Schema | simplefin

simplefin

Describes the environment variables required to run the server.

Name	Required	Description	Default
`SIMPLEFIN_ACCESS_URL`	No	The permanent Access URL that embeds HTTP Basic credentials for SimpleFIN. If not provided, the server will try to read from credentials.json file.

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.

Features and capabilities supported by this server

Protocol revision2025-11-25

Capability	Details
`tools`	{ "listChanged": true }

Functions exposed to the LLM to take actions

Name	Description
claim_setup_tokenA	Exchange a one-time Base64 setup token (from bridge.simplefin.org/simplefin/create) for a permanent Access URL and store it. Run this once to connect. Note: a setup token can only be claimed a single time.
connection_statusA	Report whether an Access URL is configured (via env or a prior claim) without revealing credentials.
list_accountsA	List all connected accounts with current balances (no transactions). Fast — uses the balances-only mode.
get_transactionsA	Fetch transactions for connected accounts within an optional date range. Dates are Unix timestamps in seconds. If omitted, the bridge returns its default recent window.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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