MCP Tool Reference

Get The Authenticated User's Profile.

Get All Data Needed On App Launch For A Specific Month.

• monthRequired· Month number (1-12).
• yearRequired· Four-digit year (e.g. 2025).

Get The Monthly Spending Summary For A Specific Month.

• monthRequired· Month number (1-12).
• yearRequired· Four-digit year (e.g. 2025).

Get All Transactions For A Specific Month.

• monthRequired· Month number (1-12).
• yearRequired· Four-digit year (e.g. 2025).

Get Spending Categories With Their Budgets And Totals For A Specific Month.

• monthRequired· Month number (1-12).
• yearRequired· Four-digit year (e.g. 2025).

Get Categorical Spending Overview For A Specific Month.

• monthRequired· Month number (1-12).
• yearRequired· Four-digit year (e.g. 2025).

Get All Active Recurring Transactions.

Add A New Transaction.

• dateRequired· Transaction Date In YYYY-MM-DD Format.
• amount_spentRequired· Amount As A Decimal String (e.g. "42.50"). Positive = Expense, Negative = Income.
• categoryRequired· Category ID (See get_categories).
• titleRequired· Short Title For The Transaction (max 100 chars).
• subtitleOptional· Optional Longer Description (max 100 chars).
• tagsOptional· Optional List Of Tag IDs To Attach.
• payment_formsOptional· Optional List Of Payment Method IDs Used.

Update An Existing Transaction.

• idRequired· The Transaction ID To Update.
• dateOptional· New Date In YYYY-MM-DD Format.
• amount_spentOptional· New Amount As A Decimal String.
• categoryOptional· New Category ID (See get_categories).
• titleOptional· New Title (Max 100 Chars).
• subtitleOptional· New Subtitle (Max 100 Chars).

Delete A Transaction.

• transaction_idRequired· The ID Of The Transaction To Delete.

Create A New Tag Within A Spending Category.

• nameRequired· Tag Display Name.
• categoryRequired· Category ID (See get_categories) This Tag Belongs To.
• colorRequired· Hex Color Code For The Tag (e.g. "#FF5733").

Update An Existing Tag.

• idRequired· The Tag ID To Update.
• nameOptional· New Tag Name.
• categoryOptional· New Category ID.
• colorOptional· New Hex Color Code.

Delete A Tag.

• idRequired· The ID Of The Tag To Delete.

Add A New Payment Method (e.g. A Credit Card Name).

• nameRequired· Display Name For The Payment Method (Max 100 Chars).

Add A New Recurring Transaction Rule.

• amount_spentRequired· Amount As A Decimal String (e.g. "42.50").
• categoryRequired· Category ID (See get_categories).
• titleRequired· Short Title (Max 100 Chars).
• next_occurrenceRequired· Date Of The Next Occurrence In YYYY-MM-DD Format.
• frequencyRequired· Recurrence frequency — 0=weekly, 1=biweekly, 2=monthly, 3=yearly.
• end_typeRequired· When To Stop — 0=Never, 1=After N Occurrences, 2=On A Specific Date.
• subtitleOptional· Optional Description (Max 100 Chars).
• tagsOptional· Optional list of tag IDs.
• payment_formsOptional· Optional List Of Payment Method IDs.
• end_occurrenceOptional· Number Of Occurrences Before Stopping (Required If End Type = 1).
• end_dateOptional· End Date In YYYY-MM-DD Format (Required If End Type = 2).

Get All Investment Accounts.

Get All Investment Account Groups.

Get Investment Positions (Holdings).

• account_idOptional· Filter Positions To A Specific Investment Account.
• group_idOptional· Filter Positions To Accounts In A Specific Group.
• is_activeOptional· If True, Only Return Positions With Non-Zero Quantity.

Get Trade History.

• account_idOptional· Filter Trades To A Specific Investment Account.
• tickerOptional· Filter Trades By Yahoo Ticker Symbol (e.g. "AAPL").
• offsetOptional· Number Of Trades To Skip (For Pagination).
• limitOptional· Maximum Number Of Trades To Return.

Get The User's Investment-Related Settings.

Get The Portfolio Summary Computed By The Server.

• display_currencyOptional· Currency To Report In ("CAD", "USD", "GBP"). Defaults To The User's Setting.

Get Trades With Server-Computed Cost Basis And Realized Gain On Each Sell.

• display_currencyOptional· Currency For The Converted Columns.
• account_idOptional· Filter To One Investment Account.
• tickerOptional· Filter By Yahoo Ticker.
• offsetOptional· Number Of Trades To Skip.
• limitOptional· Maximum Number Of Trades To Return.

Get Every Buy As A Lot, Matched To The Sells That Closed It (Oldest First, Per Account).

Get Net Worth History Converted With Each Snapshot's Own FX Rates.

• display_currencyOptional· Currency To Report In. Defaults To The User's Setting.

Create A New Investment Account.

• nameRequired· Display Name For The Account (e.g. "TFSA - Wealthsimple").
• account_typeRequired· One Of "TFSA", "RRSP", "FHSA", "NON_REGISTERED", "SAVINGS", "CRYPTO".
• institutionOptional· Financial Institution Name.
• group_idOptional· ID Of The Group To Place This Account In.
• currencyOptional· Account Currency Code (e.g. "CAD", "USD").
• is_investmentOptional· Whether The Account Holds Positions. Defaults To True For Every
• cash_balancesOptional· Starting Cash By Currency, e.g. {"CAD": "1500.00"}.
• total_contributedOptional· Total Amount Contributed So Far, As A String.

Update An Existing Investment Account.

• idRequired· The Investment Account ID.
• nameOptional· New Display Name.
• account_typeOptional· New Account Type.
• institutionOptional· New Institution Name.
• group_idOptional· New Group ID.
• currencyOptional· New Currency Code.
• is_investmentOptional· Whether The Account Holds Positions.
• cash_balancesOptional· Cash By Currency To Set, e.g. {"CAD": "1500.00", "USD": "20.00"}.
• total_contributedOptional· Total Amount Contributed So Far, As A String.
• remove_from_groupOptional· True To Take The Account Out Of Its Group.

Delete An Investment Account And All Its Positions And Trades.

• idRequired· The Investment Account ID To Delete.

Create A New Investment Account Group.

• nameRequired· Display Name For The Group.

Delete An Investment Account Group.

• idRequired· The Group ID To Delete.

Reorder Investment Account Groups.

• group_idsRequired· List Of Group IDs In The Desired Display Order.

Record A New Trade (Buy Or Sell).

• account_idRequired· The Investment Account ID Where This Trade Occurred.
• ticker_yahooRequired· Yahoo Finance Ticker Symbol (e.g. "AAPL", "XIU.TO"). For Private Companies Use Any Unique Identifier.
• ticker_displayRequired· Display Ticker (e.g. "AAPL", "XIU", "Startup Inc").
• sideRequired· "BUY" Or "SELL".
• quantityRequired· Number Of Shares/Units As A String (e.g. "10.5").
• currencyRequired· Currency Code (e.g. "CAD", "USD").
• dateRequired· Trade Date In YYYY-MM-DD Format.
• price_totalOptional· For A BUY, The Total Cost (Required). For A SELL, The Cost Basis Removed —
• sale_price_totalOptional· For SELL Trades, The Total Sale Proceeds.
• exchange_rateOptional· Exchange Rate At The Time Of Trade (If Foreign Currency).
• is_optionOptional· True If This Trade Is For An Options Contract.
• option_typeOptional· "CALL" Or "PUT" (Required If is_option Is True).
• strike_priceOptional· Strike Price As A String (Required If is_option Is True).
• expiry_dateOptional· Option Expiry Date In YYYY-MM-DD Format (Required If is_option Is True).
• contract_sizeOptional· Number Of Shares Per Contract (Default 100 For Exchange-Traded, Use 1 For Employee Stock Options).
• manual_priceOptional· Current FMV Per Share For Private/Non-Public Positions.

Delete A Trade Record And Reverse Its Effect On The Position.

• idRequired· The Trade ID To Delete.

Edit A Trade In Place. Positions Are Rebuilt From Trade History Automatically.

• idRequired· The Trade ID To Edit.
• account_idOptional· Move The Trade To Another Investment Account.
• ticker_yahooOptional· New Yahoo Ticker.
• ticker_displayOptional· New Display Ticker.
• sideOptional· "BUY" Or "SELL".
• quantityOptional· New Quantity As A String.
• price_totalOptional· For A BUY, Total Cost. For A SELL, Cost Basis Removed.
• sale_price_totalOptional· For A SELL, Total Proceeds.
• currencyOptional· Currency Code.
• exchange_rateOptional· Exchange Rate At The Time Of Trade.
• dateOptional· Trade Date In YYYY-MM-DD Format.

Directly Create A Position Without A Trade Record.

• account_idRequired· The Investment Account ID.
• ticker_yahooRequired· Yahoo Finance Ticker Symbol (e.g. "AAPL", "XIU.TO").
• ticker_displayRequired· Display Ticker (e.g. "AAPL", "XIU").
• currencyRequired· Currency Code ("CAD", "USD", Or "GBP").
• quantityRequired· Number Of Shares/Units As A String (e.g. "100").
• book_price_totalRequired· Total Book Cost As A String (e.g. "13000.00").
• is_optionOptional· True If This Is An Options Position.
• option_typeOptional· "CALL" Or "PUT" (Required If is_option Is True).
• strike_priceOptional· Strike Price As A String (Required If is_option Is True).
• expiry_dateOptional· Option Expiry Date In YYYY-MM-DD Format (Required If is_option Is True).
• contract_sizeOptional· Number Of Shares Per Contract (Default 100).
• manual_priceOptional· Current FMV Per Share For Private/Non-Public Positions.

Update A Position's Fields.

• idRequired· The Position ID To Update.
• manual_priceOptional· Current FMV Per Share As A Decimal String (e.g. "25.00").
• contract_sizeOptional· Number Of Shares Per Contract.
• quantityOptional· New Quantity As A Decimal String (e.g. "100").
• book_price_totalOptional· New Total Book Cost As A Decimal String (e.g. "13000.00").
• ticker_displayOptional· New Display Ticker (e.g. "TSE:SHOP").

Delete A Position.

• idRequired· The Position ID To Delete.

Update Investment-Related Settings.

• display_currencyOptional· Preferred Display Currency (e.g. "CAD", "USD", "GBP").
• active_currenciesOptional· List Of Currency Codes The User Interacts With (e.g. ["CAD", "USD"]).
• tfsa_contribution_roomOptional· Available TFSA Contribution Room As A Decimal String.
• rrsp_contribution_roomOptional· Available RRSP Contribution Room As A Decimal String.
• fhsa_contribution_roomOptional· Available FHSA Contribution Room As A Decimal String.

Get All Net Worth Snapshots.

Get A Specific Net Worth Snapshot With Full Details.

• idRequired· The Snapshot ID.

Create A Live Net Worth Snapshot.

Create A Manual Net Worth Snapshot With User-Provided Values.

• dateRequired· Snapshot Date In YYYY-MM-DD Format.
• totalRequired· Total Net Worth In Storage Currency As A Decimal String.
• fx_ratesOptional· Optional Dict Of FX Rates (e.g. {"USD_CAD": "1.3679"}).
• storage_currencyOptional· Currency The Total Is Denominated In (Default: "CAD").
• entriesOptional· Optional List Of Entry Dicts With "value" And Either "account_id" (Preferred — Linked

Delete A Net Worth Snapshot.

• idRequired· The Snapshot ID To Delete.

Update The Value Of A Single Entry In A Net Worth Snapshot.

• idRequired· The Snapshot Entry ID.
• valueRequired· New Value In Storage Currency As A Decimal String.

Get All Supported Currencies.

Get Exchange Rates For All Supported Currencies Against A Target Currency.

• targetRequired· Target Currency Code (e.g. "CAD", "USD").

Get Live Market Prices For A List Of Tickers.

• tickersRequired· List Of Yahoo Finance Ticker Symbols (e.g. ["AAPL", "XIU.TO", "MSFT"]).

Get The Current Exchange Rate Between Two Currencies.

• from_currencyRequired· Source Currency Code (e.g. "USD").
• to_currencyRequired· Target Currency Code (e.g. "CAD").

Get S&P 500 Returns For Specific Dates.

• datesRequired· List Of Dates In YYYY-MM-DD Format To Get S&P 500 Values For.

Get The User's Stock Watchlist With Current Prices.

• periodOptional· Optional Time Period For Price Change Display (e.g. "1d", "5d", "1mo", "3mo", "1y").

Get Historical Price Data For A Ticker.

• tickerRequired· Yahoo Finance Ticker Symbol (e.g. "AAPL").
• periodOptional· Time Period — "1d", "5d", "1mo", "3mo", "6mo", "1y", "5y", "max".

Add A Ticker To The Watchlist.

• ticker_yahooRequired· Yahoo Finance Ticker Symbol (e.g. "AAPL", "XIU.TO").
• ticker_displayRequired· Display Ticker (e.g. "AAPL", "XIU").

Remove A Ticker From The Watchlist.

• idRequired· The Watchlist Item ID To Delete.

Reorder The Watchlist.

• item_idsRequired· List Of Watchlist Item IDs In The Desired Display Order.

List All Connections For The Authenticated User.

List Running Balances With All Connected Users.

Get Detailed Balance History With A Specific Connected User.

• user_idRequired· The ID Of The Connected User To View Balance Details With.

Invite A User To Connect For Shared Expenses.

• emailOptional· The Email Address Of The User To Invite.
• phone_numberOptional· The Phone Number Of The User To Invite.

Accept A Pending Connection Invite.

• connection_idRequired· The ID Of The Connection Invite To Accept.

Decline A Pending Connection Invite.

• connection_idRequired· The ID Of The Connection Invite To Decline.

Remove An Accepted Connection.

• connection_idRequired· The ID Of The Connection To Remove.

Send A Nudge Reminder To A Connected User About Outstanding Balances.

• connection_idRequired· The ID Of The Connection To Nudge.

Create A New Shared Expense Split.

• dateRequired· Transaction Date In YYYY-MM-DD Format.
• total_amountRequired· Total Amount As A Decimal String (e.g. "42.50").
• categoryRequired· Category ID (See get_categories).
• titleRequired· Short Title For The Expense (Max 100 Chars).
• participantsRequired· List Of Participant Dicts, Each With "user_id" (int) And "share_amount" (str).
• subtitleOptional· Optional Description (Max 100 Chars).

Mark A Split Participant As Settled (Paid).

• split_idRequired· The ID Of The Split.
• user_idRequired· The ID Of The Participant To Mark As Settled.

Unsettle A Previously Settled Split Participant.

• split_idRequired· The ID Of The Split.
• user_idRequired· The ID Of The Participant To Unsettle.

Delete A Shared Expense Split.

• split_idRequired· The ID Of The Split To Delete.

Record A Bulk Settlement Payment To A Connected User.

• to_user_idRequired· The ID Of The User You Are Settling With.
• amountRequired· Settlement Amount As A Decimal String (e.g. "100.00").
• noteOptional· Optional Note (e.g. "E-Transfer", "Cash").