• DATA
  • CURRENCY
  • SOURCES
  • HUMAN

How to monitor reward account balances with your AI

Connect Tango to your AI client once. After that, you can pull live funding data and currency rates directly into your chat.

Ask AI about this page

Short answer

How can I check my reward funding levels?

Your AI pulls live data from your accounts and checks current exchange rates to see if you have enough capital. You'll get a clear view of your available funds and currency values. Here is the breakdown of how this works.

The outcomes.

Real-time capital visibility.

Your AI handles the data retrieval so you can focus on managing rewards.

DATA

Live balance checks

The AI uses account tools to fetch current funding levels. You get exact numbers for your reward accounts immediately.

CURRENCY

Current exchange rates

The agent pulls latest rates to show how much your capital is worth in different currencies. This helps you plan for upcoming reward payouts.

SOURCES

Funding source overview

You can see where your capital is coming from. The AI lists your available funding sources to help you track liquidity.

HUMAN

Manual fund transfers

The AI only reads data and reports status. You still need to log in to your primary dashboard to actually move money or execute trades.

The workflow

What your AI does when you ask for a balance check.

The AI acts as a bridge between your chat interface and your financial data.

  1. Identify accounts

    The AI finds the specific reward or funding accounts you are asking about.

    list_accounts
  2. Fetch balances

    The agent pulls the exact amount of capital currently sitting in those accounts.

    get_account
  3. Check rates

    To give you the full picture, the AI looks up the latest currency conversion values.

    get_exchange_rates
  4. Verify sources

    The AI checks your available funding pools to ensure you can cover your next reward cycle.

    list_funding_sources

Try it

Copy these to start.

Use these prompts to get moving.

Starting points

These are basic requests. Swap out the account names or currency types to match your specific setup.

Tango Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_v934nKKHt96Oj4ldShgrZ5XYrxy76ILi600Cf69w/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Tango capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "tango-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_v934nKKHt96Oj4ldShgrZ5XYrxy76ILi600Cf69w/mcp"
    }
  }
}
Copy into chat04
  • What is the current balance in my primary reward account?

  • List all my funding sources and tell me if I have enough for the next payout.

  • Check the exchange rate between USD and EUR for my account balance.

  • Show me a summary of all my accounts and their current funding levels.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Tango once, then ask.

Just follow the link to connect. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Tango to your AI

FAQ

How the monitoring works

  • 01

    Can my AI move money between accounts?

    No. The AI can only read account data and exchange rates. You must perform all transfers manually through your financial platform.

  • 02

    Does the AI update my account settings?

    No. The AI is limited to retrieving information. It cannot change your account configurations or security settings.

  • 03

    How often does the AI see new exchange rates?

    The AI pulls the most recent rates available through the tool every time you ask a question.

  • 04

    Can I see all my accounts at once?

    Yes, you can ask the AI to list all your accounts to get a full overview of your holdings.

  • 05

    Is my login information shared with the AI model?

    No. Vinkius manages the connection securely so your sensitive credentials are never exposed to the AI model itself.

  • More questions about Tango? See everything the Tango Connector can do

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