Tools

The server exposes 60 tools. Those marked with * require confirm: true: without it they do not run and instead return the effect on the balance so the assistant can ask you. See Security.

Every tool accepts an optional workspaceId for users with several accounts.

Area	Tools
Account and members	get_me, get_workspace, set_workspace_alias, set_expense_split_allowed, invite_member, remove_member*
Links (Family)	list_account_links, invite_account_link, accept_account_link, remove_account_link*
Notifications	list_notifications, mark_notifications_read, get_notification_preferences, set_notification_preference
Categories	list_categories, create_category, update_category, delete_category*
Bank accounts	list_bank_accounts, get_bank_account_balances, get_bank_account_statement, create_bank_account, update_bank_account, delete_bank_account*
Wallets	list_wallets, get_wallet_balances, create_wallet, update_wallet, delete_wallet*
Cards and invoices	list_cards, list_card_invoices, create_card, update_card, delete_card, list_card_payments, pay_card_invoice, delete_card_payment
Budgets	list_budgets, save_budget, delete_budget*
Entries	list_transactions, get_transaction, create_transaction, update_transaction, pay_transaction, unpay_transaction, delete_transaction, get_installment_group, update_installment_group
Transfers	list_transfers, create_transfer, delete_transfer*
Goals	list_goals, get_goal_statement, create_goal, update_goal, save_goal_plan, delete_goal*
Summary	get_month_summary, get_overview

Conventions

• Amounts are integers in cents: R$ 12.34 is 1234.
• Dates use YYYY-MM-DD and months use YYYY-MM.

Example

A request like “Record a R$ 50.00 grocery expense today, paid in cash” usually makes the assistant call:

create_transaction

{
  "type": "expense",
  "description": "Groceries",
  "amount": 5000,
  "date": "2026-11-12",
  "categoryId": "<id of the Groceries category>",
  "paymentMethod": "cash"
}

Payment methods: credit_card (requires cardId), debit_card, pix, boleto, cash and bank_transfer (use accountId or walletId). To split into installments, pass installments (up to 48). Each tool’s full schema is shown by your MCP client.

Out of scope

By design, the server does not expose plan changes or internal system jobs. Change plans in the app.