finance-reconcile-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| READONLY | No | Must be set to 'true' (default: true). Setting to false is rejected. | true |
| MOCK_DATA | No | Set to 'true' to use mock data instead of real connectors (default: false) | false |
| FIREFLY_PAT | Yes | Your Firefly III Personal Access Token | |
| FIREFLY_BASE_URL | Yes | The base URL of your Firefly III instance | |
| AUDIT_HISTORY_FILE | No | Custom absolute path to audit-history.json (optional) | |
| CATEGORY_RULES_FILE | No | Custom absolute path to category-rules.json (optional) | |
| ACCOUNT_MAPPING_FILE | No | Custom absolute path to account-map.json (optional) | |
| SIMPLEFIN_ACCESS_URL | Yes | Your SimpleFIN Access URL (includes credentials) | |
| DEFAULT_LOOKBACK_DAYS | No | Default number of days to look back for transactions (default: 30) | 30 |
| IGNORED_FINDINGS_FILE | No | Custom absolute path to ignored-findings.json (optional) |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| reconcile_find_missing_transactionsB | Compare mapped SimpleFIN and Firefly III accounts, returning SimpleFIN transactions that appear absent from Firefly III. |
| reconcile_run_auditB | Run the full reconciliation audit without mutating financial systems. Saves a compact local audit-history snapshot. |
| reconcile_prepare_review_planA | Create a compact manual review plan from the latest local audit history snapshot without mutating Firefly III or SimpleFIN. |
| reconcile_check_stale_accountsA | Compare latest SimpleFIN transaction dates against latest Firefly III transaction dates for mapped accounts. |
| reconcile_check_balance_mismatchesC | Compare mapped SimpleFIN account balances against Firefly III account balances. |
| firefly_find_possible_duplicatesA | Find possible duplicate Firefly III transactions using same mapped account, amount, nearby date, and description similarity. |
| firefly_summarize_uncategorizedA | Group Firefly III transactions with missing categories by likely merchant and suggest category labels without applying them. |
| setup_get_statusA | Show finance-reconcile-mcp setup status, including the account-map path and validation state. |
| setup_list_simplefin_accountsA | List SimpleFIN accounts for building account-map.json. Returns balances only, no transactions. |
| setup_list_firefly_accountsB | List Firefly III asset/liability accounts for building account-map.json. |
| setup_list_category_rulesA | List local category suggestion rules. This only reads local config and never mutates Firefly III or SimpleFIN. |
| setup_add_category_ruleA | Add or update a local category suggestion rule. This only writes local config and never mutates Firefly III or SimpleFIN. |
| setup_remove_category_ruleA | Remove a local category suggestion rule. This only writes local config and never mutates Firefly III or SimpleFIN. |
| setup_list_ignored_findingsA | List locally ignored audit finding fingerprints. This only reads local config and never mutates Firefly III or SimpleFIN. |
| setup_ignore_findingA | Add a finding fingerprint to the local ignored-findings file. This never mutates Firefly III or SimpleFIN. |
| setup_unignore_findingA | Remove a finding fingerprint from the local ignored-findings file. This never mutates Firefly III or SimpleFIN. |
| setup_suggest_account_mapA | Fetch SimpleFIN and Firefly III accounts and return a suggested account-map.json draft. Does not write files. |
| setup_validate_account_mapB | Validate an account-map JSON object or the configured account-map.json file, optionally checking live SimpleFIN and Firefly accounts. |
| setup_save_account_mapA | Write account-map.json to the configured local account mapping path. This only writes local config and never mutates Firefly III or SimpleFIN. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/nalyDzzz/finance-reconcile-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server