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Glama
new-village

money-forward-mcp-community

by new-village

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

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

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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