Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| baseUrl | Yes | The base URL for the Money Manager API (e.g., http://192.168.1.1:8888). This is the IP address and port displayed when you start the web server in the Money Manager app. | http://192.168.1.1:8888 |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| init_get_data | Retrieves initial application data including categories, payment types, asset groups, and multi-book configuration. |
| transaction_list | Lists transactions within a date range. |
| transaction_create | Creates a new income or expense transaction. |
| transaction_update | Updates an existing transaction. |
| transaction_delete | Deletes one or more transactions. |
| summary_get_period | Retrieves financial summary statistics for a date range. |
| summary_export_excel | Exports transaction data to Excel file. The server returns an HTML-based Excel format. Use .xls extension for best compatibility (if .xlsx is provided, it will be auto-corrected to .xls with a warning). |
| asset_list | Retrieves all assets in a hierarchical structure. |
| asset_create | Creates a new asset/account. |
| asset_update | Modifies an existing asset. |
| asset_delete | Removes an asset. |
| card_list | Retrieves all credit cards in a hierarchical structure. |
| card_create | Creates a new credit card. |
| card_update | Modifies an existing credit card. |
| transfer_create | Transfers money between two assets. |
| transfer_update | Modifies an existing transfer. WARNING: The server creates a new transfer with a NEW ID instead of updating in-place. The old ID will no longer exist after update. Use transaction_list to get the new ID if needed. |
| dashboard_get_overview | Retrieves dashboard overview with asset trends and portfolio breakdown. |
| dashboard_get_asset_chart | Retrieves historical chart data for a specific asset. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |