Firefly III MCP Server

Create a new transaction in Firefly III.

Supports withdrawals (expenses), deposits (income), and transfers between accounts.

For a withdrawal: provide source_name (your asset account, e.g. "Checking Account") and destination_name (the expense account, e.g. "Supermarket"). For a deposit: provide source_name (revenue account, e.g. "Employer") and destination_name (your asset account). For a transfer: both source and destination should be your own asset accounts.

If an expense/revenue account doesn't exist yet, Firefly III will auto-create it.

Returns: The created transaction with its ID.

List transactions from Firefly III with optional filters.

Supports filtering by type (withdrawal, deposit, transfer), date range, and pagination. Returns a paginated list of transactions with key details.

Get a single transaction by its ID. Returns full details including all splits.

Update an existing transaction. Only provide the fields you want to change.

First use firefly_get_transaction to retrieve the current values, then pass only the changed fields here.

Permanently delete a transaction by its ID. This action cannot be undone.

Search transactions using Firefly III's query syntax.

Simple text searches match against description. Advanced syntax includes:

• description_contains:grocery

• amount_more:50

• amount_less:200

• date_after:2024-01-01

• date_before:2024-12-31

• category_is:Food

• tag_is:vacation

• source_account_is:Checking

• destination_account_is:Supermarket

Combine multiple filters with spaces.

Create a new account in Firefly III.

Account types: asset (bank accounts, wallets), expense (stores, services), revenue (employers, income sources), liability (loans, mortgages), cash.

For asset accounts, specify a role: defaultAsset, sharedAsset, savingAsset, ccAsset (credit card), cashWalletAsset.

List accounts with optional type filter. Returns account names, balances, and types.

Get a single account by ID with full details.

Update an existing account. Only provide fields you want to change.

Permanently delete an account. All linked transactions will also be deleted. This cannot be undone.

List all categories. Use categories to classify transactions (e.g. Groceries, Rent, Entertainment).

Create a new transaction category.

Update an existing category's name or notes.

Delete a category. Transactions using this category will have their category cleared.

List all budgets with their auto-budget configuration.

Create a new budget. Budgets help you track spending limits.

Auto-budget options:

• 'reset': Budget resets to the set amount each period

• 'rollover': Unused budget rolls over to the next period

• 'none': Manual budgeting only

Update an existing budget's name, status, or notes.

Delete a budget. Transactions linked to this budget will have their budget cleared.

List all tags. Tags are flexible labels you can attach to transactions.

Create a new tag for labeling transactions.

Update an existing tag's description.

Delete a tag. It will be removed from all transactions that use it.