Schema | finance-agent

finance-agent

Describes the environment variables required to run the server.

Name	Required	Description	Default
No arguments

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.

Features and capabilities supported by this server

Protocol revision2025-11-25

Capability	Details
`tools`	{ "listChanged": true }

Functions exposed to the LLM to take actions

Name	Description
list_linked_itemsA	List Plaid Items linked via the Plaid CLI (Trial/Production). Prefer this over any local connect DB.
get_balancesA	Fetch live balances for all linked Items using `plaid balance --all`.
get_transactionsA	Fetch transactions via Plaid CLI for a date range across all linked Items.
get_liabilitiesA	Fetch credit/loan liability details via `plaid liabilities --all`.
get_investmentsA	Fetch investment holdings via `plaid investments holdings --all`.
summarize_cashflowA	Summarize inflow/outflow and category spend for a period using Plaid CLI data + local category rules. Use for monthly planning.
list_goalsA	List saved financial goals the agent should remember across chats.
upsert_goalC	Create or update a financial goal (debt payoff, savings target, etc.).
list_plan_notesA	List monthly planning notes saved from prior conversations.
add_plan_noteA	Save a planning note for a month so future chats keep context.
list_category_rulesA	List merchant substring → category rules used when summarizing cashflow.
add_category_ruleA	Add a categorization rule: if merchant/name contains match_text, assign category.
list_account_nicknamesA	List human-friendly nicknames for Plaid account_ids.
upsert_account_nicknameA	Save a nickname for an account_id (e.g. 'Chase checking', 'Amex BCE').
setup_helpA	Explain how banking (Plaid CLI) and planning memory (this MCP) work together.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/preethampathi2305/finance-agent'

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