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Glama
Ronit-019

Finance Intelligence MCP

by Ronit-019

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DATABASE_URLYesPostgreSQL connection URL (e.g., from Supabase)

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
}
logging
{}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
extensions
{
  "io.modelcontextprotocol/ui": {}
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
add_expenseC

Add an expense to the database.

list_expensesA

List all expenses from the database within a date range (inclusive). If the list contains more than 50 items, it truncates the inline results to the first 50 and exports the full dataset to a downloadable CSV spreadsheet.

expense_breakdownA

Summarize and breakdown expenses by columns or time units within a date range.

delete_expensesA

Delete expenses matching the provided filters. At least one filter must be provided to prevent accidental deletion of all records. All provided filters are combined using AND.

update_expensesA

Update expenses matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND.

create_budgetA

Create one or more budget tracking limits. You can either pass single budget parameters or a list of budget dicts in 'budgets'.

list_budgetsA

List all budgets matching the optional filters. All provided filters are combined using AND.

update_budgetsA

Update budgets matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND.

delete_budgetsA

Delete budgets matching the target filters. At least one target filter must be provided. All provided filters are combined using AND.

compare_budget_vs_expensesA

Get the real-time spending status compared against active budgets on a given reference date. All provided filters are combined using AND.

expense_summaryA

Generate an analytical expense summary with a rich Matplotlib chart. At least one grouping dimension ('period' or 'group_by') is recommended.

financial_health_scoreC

Calculate a deterministic financial health score and feedback metrics.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
resourcesRead Fresh each time so you can edit the file without restarting

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