matcha money
Develop your ritual for financial wellness.
От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетБез входаГлобальныйБесплатноТолько чтение
Что умеет
- Get Accounts: Get all financial accounts (bank accounts, credit cards, investments).
- Get Account: Get detailed account information with optional balance history.
- Manage Accounts: Create or update any manual account (checking, savings, credit card, loan, investment, etc.), reconcile balances, rename, change type, toggle holdings-only, or archive/unarchive. Omit
Какие данные видит
Нужен ли аккаунт
Не нужен: сервер работает без входа
Develop your ritual for financial wellness.
Connect your accounts, automate your budgeting, and reach your goals together. A flexible financial platform built for families.
Список инструментов сервера (23)
Технические названия из tools/list. Нужны только разработчикам.
| get_accounts | Get all financial accounts (bank accounts, credit cards, investments). |
| get_account | Get detailed account information with optional balance history. |
| manage_accounts | Create or update any manual account (checking, savings, credit card, loan, investment, etc.), reconcile balances, rename, change type, toggle holdings-only, or archive/unarchive. Omit account_id to create, provide it to update. |
| get_net_worth | Get net worth data (current or historical). Use get_holdings for detailed investment data. |
| get_holdings | Get detailed investment holdings with per-ticker gain/loss. Use view=by_account to see holdings grouped under each account, or view=by_ticker to see positions aggregated across all accounts. |
| get_liabilities | Get all credit card and loan accounts with detailed liability information (APR, minimum payment, due date, credit limit) and a summary of total debt. |
| manage_holdings | Create, update, delete, exclude, or include investment holdings. Exclude/include controls whether a holding is hidden from portfolio views and totals. |
| manage_manual_items | Create, update, delete, or list manual banks for organizing manual accounts. Manual items are the equivalent of Plaid items for manually-created accounts. |
| get_transactions | Get recent transactions with optional filters. For incremental sync, use modified_after to fetch only transactions changed since last sync. |
| manage_transactions | Create, update, delete, split, or batch update transactions. Use mode to specify operation. |
| get_budget | Get budget data: targets, analysis, or income. Use get_liabilities for debt details. |
| manage_budgets | Set budget targets or transfer funds between categories/goals. |
| get_goals | Get financial goals. |
| manage_goals | Create, update, archive, or unarchive a savings goal. Provide goal_id to update an existing goal. |
| get_recurring_bills | Get all recurring bills. |
| manage_recurring_bills | Create, update, or delete a recurring bill. Provide bill_id to update/delete. |
| get_taxonomy | Get all categories and tags. |
| manage_taxonomy | Create, update, or delete a category or tag. Use type to specify which. |
| merge_tags | Merge one tag into another. All transactions with the source tag will be re-tagged with the target tag, and the source tag will be deleted. This action is irreversible. |
| get_alerts | Smart alerts are coming soon. This feature is temporarily disabled while we build a better alert system. |
| get_rules | Get all categorization rules for automatically categorizing transactions. |
| manage_rules | Create, update, or delete a categorization rule. Provide rule_id to update/delete. At least one of set_category or add_tags must be provided for create/update. |
| run_rules | Run categorization rules on all uncategorized transactions. |