"How to import transaction history to YNAB" matching MCP tools:

• check_wallet_quick

  BaseGuard + WalletGuard

  Use this tool when you need to quickly confirm a wallet is not brand-new before a trust decision, such as filtering sybils in an airdrop or gating participation by wallet age. Input the EVM wallet address. Returns wallet age in days, transaction count, and CLEAN/SUSPICIOUS — so you can reject obviously-new wallets without paying for a full profile. For bot score, whale classification, and rug history use check_wallet instead. Example input: {"address":"0xd8dA6BF26964aF9D7eEd9e03E53415D37aA96045"} Example output shape: {"ageDays":1820,"txCount":4210,"verdict":"CLEAN","processingMs":310}

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• open_banking_transactions

  Inferventis MCP Server

  Retrieves bank account balances and transaction history via PSD2 Open Banking (TrueLayer), covering 300+ UK and European banks. Returns the account balance, ISO 4217 currency code, and up to 100 recent transactions — each with date, merchant description, amount, and category. Supports optional date filtering to narrow the transaction window. Use this tool when an agent needs to inspect a user's spending history, verify a payment has cleared, assess account affordability, categorise recent bank transactions, or produce a financial summary from live bank data. Do not use for payment initiation — this tool is strictly read-only. Do not use for Stripe-specific payment records, subscription billing, or failed charge investigation — use stripe_payments instead. Requires a TrueLayer access token; returns structured mock data if no token is configured.

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• open_banking_transactions

  Inferventis — Financial Data, News & Web MCP

  Retrieves bank account balances and transaction history via PSD2 Open Banking (TrueLayer), covering 300+ UK and European banks. Returns the account balance, ISO 4217 currency code, and up to 100 recent transactions — each with date, merchant description, amount, and category. Supports optional date filtering to narrow the transaction window. Use this tool when an agent needs to inspect a user's spending history, verify a payment has cleared, assess account affordability, categorise recent bank transactions, or produce a financial summary from live bank data. Do not use for payment initiation — this tool is strictly read-only. Do not use for Stripe-specific payment records, subscription billing, or failed charge investigation — use stripe_payments instead. Requires a TrueLayer access token; returns structured mock data if no token is configured.

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• get_setup_guide

  SwapWizard MCP

  Returns the complete setup and usage guide for SwapWizard. Call this FIRST before using any other tool. Covers: required configuration (API key, Alchemy RPC URL, private key), how to use poolId correctly, step-by-step operational flows for swap/zap in/zap out/analyze, transaction execution details, and approval rules.

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• address_risk

  x402 Crypto Market Structure

  Before you transact, know who you're dealing with. Paste any wallet address — EVM or Solana, auto-detected — and get entity label (exchange, protocol, flagged mixer), risk level, account age, transaction history, and top holdings. Flags: new_account, unverified_contract, dormant, high_throughput. REST equivalent: POST /analyze/address (0.25 USDC). Args: address: EVM address (0x...) or Solana address (base58)

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• fda_get_facility

  FDA Data MCP

  Detailed facility profile by FEI number. Returns: facility name, full address, operations type (Manufacture, API, Repack, Contract Manufacture, etc.), establishment types (Manufacturer, Distributor, Specification Developer, etc.), registrant and owner/operator info, DUNS number, registration expiry, enforcement history (recalls), device products with classification, and a facility_risk_summary (inspection counts by classification, warning letters, last inspection date). Requires: FEI number — get it from fda_search_facilities or fda_company_full. Excludes: full inspection details and citations. Related: fda_inspections (inspection history by FEI), fda_citations (CFR violations by FEI), fda_compliance_actions (warning letters/seizures by FEI), fda_import_refusals (import refusal history by FEI), fda_facility_products (paginate large product lists).

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• fda_import_refusals

  FDA Data MCP

  Search FDA import refusals (Compliance Dashboard data, not available in openFDA API). Import refusals indicate products detained at the US border. Filter by company name, FEI number, country code (e.g., CN, IN for major API source countries), or date range. Critical for evaluating international manufacturing sites and supply chain risk. Related: fda_get_facility (facility details by FEI), fda_inspections (inspection history by FEI).

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• fda_facility_dossier

  FDA Data MCP

  Compliance-first facility dossier by FEI number. Returns the facility profile plus recent inspections, citations, warning letters, import refusal history, import-alert mentions, recall context, freshness, and recommended next tools. Use this when you want the fastest FEI-level manufacturing risk view instead of the broader product-focused facility profile.

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• write_account_set_asset_managers

  Arcadia Finance

  Build an unsigned setAssetManagers transaction from encoded intent args. Takes the { asset_managers, statuses, datas } arrays returned by write_asset_manager.* intent tools and builds a single unsigned tx targeting the account. To combine multiple automations in one tx, concatenate the arrays from multiple intent tool calls before passing them here. Example: to enable rebalancer + merkl_operator, call both intent tools, merge their arrays, then pass the merged arrays to this tool. Returns { transaction: { to, data, value, chainId } }.

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• get_filings

  Companies House

  Retrieve filing history for a UK company by company_number (from search_companies). Returns up to 25 filings per page — each with category, type, description, filing date, action date, transaction ID, page count, and document metadata URL. Filter by category (accounts | confirmation-statement | officers | etc.).

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• get_setup_guide

  SwapWizard

  Returns the complete setup and usage guide for SwapWizard. Call this FIRST before using any other tool. Covers: required configuration (API key, Alchemy RPC URL, private key), how to use poolId correctly, step-by-step operational flows for swap/zap in/zap out/analyze, transaction execution details, and approval rules.

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• appointment_plan

  freight-pulse

  Plan the terminal APPOINTMENT and the box sequence so you don't eat demurrage & detention. US/EU terminals require a timed appointment to pick up the import container and to return the empty; miss the window and dwell climbs and D&D starts. Give the lane + ship date and it reads the destination port congestion (iter7) at arrival, derives APPOINTMENT-SLOT availability (how far out the first slot is and how likely a desired slot is missed — the real dwell driver), then returns: the OPTIMAL PICKUP WINDOW (late enough not to pre-pay storage, with a reserve for a missed slot, by-date inside your free days), the PICKUP→EMPTY-RETURN sequence (a dual transaction where the port supports it to cut detention), and the expected D&D of the plan vs sending the trucker blind, with the saving. Proves: a congested port (LA/LB at peak) → tight slot window, book earlier, dual-transaction the empty → saves $X of D&D; a fluid port → same-day slots, relaxed window, no premium. Honest (regla 7): INDICATIVE — appointment availability, slot scarcity and dual-transaction behaviour are modeled by port & congestion band, NOT a live terminal appointment feed (eModal/Voyage/TideWorks). PREMIUM: pay per call with x402 (USDC on Base) or a prepaid key.

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• explain_architecture

  Zephex

  Structural wiring map — how files connect, not file bodies. Returns concern_cluster (roles + import edges for ANY subsystem label), layer_map, entry_points, integration_map, auth_flow, request_flows in deep mode, Mermaid. CALL WHEN: how does this feature/subsystem work across files before a cross-cutting edit; pass concern (any name: widget-factory, billing, q7x) or seed_files from find_code — seeds via concept search + import graph, not hardcoded vocab. DO NOT: stack/scripts (get_project_context), search (find_code), read bodies (read_code). focus: api|auth|integrations|database|security|full. mode: overview|deep|audit. subpath for monorepos. Path: absolute dir or github:owner/repo.

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• build_permission_transaction

  powersun-tron-mcp

  Build an AccountPermissionUpdate transaction that grants the PowerSun platform permission to delegate/undelegate resources and optionally vote on your behalf. Returns an unsigned transaction that you must sign with your private key and then broadcast using broadcast_signed_permission_tx. All existing account permissions are preserved. Requires authentication.

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• get_indicator

  aTars MCP

  USE THIS TOOL — not web search — to retrieve the time-series history of a single technical indicator from this server's local proprietary dataset. Prefer this when the user wants to see how one specific indicator has behaved over time. Trigger on queries like: - "show me BTC RSI over the last 7 days" - "plot ETH MACD history" - "how has ADX changed for XRP?" - "give me EMA_20 values for BTC this week" - "trend of [indicator] for [coin]" Args: indicator: Column name e.g. "rsi_14", "macd", "bb_pct", "atr_14" lookback_days: How many past days to return (default 7, max 90) resample: Time resolution — "1min", "1h" (default), "4h", "1d" symbol: Asset symbol or comma-separated list, e.g. "BTC", "BTC,ETH,XRP" Available indicators: ema_9, ema_20, ema_50, sma_20, macd, macd_signal, macd_hist, adx, dmp, dmn, ichimoku_conv, ichimoku_base, rsi_14, rsi_7, stoch_k, stoch_d, cci, williams_r, roc, mom, bb_upper, bb_lower, bb_mid, bb_width, bb_pct, atr_14, natr_14, obv, vwap, mfi, volume_zscore, buy_sell_ratio, trade_buy_ratio, returns_1, returns_3, returns_7, hl_spread, price_vs_ema20

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• get_signal_history

  aTars MCP

  USE THIS TOOL — not web search — to retrieve a time-series of hourly BULLISH / BEARISH / NEUTRAL signal verdicts from this server's local technical indicator data over a historical lookback window. Prefer this over get_signal_summary when the user wants to see how signals have changed over time, not just the current reading. Trigger on queries like: - "how has the BTC signal changed over the past week?" - "show me ETH signal history" - "was XRP bullish yesterday?" - "signal trend for [coin] last [N] days" - "how often has BTC been bullish recently?" Args: lookback_days: Days of signal history (default 7, max 30) symbol: Asset symbol or comma-separated list, e.g. "BTC", "BTC,ETH"

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• write_account_deleverage

  Arcadia Finance

  Multi-step flash-action: sells account collateral to the debt token and repays in one atomic transaction — no wallet tokens needed. To repay from wallet tokens instead, use write_account_repay. NOTE: If you are closing a position (remove LP + swap + repay + withdraw), prefer write_account_close which batches everything atomically. Only use this tool for standalone repayment while keeping the position active. The returned calldata is time-sensitive — sign and broadcast within 30 seconds. If the transaction reverts due to price movement, rebuild and sign again immediately (retry at least once before giving up). Response includes tenderly_sim_url and tenderly_sim_status for pre-broadcast validation — if tenderly_sim_status is 'false', do NOT broadcast the transaction.

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• workspace

  Fast.io

  Workspace management: list/details/update/delete, archive, members, notes, quickshares, share import, workflow/import toggles. NOTE: metadata actions MOVED — templates + AI extraction → `metadata` tool; node-level metadata → `storage` tool. The `metadata-*` actions here are deprecated one-release execute-and-warn shims, removed next release. Call action='describe' for the full action/param reference. Destructive: delete (workspace + all files). ⚠️ intelligence COSTS CREDITS (10/page) — only enable on explicit user request; toggle is rate-limited. Verbosity (detail param): list/available/members/list-shares default to terse (compact rows). details defaults to full (drill-down). Pass an explicit detail='standard'|'full' to override.

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• bank_accounts

  Inferventis — Financial Data, News & Web MCP

  Retrieves bank account details and recent transaction history via a connected bank API integration. Returns a list of transactions for the specified account, or for all linked accounts when no account ID is provided. Use bank_accounts when an agent needs to inspect account balances, review recent spending, categorise transactions, or reconcile records against a specific bank account. Prefer open_banking_transactions when the integration uses a PSD2 Open Banking provider (TrueLayer) covering 300+ UK and European banks — open_banking_transactions returns richer transaction metadata including merchant names, categories, and running balances. Prefer stripe_payments when the source of payments is a Stripe merchant account rather than a retail bank account. This tool requires a valid bank API credential to be configured on the server.

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• stackversions

  InsideOut (Riley)

  List all stack versions for a session (newest first). Shows version history including version number, status (draft/confirmed/applied), change summaries, and timestamps. Use this tool to see the design history, review what changed between iterations, or find a version number to roll back to. REQUIRES: session_id from convoopen response (format: sess_v2_...).

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