Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_accounts | List all bank accounts across configured connections. Returns account UIDs, IBANs, names, and currencies. |
| list_transactions | List bank transactions with optional filters. Defaults to last 90 days. Supports date range, amount range, and debit/credit type filtering. |
| search_transactions | Full-text search across transaction descriptions, merchant names, and references. Use for finding specific payments or payees. |
| get_balance | Get current account balance(s). Returns closing booked balance and expected balance when available. |
| spending_summary | Group expenses by merchant or category with totals. Shows where money is being spent. Use groupBy "merchant" for vendor breakdown, "category" for category breakdown. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |