Money Lover MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| Yes | Your Money Lover account email address (required for authentication) | ||
| PASSWORD | Yes | Your Money Lover account password (required for authentication) |
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
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| loginA | Authenticate using Money Lover credentials to retrieve a JWT token. |
| get_user_infoB | Retrieve the Money Lover user profile associated with the provided token. |
| get_walletsA | List all wallets accessible to the authenticated user. |
| get_categoriesB | Retrieve categories for a specific wallet. |
| get_transactionsC | Fetch transactions for a wallet between two dates. |
| add_transactionC | Create a new transaction in a wallet. |
| get_user_accountB | List devices and sessions tied to the Money Lover account. |
| get_user_profileB | Retrieve extended profile information for the current user. |
| get_wallet_balanceB | Fetch the current balance summary for a specific wallet. |
| get_shared_walletsA | List wallets the authenticated user shares with others. |
| get_awaiting_shared_walletsB | List wallet share invitations pending acceptance. |
| get_all_categoriesA | List ALL categories across ALL wallets with no wallet filter. Use this instead of get_categories when no specific wallet is provided. |
| get_transaction_search_configA | Return the saved configuration options (labels, with-parties, saved filters) available for use with the search_transactions tool. |
| search_transactionsA | Free-form search across transactions using optional filters (walletId, categoryId, keyword, parties). Use this when no date range is given or when doing a keyword/label search instead of a date-range fetch. |
| get_debt_transactionsB | List transactions flagged as debts or loans across the account. |
| get_related_transactionsC | Given one or more transaction IDs, fetch their related/linked transactions. Pass IDs as an array of strings. |
| get_related_transactions_by_categoryC | List transactions linked to a category across wallets. |
| get_related_transactions_by_walletC | List transactions linked to a wallet, grouped by relationship. |
| get_eventsC | List Money Lover events (savings goals, campaigns) associated with a wallet. |
| get_debtsB | List open debts or loans tracked in a specific wallet. |
| get_iconsC | Fetch the icon pack used by Money Lover categories, wallets, and events. |
| get_linked_providersA | List financial institution providers supported for linked accounts. |
| get_currenciesA | List all currencies supported by Money Lover (names, symbols, codes). Use this for currency metadata, not exchange rates. |
| get_exchange_ratesB | Fetch the USD-based exchange rate snapshot used by Money Lover. |
| get_other_configB | Retrieve the small static configuration blob served under /other/config. |
| edit_transactionA | Update an existing transaction. The API requires the full transaction payload on every edit, so you must supply walletId, categoryId, amount, and date (fetch the transaction with get_transactions first if you need the current values). categoryId should be the global category ID from get_all_categories or from an existing transaction response. |
| delete_transactionC | Permanently delete a transaction by its identifier. |
| add_walletC | Create a new Money Lover wallet. |
| edit_walletC | Update a wallet name, icon, or currency. |
| delete_walletC | Permanently delete a wallet and all its data. |
| add_categoryC | Create a new transaction category in a wallet. |
| edit_categoryC | Rename a category or update its icon. |
| delete_categoryC | Permanently delete a category. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 33 tools
Most tools have distinct purposes with clear resource-action pairs, but some overlap exists: get_user_account, get_user_info, and get_user_profile could be confused, and get_related_transactions, get_related_transactions_by_category, and get_related_transactions_by_wallet have subtle distinctions that might cause misselection without careful reading of descriptions.
Tool names follow a highly consistent verb_noun pattern throughout, with clear action prefixes (add_, delete_, edit_, get_, login, search_) and descriptive nouns. There are no deviations in style or convention, making the set predictable and readable.
With 33 tools, the count feels heavy for a personal finance server, bordering on excessive. While it covers many features, it may overwhelm agents and could likely be streamlined without losing core functionality, placing it in the borderline range for appropriateness.
The tool surface provides comprehensive coverage for the Money Lover domain, including full CRUD operations for wallets, categories, and transactions, along with extensive querying, user management, and auxiliary features like debts, events, and search. No obvious gaps exist that would hinder agent workflows.