money-manager-mcp

shahlaukik/money-manager-mcp

3.1

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The Money Manager MCP Server is a Model Context Protocol server designed to integrate AI assistants with the Realbyte Money Manager application for personal finance management.

Tools

Functions exposed to the LLM to take actions

init_get_data

Get categories, payment types, configuration

transaction_list

List all transactions

transaction_create

Create a new transaction

transaction_update

Update an existing transaction

transaction_delete

Delete a transaction

summary_get_period

Get financial summaries for a period

summary_export_excel

Export financial summaries to Excel

asset_list

List all assets

asset_create

Create a new asset

asset_update

Update an existing asset

asset_delete

Delete an asset

card_list

List all credit cards

card_create

Create a new credit card entry

card_update

Update an existing credit card entry

transfer_create

Create a money transfer between accounts

transfer_update

Update a money transfer

dashboard_get_overview

Get an overview of the dashboard

dashboard_get_asset_chart

Get asset distribution chart

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources