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juansebashr

Money Lover MCP Server

by juansebashr

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
EMAILYesYour Money Lover account email address (required for authentication)
PASSWORDYesYour Money Lover account password (required for authentication)

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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