Return upstream version information and enabled MCP write capabilities.

Return period totals and category/account breakdown using ezBookkeeping server-side statistics.

Return monthly income/expense trends or daily asset balance trends.

Return account opening/closing balances and transaction running balances for reconciliation.

Return latest upstream and user-custom exchange rates.

Set or delete a user custom exchange rate. Requires extended write profile.

Search ezBookkeeping transactions. Results include stable IDs, full tag data, editability and a revision hash for safe updates.

Get one transaction by ID with a revision hash.

Create an income, expense, transfer or balance modification transaction. Requires standard write profile.

Safely update selected transaction fields while preserving all unspecified fields. Supply expected_revision from get/search to prevent lost updates.

Preview one batch category, tag or account update and receive a signed confirmation token.

Apply a previously previewed batch operation. Every target revision is checked again before writing.

Preview or apply deletion of one transaction. Apply requires a signed confirmation token.

List all accounts and subaccounts with IDs, balances and hierarchy paths.

Create, update, hide, unhide, reorder or delete accounts. Account deletion requires admin profile and Preview/Apply.

List income, expense and transfer category trees.

Create, update, hide, unhide, reorder or delete transaction categories. Delete uses Preview/Apply.

List transaction tag groups.

Create, rename, reorder or delete a tag group. Delete uses Preview/Apply.

List all transaction tags with group names.

Create, update, hide, unhide, reorder or delete tags. Delete uses Preview/Apply.

List normal or scheduled transaction templates.

Create, update, hide, unhide, reorder or delete normal and scheduled transaction templates.