Follow each entity's cash

# Multi-entity cash dashboard

## Goal
Consolidate the wallet balances of all entities in the group into a single view. Useful for CFOs overseeing several subsidiaries with distinct Spendesk wallets.

**Limitation:** covers only the Spendesk wallet balance — not the full bank cash position.

## Instructions

### Step 1 — Retrieve all entities in the group
```
Call list_companies to get the list of available entities with the org-level token.
For each entity: note the id and the name.
```

### Step 2 — Retrieve the wallet summary for each entity
```
For each entity (entityId):
  Call get_wallet_summary with the entity's context
  Capture: currency, totalAmount (wallet balance), totalAllocatedAmount (committed to cards
  and scheduled transfers), totalAvailableAmount (available). These three figures are distinct:
  for "can we cover X", use totalAvailableAmount.
  A call can fail for an entity where you are not a Controller or Account Owner:
  carry on with the others and report the entity not read.
```

### Step 3 — Consolidation and presentation
```
Aggregate by currency:
  total balance = sum of totalAmount per currency
  total committed = sum of totalAllocatedAmount per currency
  total available = sum of totalAvailableAmount per currency

Sort entities by descending balance.

Alerts to flag:
  - Entity with balance < minimum_threshold (e.g. < 10,000 EUR)
  - Entity whose totalAllocatedAmount exceeds 80% of totalAmount
```

### Step 4 — Consolidated group view
```
Present:
1. Total group balance by currency
2. Entity-by-entity table (name | balance | allocated to cards | available)
3. Low cash alerts
4. Rebalancing recommendations if needed
```

## Points of attention
- Use the org-level token (not a single entity's token)
- Currencies may differ across entities — do not aggregate EUR + GBP without conversion
- get_wallet_summary does not surface bank movements outside of Spendesk

## Example prompts
- "Show me the Spendesk cash position across all my entities"
- "What's our total group wallet balance today?"
- "Are there any entities with a low wallet balance that need topping up?"