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Copilot Money MCP

Copilot Money MCP

by ignaciohermosillacornejo
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TDQS

A4.3/5.0

Scored across 14 tools

Disambiguation4/5

Each tool targets a distinct resource (transactions, accounts, holdings, budgets, goals, categories, splits, connection/cache status), and the descriptions steer callers correctly for the closest pairs (get_goals vs get_goal_history, get_accounts vs get_balance_history, get_cache_info vs get_connection_status). The main ambiguity comes from get_transactions being a six-mode mega-tool and from multiple tools referencing absent `_live` counterparts (get_transactions_live, get_investment_prices_live, get_investment_balance_live), which an agent cannot call.

Naming Consistency5/5

All tools use snake_case with a get_<resource> pattern, and the single exception (refresh_database) still follows the verb_noun convention. Resource names are predictable and parallel across domains (get_goals/get_goal_history, get_holdings/get_investment_prices).

Tool Count5/5

14 tools is well within the sweet spot for a personal-finance server covering transactions, accounts, investments, budgets, goals, and cache management. Each tool maps to a real domain object and none look redundant or padding.

Completeness4/5

Read coverage is thorough across every major domain: accounts, transactions (with search/filter/location/tag modes), balance history, budgets, categories, goals plus goal history, holdings, prices, splits, recurring charges, and cache/connection health. The gap is the absence of any mutation tools (edit transaction category, adjust budget/goal, create tags), so agents can analyze but not change anything.

Maintenance

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