finance

9 tools — 5 read, 4 write.

Tool		What it does
categorize_finance_transactions	write	Categorize, tag and link a finance book's transactions — up to ${MAX_CATEGORIZE_BATCH} in one call.
create_finance_book	write	Create a finance book.
delete_finance_book	write	Delete a finance book and everything in it — its bank connections, accounts, transactions and categories.
get_finance_book	read	Get one finance book: its name, starter category set, where it lives, your role on it (viewer, editor or owner), its bank connections with their status (active,
get_finance_categories	read	Get a finance book's category set: each category under its fixed type (income, expense or transfer — transfers such as card payments are left out of income and
list_finance_books	read	List the finance books you can reach.
list_finance_holdings	read	List a finance book's investment holdings — what each brokerage or retirement account holds right now: security, ticker, quantity, price, value and cost basis, largest value first.
list_finance_transactions	read	List a finance book's bank and card transactions, newest first, a page at a time.
update_finance_book	write	Rename a finance book.

Calling these

Over MCP, find one with search_tools, then run it with execute_tool. Over REST, POST /api/capabilities/<tool> with the arguments as the JSON body. Either way, fetch the input schema for the tool you're about to call rather than guessing — get_tool_schema over MCP, or GET /api/capabilities?name=<tool> over REST.

See How the API works for auth, errors and the shared envelope.