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) |
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 |
|---|---|
| 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 | |
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