miles spells it; `points` a whole number; `as_of` an ISO date the reading was accurate, defaulting to now; `expires_on` an ISO date the points expire, only ever one you READ, never one you worked out; `cardholder` a household member's name or id, omitted for the account holder's own balance; `confirm: true` re-affirms a row a previous call flagged for review. Any `source` field is discarded; every row is stamped `agent_reconciled`. Replaying the same batch overwrites in place.

undo_balance_write

Put back what the balances looked like before one set_balances call. Requires reconciliation write access, the same grant set_balances needs.

Scope	Quota
`miles:write:reconcile`	standard

Name	Type	Required	Description
`history_id`	`integer`		The `history_id` a `set_balances` call returned. Omit it to reverse the most recent balance write this app made that has not already been undone.