Amounts are signed: negative for expenses, positive for income. Dates use YYYY-MM-DD.
| Tool |
Description |
get_me |
The signed-in user and linked identities |
get_bootstrap |
Tags, transactions, budgets, and recurring rules in one request |
update_preferences |
Change money format, date format, decimals, or IANA timezone (only the fields you pass) |
export_account |
The full JSON export: profile, tags, transactions, budgets, recurring rules |
| Tool |
Description |
list_tags |
All tags |
create_tag |
Create a tag (emoji required, optional parent) |
update_tag |
Update a tag by id |
delete_tag |
Delete a tag by id (soft delete) |
| Tool |
Description |
list_transactions |
All transactions, newest first |
list_recent_transactions |
The newest N transactions |
create_transaction |
Create one transaction (source recorded as MCP) |
create_transactions |
Create up to 50 transactions, all-or-nothing |
update_transaction |
Update a transaction by id |
update_transactions |
Update up to 50 transactions, all-or-nothing |
delete_transaction |
Delete a transaction by id |
delete_transactions |
Delete up to 50 transactions by id, all-or-nothing |
| Tool |
Description |
attach_transaction_file |
Attach a JPEG, PNG, WebP, or PDF (max 8 MB, 5 per transaction) from base64 content or an https URL |
list_transaction_attachments |
Attachment metadata for a transaction |
get_transaction_attachment |
Download an attachment (images are returned as images) |
delete_transaction_attachment |
Delete an attachment |
| Tool |
Description |
list_budgets |
All budgets: limits (type: limit; active ones include current_period: start, end, amount, spent, left, percent, days left, status) and savings goals (type: goal, with a progress object: saved, target, remaining, percent, status, days left, required amount per week or month, projected date) |
create_budget |
Create a limit: tags (at least one), amount, week, month, or year, and optional start_date (YYYY-MM-DD, today or earlier; periods repeat from it, e.g. monthly from the 15th runs 15th → 14th; default in the assistant: start of the current week/month/year). Or a savings goal: type: goal, tags, amount (the target), optional start_date (YYYY-MM-DD, default today, today or earlier, not after the deadline; progress counts from it), target_date (YYYY-MM-DD) and start_amount |
update_budget |
Update a budget. Limits: a new amount, length or tags apply to the whole current period (spending since it started still counts; history is kept); start_date moves the start of the current period in place; goals are edited in place (start_date moves the day progress counts from; target_date/start_amount can be changed or cleared with null). The type cannot change |
delete_budget |
Delete a budget |
pause_budget |
Pause a budget |
resume_budget |
Resume a paused budget |
| Tool |
Description |
list_recurring |
All recurring rules |
create_recurring |
Create a rule: daily, weekly, monthly, or yearly |
update_recurring |
Update a rule |
delete_recurring |
Delete a rule |
