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IsidoreSoftware

Ogarni.AI MCP Server

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
OGARNIAI_API_URLNoAPI base URLhttps://api.ogarni.ai
OGARNIAI_API_TOKENYesAPI token (starts with oai_)

Instructions

Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.

This server publishes no instructions, or was last inspected before Glama recorded them.

Capabilities

Features and capabilities supported by this server

Protocol revision2025-11-25

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
ogarniai_list_documentsA

List receipts and purchase documents with optional date filters and sorting.

Returns a paginated list of purchase documents (receipts, invoices, email purchases) with store name, total amount, items, categories, and tags.

Args:

  • from (string, optional): Start date filter (ISO 8601, e.g. "2024-01-01")

  • to (string, optional): End date filter (ISO 8601, e.g. "2024-12-31")

  • sortBy (string, optional): Sort field - "purchase_time" (default) or "created_at"

  • sortDirection (string, optional): Sort order - "desc" (default) or "asc"

Returns: JSON array of purchase documents with fields: id, storeName, purchaseTime, totalAmount, currency, items[], tags[], groupId, hasDuplicates

ogarniai_get_documentA

Get details of a single purchase document by ID.

Returns full document details including store name, purchase time, total amount, tax, currency, payment method, individual items with categories, tags, and duplicate info.

Args:

  • id (string): Document ID (UUID format)

Returns: JSON object with all document fields including items[] with name, price, quantity, category, subcategory

ogarniai_get_document_imageB

Get the scanned image of a purchase document (receipt photo).

Args:

  • id (string): Document ID (UUID format)

Returns: The receipt/document image as base64-encoded data

ogarniai_get_document_duplicatesB

Get duplicate suggestions for a specific purchase document.

Args:

  • id (string): Document ID (UUID format)

Returns: JSON with duplicate document suggestions and confidence scores

ogarniai_list_categoriesA

List all available expense/income categories and subcategories.

Returns the full category tree with Polish and English names, emojis, and subcategories with descriptions and examples.

Returns: JSON with categories[], each containing: polishName, englishName, emoji, subCategories[] with polishName, englishName, description, examples, emoji

ogarniai_list_tagsA

List all user-defined tags for organizing documents.

Returns: JSON array of tags with id, name, and authorId

ogarniai_get_weekly_summaryA

Get the most recent weekly spending summary.

Returns a summary with period dates, total amount, daily breakdowns, category totals, and an AI-generated text summary.

Returns: JSON with periodStart, periodEnd, summary (text), dailySummaries[], categoryTotals[], totalAmount

ogarniai_get_weekly_summary_periodsA

List available weekly summary periods with pagination.

Args:

  • page (number, optional): Page number (default: 1)

  • pageSize (number, optional): Items per page (default: 10)

Returns: JSON array of period summaries with periodStart, periodEnd, totalAmount, summary text

ogarniai_get_summary_by_periodA

Get a spending summary for a custom date range with configurable granularity.

Args:

  • startDate (string): Start date (ISO 8601, e.g. "2024-01-01")

  • endDate (string): End date (ISO 8601, e.g. "2024-01-31")

  • granularity (string, optional): Time granularity - "Day" (default), "Week", or "Month"

Returns: JSON with periodStart, periodEnd, totalAmount, dailySummaries[], categoryTotals[], detailedCategoryTotals[]

ogarniai_get_current_periodB

Get spending summary for a preset period (current week, current month, etc.).

Args:

  • preset (string): Period preset - "current-week", "current-month", "last-week", or "last-month"

  • granularity (string, optional): Time granularity - "Day" (default), "Week", or "Month"

Returns: JSON with periodStart, periodEnd, totalAmount, dailySummaries[], categoryTotals[]

ogarniai_list_notificationsA

List user notifications with optional filters.

Args:

  • isRead (boolean, optional): Filter by read status

  • type (string, optional): Filter by type - "Error", "Warning", "Info", or "Success"

  • category (string, optional): Filter by category - "DocumentProcessing", "WeeklySummary", "System", or "DuplicateDetection"

  • pageSize (number, optional): Items per page (default: 50)

  • pageNumber (number, optional): Page number (default: 1)

Returns: JSON array of notifications with id, type, category, title, message, isRead, isUrgent, actionUrl

ogarniai_get_notificationA

Get details of a specific notification.

Args:

  • id (string): Notification ID (UUID format)

Returns: JSON with notification details including id, type, category, title, message, isRead, isUrgent, referenceId, actionUrl

ogarniai_get_unread_countA

Get the count of unread notifications.

Returns: JSON with count (number) of unread notifications

ogarniai_list_groupsA

List finance groups the user belongs to.

Groups allow sharing expenses with a partner or family members.

Args:

  • showArchived (boolean, optional): Include archived groups (default: false)

Returns: JSON array of groups with id, name, description, ownerId, isActive, isArchived, memberCount, createdAt

ogarniai_get_groupA

Get details of a specific finance group.

Args:

  • groupId (string): Group ID (UUID format)

Returns: JSON with group details including id, name, description, owner, isActive, isArchived, memberCount

ogarniai_list_mailboxesA

List inbound email addresses for forwarding purchase confirmation emails.

Users can forward emails from stores to these addresses for automatic receipt processing.

Returns: JSON array of mailboxes with id, address, localPart, domain, isPrimary, status, authMode, lastActivityAt

ogarniai_list_dedup_suggestionsB

List duplicate document suggestions detected by the system.

Returns pairs of documents that may be duplicates, with confidence scores and matching reasons.

Returns: JSON array of suggestions with id, sourceDocumentId, targetDocumentId, confidenceScore (0-1), matchReason, status (Pending/Accepted/Rejected/Dismissed)

ogarniai_list_loyalty_accountsA

List connected external loyalty program accounts (e.g. store loyalty cards).

Returns: JSON array of loyalty connections with id, program, maskedLogin, status, createdAt

ogarniai_list_supported_banksA

List banks supported for bank statement import.

Returns: JSON array of supported bank names (strings)

ogarniai_get_recurring_expensesA

List recurring expenses (subscriptions, bills, regular payments).

Args:

  • includeInactive (boolean, optional): Include inactive recurring expenses (default: false)

Returns: JSON array of recurring expenses with id, name, description, frequency (Weekly/Monthly/Quarterly/Yearly), category, subcategory, paymentType, nextOccurrenceDate, isActive

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

TDQS

A3.7/5.0

Scored across 20 tools

Disambiguation3/5

Most tools are clearly distinct collection-vs-single pairs, but there is meaningful overlap among the summary tools (get_weekly_summary, get_current_period, get_summary_by_period) and between get_document_duplicates and list_dedup_suggestions. Descriptions clarify the differences, but an agent could still select the wrong one without close reading.

Naming Consistency5/5

All tools follow a consistent ogarniai_<verb>_<noun> pattern, with list_ for collections and get_ for single items or derived values. There is no mixing of naming styles or unpredictable verb choices.

Tool Count4/5

20 tools is on the higher side but appropriate for the server's broad scope: documents, summaries, notifications, groups, mailboxes, duplicates, categories, tags, loyalty, and bank support. Each tool addresses a distinct area, though the summary-related tools could be consolidated.

Completeness3/5

The server provides strong read-only coverage of the financial document domain, including documents, summaries, duplicates, and notifications. However, there are no mutation tools at all, and obvious workflow steps are missing—such as marking notifications read, resolving duplicate suggestions, or creating/managing groups—which limits completeness for an assistive agent.

Maintenance

ActivitySlowing
ResponsivenessNo issues