toshl-mcp-server

toshl-mcp-server

3.1

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An MCP (Model Context Protocol) server for integrating Toshl Finance with AI agents.

The Toshl MCP Server acts as a bridge between AI agents and the Toshl Finance API, enabling AI agents to access and analyze financial data from Toshl. This integration allows for the provision of insights and advice based on the financial data retrieved. The server supports READ access to various Toshl Finance API endpoints, including accounts, categories, tags, budgets, user information, and planning. It is designed to facilitate seamless interaction between AI systems and financial data, enhancing the capabilities of AI agents in financial analysis and decision-making.

Features

  • READ access to Toshl Finance API endpoints: Accounts, Categories, Tags, Budgets, User information, Planning
  • MCP Resources: List accounts, Get account details, List categories, Get category details, List tags, Get tag details, List budgets, Get budget details, Get budget history, Get user profile, Get account summary, List entries
  • MCP Tools: Account tools, Category tools, Tag tools, Budget tools, User tools, Entry tools, Analysis tools

Tools

  1. Account tools

    list accounts, get account details

  2. Category tools

    list categories, get category details

  3. Tag tools

    list tags, get tag details

  4. Budget tools

    list budgets, get budget details, get budget history

  5. User tools

    get profile, get summary, get payment types, get payments

  6. Entry tools

    list entries, get entry details, get entry sums, get entry timeline, create entry, update entry, delete entry, manage entries

  7. Analysis tools

    analyze spending by category, analyze budget performance, analyze account balances

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