surefinance-mcp-server

oculairmedia/surefinance-mcp-server

3.2

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SureFinance MCP Server provides programmatic access to financial data for integration with AI assistants and other MCP clients.

Tools

Functions exposed to the LLM to take actions

get_accounts

List all accounts with current balances

get_account_balance_history

Time series balance data for charts

get_transactions

Query transactions with filters

search_transactions

Full-text search across transactions

get_budgets

List budgets with spending analysis

get_categories

List transaction categories and hierarchies

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources