Get all financial accounts (bank accounts, cash, cards, etc.).

Use this first to discover account IDs — you'll need them for get_records().

Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip for pagination account_id: Filter by exact account ID name: Filter by account name (use prefix: eq., contains., contains-i.) account_type: Filter by type (e.g. general, loan, insurance) currency_code: Filter by ISO currency code (e.g. UAH, USD, EUR) bank_account_number: Filter by bank account number created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get financial records (transactions) for a specific account.

IMPORTANT: account_id is required. Use get_accounts() first to find it. Max date range is 370 days. If no date filter, returns last 3 months.

Date filter examples:

• "gte.2025-01-01" — from Jan 1, 2025

• "gte.2025-01-01,lte.2025-01-31" — January 2025

Amount filter examples:

• "gte.100" — amount >= 100

• "gte.100,lte.500" — between 100 and 500

Text filter prefixes: eq., contains., contains-i.

Args: ctx: MCP context account_id: Required. Account ID (use get_accounts to find IDs) record_date: Date range filter with prefix (e.g. "gte.2025-01-01") limit: Items per page (1-100, default 30) offset: Items to skip for pagination category_id: Filter by category ID label_id: Filter by label ID note: Filter by note text (use prefix: contains-i.grocery) payee: Filter expenses by payee (use prefix: contains-i.amazon) payer: Filter income by payer amount: Filter by amount (use prefix: gte.100,lte.500) record_type: Filter by type: income or expense. Transfers are not a separate type — they are identified by transferId/transferAccountId fields in the response sort_by: Sort field and direction (e.g. "recordDate,asc" or "amount,desc") created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get specific records by their IDs (comma-separated, max 30).

Args: ctx: MCP context record_ids: Comma-separated record IDs (e.g. "id1,id2,id3")

Get spending/income categories.

Categories are organized hierarchically (parent -> children). Use category IDs to filter records by category.

Args: ctx: MCP context limit: Items per page (1-100, default 50) offset: Items to skip category_id: Filter by exact category ID name: Filter by name (use prefix: contains-i.food) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get all budgets with their limits, spent amounts, and periods.

Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip budget_id: Filter by exact budget ID name: Filter by budget name (use prefix: eq., contains., contains-i.) currency_code: Filter by currency (e.g. UAH, USD) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get all savings goals with current/target amounts and deadlines.

Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip goal_id: Filter by exact goal ID name: Filter by goal name (use prefix: eq., contains., contains-i.) note: Filter by note text (use prefix: contains-i.vacation) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get custom labels (tags) used to organize records.

Args: ctx: MCP context limit: Items per page (1-100, default 50) offset: Items to skip label_id: Filter by exact label ID name: Filter by label name (use prefix: eq., contains., contains-i.) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get recurring/scheduled payments (standing orders).

Shows planned future transactions: bills, subscriptions, salary, etc.

Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip standing_order_id: Filter by exact standing order ID name: Filter by name (use prefix: eq., contains., contains-i.) currency_code: Filter by ISO currency code (e.g. UAH, USD, EUR) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get auto-categorization rules for records.

These rules automatically assign categories/labels to matching transactions.

Args: ctx: MCP context limit: Items per page (1-100, default 30) offset: Items to skip rule_id: Filter by exact rule ID name: Filter by rule name (use prefix: eq., contains., contains-i.) created_at: Filter by creation date (e.g. "gte.2025-01-01") updated_at: Filter by last update date (e.g. "gte.2025-01-01")

Get API usage statistics.

Args: ctx: MCP context period: Time period — format is Xdays, Xweeks, or Xmonths (e.g. "30days", "4weeks", "3months")