money-forward-mcp-community
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
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 |
|---|---|
| money_forward_auth_statusA | Checks local configuration only; it does not contact Money Forward. Use auth_check to verify that the cookie still works. |
| money_forward_auth_loginA | Opens a Playwright browser login flow and stores Money Forward cookies locally. Use set_cookie for remote servers. |
| money_forward_set_cookieA | Verifies and stores a trusted full Cookie header in the local config file. This writes sensitive local state; never request Cookies in an untrusted or retained conversation. |
| money_forward_clear_cookieA | Deletes the config-file Cookie and may disable subsequent data tools. Environment-variable Cookies are not modified. |
| money_forward_auth_checkA | Contacts Money Forward and verifies that the configured cookie can access an authenticated page. Call this when a data tool reports an authentication error. |
| money_forward_get_portfolio_summaryA | Returns total assets and asset-class allocation, including zero-balance classes. Prefer this compact tool for net-worth or allocation questions; use portfolio_details only for individual holdings. |
| money_forward_get_portfolio_detailsA | Returns individual holdings grouped by asset class, with values, institutions, and source-specific fields. This response is larger; use portfolio_summary when holdings are not required. |
| money_forward_get_liability_summaryA | Returns total liabilities and allocation by liability class. Values are positive amounts owed. Use liability_details for individual loans or card balances. |
| money_forward_get_liability_detailsA | Returns individual liabilities with positive amounts owed, category, description, and institution. For a signed flat account view, use money_forward_get_account instead. |
| money_forward_get_cashflow_detailsA | Returns individual cashflow rows. Prefer cashflow_summary for totals and category questions. Pass an explicit month for reproducible results; filters reduce response size. |
| money_forward_get_cashflow_summaryA | Returns monthly income, expense, net balance, and category totals. Use this first for monthly analysis; use cashflow_details only when individual rows are needed. Pass month as YYYY-MM for reproducible results. |
| money_forward_get_accountA | Returns a flat account-entry list across bank accounts, securities, points, cards, and loans. Assets have positive balance; liabilities have negative balance, so summing balance yields net value. source explains where each row came from. |
| money_forward_list_manual_accountsA | Lists only custom/manual accounts. Do not use this for linked banks, cards, securities, or loans; use money_forward_get_account for those. |
| money_forward_list_manual_assetsA | Lists assets for one custom/manual account. First call money_forward_list_manual_accounts and pass its id exactly. |
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 14 tools
Each tool targets a distinct action (auth operations, data retrieval for portfolios, liabilities, cashflow, accounts, manual accounts). Descriptions explicitly differentiate between summary vs details and which tool to prefer. No overlaps.
All tools share the 'money_forward_' prefix and mostly follow a verb_noun pattern (e.g., get_portfolio_summary, set_cookie). Minor inconsistencies: auth_status and auth_login use a noun/verb after 'auth' rather than a clear verb, but the pattern is strong overall.
14 tools is well-scoped for a personal finance management server. Covers authentication (5 tools) and data retrieval (9 tools) without being overwhelming or too sparse.
The tool surface covers all major read operations (portfolio, liabilities, cashflow, accounts) and authentication lifecycle. Lacks write/modify operations, but that appears intentional for a read-only or viewer-focused MCP server.