Server definition

Hash: sha256:b335d6f72b95607b988f80a2d6334d66feb7a83760895d825bcd44fd4ddb8b3e
What it is: What a remote MCP server returned when asked what it offers: 15 tools

The blob, as servednamed by its sha256

{
  "instructions": null,
  "tools": [
    {
      "description": "List the imported accounts: bank, currencies, transaction count, first and last date, and the closing balance when the file carried one. Start here for the account names transactions_list and statement_export take.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "properties": {},
        "type": "object"
      },
      "name": "accounts_list",
      "outputSchema": null
    },
    {
      "description": "Delete one statement file stored for your token. The transactions already imported from it are kept; transactions_list and the summary still see them.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "name": {
            "maxLength": 70,
            "minLength": 1,
            "type": "string"
          }
        },
        "required": [
          "name"
        ],
        "type": "object"
      },
      "name": "bank_delete_upload",
      "outputSchema": null
    },
    {
      "description": "List the statement files stored for your token, with their sizes.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "properties": {},
        "type": "object"
      },
      "name": "bank_files",
      "outputSchema": null
    },
    {
      "description": "Send a bank export to this hosted endpoint. There is no filesystem here, so instead of a path you upload the file once with bank_upload and then pass its name as `path` to statement_import. Give exactly one of content (the export as text, header row included - this is the normal case for a CSV), content_base64 (the file's bytes, which keeps a UTF-16 export from Excel readable) or url. url: fetch a public file instead of pasting base64 (recommended above about 10 KB): the url is fetched here with a 10 second timeout, at most 3 redirects, public http(s) hosts only, and a 1 MB cap; the fetched file has to be delimited text, so a PDF statement is refused rather than stored. Uploads are kept for your token between calls; bank_files lists them and bank_delete_upload removes one. The request body cap is 256 KB, so a large export pasted as text has to be split by month.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "content": {
            "description": "The export as text, including the header row",
            "type": "string"
          },
          "content_base64": {
            "description": "The file's bytes, base64-encoded, instead of text",
            "type": "string"
          },
          "name": {
            "description": "Name to refer to this statement by: 1-64 characters of letters, digits, underscore or dash, e.g. \"september\"",
            "maxLength": 70,
            "minLength": 1,
            "type": "string"
          },
          "url": {
            "description": "url: fetch a public file instead of pasting base64 (recommended above about 10 KB). Public http(s) only; private, link-local and this endpoint's own zone are refused",
            "type": "string"
          }
        },
        "required": [
          "name"
        ],
        "type": "object"
      },
      "name": "bank_upload",
      "outputSchema": null
    },
    {
      "description": "Read the category rules, or pass rules to REPLACE the whole list. A plain match is a substring; a regex compiles only if it cannot backtrack exponentially. An empty match is refused. Free: 5 rules.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "reapply_all": {
            "description": "Also overwrite categories set by an earlier rule or by hand. Default false: only uncategorised transactions are touched",
            "type": "boolean"
          },
          "rules": {
            "description": "The complete rule list; it replaces the stored one. Omit to list the current rules",
            "items": {
              "additionalProperties": false,
              "properties": {
                "category": {
                  "description": "Category to set, e.g. \"software\"",
                  "maxLength": 120,
                  "type": "string"
                },
                "match": {
                  "description": "Text to look for in the counterparty or description, e.g. \"spotify\"",
                  "maxLength": 200,
                  "type": "string"
                },
                "regex": {
                  "description": "Treat match as a regular expression. A pattern that can backtrack exponentially is refused and used as a substring instead",
                  "type": "boolean"
                }
              },
              "required": [
                "match",
                "category"
              ],
              "type": "object"
            },
            "type": "array"
          }
        },
        "type": "object"
      },
      "name": "category_rules",
      "outputSchema": null
    },
    {
      "description": "Turn Pro on for this connection with key, an MCPL1.<payload>.<signature> issued at checkout for this server or the bundle. Data under your token stays; a wrong or expired key changes nothing. license_status confirms it.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "key": {
            "description": "License key from checkout, MCPL1.<payload>.<signature>",
            "type": "string"
          }
        },
        "required": [
          "key"
        ],
        "type": "object"
      },
      "name": "license_activate",
      "outputSchema": null
    },
    {
      "description": "Report this endpoint's licence state for your token as JSON: the product, the tier free or pro, why it is not Pro, and the checkout URL. Call it to explain a free-tier refusal. No arguments, nothing changes.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "properties": {},
        "type": "object"
      },
      "name": "license_status",
      "outputSchema": null
    },
    {
      "description": "Match bank debits against mcp-expense-tracker entries: same currency and amount, date within a few days. Reports matches, unmatched bank lines, expenses never hitting the bank. Read-only. Free: 31 days; Pro: any range.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Limit to one bank account",
            "maxLength": 120,
            "type": "string"
          },
          "from": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          },
          "to": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          },
          "window_days": {
            "description": "Allowed gap between the expense date and the bank date, default 3. A card payment usually settles a day or two after the receipt",
            "maximum": 31,
            "minimum": 0,
            "type": "integer"
          }
        },
        "required": [
          "from",
          "to"
        ],
        "type": "object"
      },
      "name": "reconcile_expenses",
      "outputSchema": null
    },
    {
      "description": "Find charges that come back: debits grouped by counterparty and currency with a steady amount and interval, with cadence, typical amount, next due date and annual cost. Free: 3 months, 5 charges.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Limit to one account",
            "maxLength": 120,
            "type": "string"
          },
          "min_occurrences": {
            "description": "Occurrences required before a charge counts as recurring, default 2",
            "maximum": 24,
            "minimum": 2,
            "type": "integer"
          },
          "months": {
            "description": "How far back to look, default 3. Two occurrences are enough to see a cadence, three make it certain",
            "maximum": 60,
            "minimum": 1,
            "type": "integer"
          }
        },
        "type": "object"
      },
      "name": "recurring_detect",
      "outputSchema": null
    },
    {
      "description": "Export the BANK transactions of a date range (a month, a quarter, a year) as .csv or .json and return a download link valid for one hour. This is the tool for \"export September\" once a statement has been imported. Nothing partial is ever written.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Limit to one account",
            "maxLength": 120,
            "type": "string"
          },
          "category": {
            "description": "Limit to one category",
            "maxLength": 500,
            "type": "string"
          },
          "format": {
            "description": "csv for a spreadsheet, json for a program",
            "enum": [
              "csv",
              "json"
            ],
            "type": "string"
          },
          "from": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          },
          "path": {
            "description": "Name for the downloaded file, e.g. september. It comes back as a download link valid for one hour",
            "maxLength": 4096,
            "type": "string"
          },
          "to": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          }
        },
        "required": [
          "from",
          "to",
          "format",
          "path"
        ],
        "type": "object"
      },
      "name": "statement_export",
      "outputSchema": null
    },
    {
      "description": "Call this tool to read a bank CSV into the local ledger. Columns detected from headers (date, description, amount, currency, balance); amounts use the file's locale; stored lines skipped. Returns detected/stored/skipped.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Name for this account, e.g. \"business EUR\". Default: the file name without its extension. Later imports of the same account are deduplicated against it",
            "maxLength": 120,
            "type": "string"
          },
          "bank": {
            "description": "Bank profile. Default \"auto\": the headers decide. \"generic\" skips profile detection and uses the header heuristics alone",
            "enum": [
              "auto",
              "revolut",
              "wise",
              "mbank",
              "pko",
              "ing",
              "n26",
              "generic"
            ],
            "type": "string"
          },
          "currency": {
            "description": "Currency for rows where the file names none. Defaults to the shared business profile's default_currency, else EUR; the response says which it used",
            "pattern": "^[A-Za-z]{3}$",
            "type": "string"
          },
          "overwrite": {
            "description": "Delete every transaction already stored for this account before importing, instead of merging. Use it when the bank reissued a corrected export",
            "type": "boolean"
          },
          "path": {
            "description": "Name of a statement uploaded with bank_upload",
            "maxLength": 4096,
            "type": "string"
          }
        },
        "required": [
          "path"
        ],
        "type": "object"
      },
      "name": "statement_import",
      "outputSchema": null
    },
    {
      "description": "What was spent/received in a date range per the BANK ACCOUNT, grouped by category, month, account or counterparty. For \"what did I spend in August\" once imported. Totals are per currency, never summed or converted.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Limit the summary to one account",
            "maxLength": 120,
            "type": "string"
          },
          "from": {
            "description": "ISO date, inclusive. Default: the start of the current month",
            "maxLength": 10,
            "type": "string"
          },
          "group_by": {
            "description": "Default category",
            "enum": [
              "category",
              "month",
              "account",
              "counterparty"
            ],
            "type": "string"
          },
          "to": {
            "description": "ISO date, inclusive. Default: today",
            "maxLength": 10,
            "type": "string"
          },
          "top": {
            "description": "Groups returned per currency, largest net first. Default 25",
            "maximum": 200,
            "minimum": 1,
            "type": "integer"
          }
        },
        "type": "object"
      },
      "name": "statement_summary",
      "outputSchema": null
    },
    {
      "description": "Set or clear the category on transactions by id, for a one-off no rule is worth writing for. Every id is checked first, so one unknown id refuses the whole call. category_rules matches by text instead.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "category": {
            "description": "Category to set. Pass an empty string to clear it",
            "maxLength": 120,
            "type": "string"
          },
          "ids": {
            "description": "Transaction ids, as returned by transactions_list or transactions_search",
            "items": {
              "maxLength": 64,
              "type": "string"
            },
            "minItems": 1,
            "type": "array"
          }
        },
        "required": [
          "ids",
          "category"
        ],
        "type": "object"
      },
      "name": "transaction_categorize",
      "outputSchema": null
    },
    {
      "description": "List stored transactions in a date range, optionally for one account or category, or only the ones no rule has categorised yet. Totals are reported per currency and never added across currencies.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "account": {
            "description": "Limit to one account, as named at import",
            "maxLength": 120,
            "type": "string"
          },
          "category": {
            "description": "Only transactions in this category",
            "maxLength": 500,
            "type": "string"
          },
          "from": {
            "description": "ISO date YYYY-MM-DD, inclusive. Default: the start of the current month",
            "maxLength": 10,
            "type": "string"
          },
          "limit": {
            "description": "Rows returned, default 200. Totals always cover the whole range",
            "maximum": 1000,
            "minimum": 1,
            "type": "integer"
          },
          "to": {
            "description": "ISO date YYYY-MM-DD, inclusive. Default: today",
            "maxLength": 10,
            "type": "string"
          },
          "uncategorized": {
            "description": "Only transactions with no category yet",
            "type": "boolean"
          }
        },
        "type": "object"
      },
      "name": "transactions_list",
      "outputSchema": null
    },
    {
      "description": "Find transactions whose description, counterparty, category or account contains the query. Case-insensitive substring search, never a regex, so a query with brackets in it cannot hang the server.",
      "inputSchema": {
        "$schema": "http://json-schema.org/draft-07/schema#",
        "additionalProperties": false,
        "properties": {
          "from": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          },
          "limit": {
            "description": "Rows returned, default 100",
            "maximum": 500,
            "minimum": 1,
            "type": "integer"
          },
          "query": {
            "description": "Text to look for, e.g. \"spotify\" or \"acme\"",
            "maxLength": 200,
            "type": "string"
          },
          "to": {
            "description": "ISO date, inclusive",
            "maxLength": 10,
            "type": "string"
          }
        },
        "required": [
          "query"
        ],
        "type": "object"
      },
      "name": "transactions_search",
      "outputSchema": null
    }
  ]
}

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