improved money movement scenario

todo.md

@@ -1,7 +1,7 @@
 # todo list
 [ ] try claude-3-7-sonnet-20250219, see [tool_activities.py](./activities/tool_activities.py) <br />
 [x] make agent respond to name of goals and not just numbers <br />
-[ ] josh to do fintech scenarios <br />
+[x] josh to do fintech scenarios <br />
 [ ] expand [tests](./tests/agent_goal_workflow_test.py)<br />
 
 [ ] fintech goals <br />
@@ -9,7 +9,7 @@
 - Personalized Financial Advice - An AI agent analyzes a customer’s financial data (e.g., income, spending habits, savings, investments) and provides tailored advice, such as budgeting tips, investment options, or debt repayment strategies.<br />
 - Portfolio Management and Rebalancing - The AI monitors a customer’s investment portfolio, rebalancing it automatically based on market trends, risk tolerance, and financial goals (e.g., shifting assets between stocks, bonds, or crypto).<br />
 [x] money movement - start money transfer <br />
-[ ] todo use env vars to do connect to local or non-local
+[x] todo use env vars to do connect to local or non-local
 [x] account balance - <br />
 [ ] new loan/fraud check/update with start <br />
 
@@ -24,4 +24,4 @@
 
 [ ] change initial goal selection prompt to list capabilities and prompt more nicely - not a bulleted list - see how that works
 
-[ ] todo use env vars to do connect to local or non-local cloud for activities for money scenarios
+[x] todo use env vars to do connect to local or non-local cloud for activities for money scenarios