vokse

vokse ведёт бюджет домохозяйства с нулевым остатком через ассистента

От сообществаРаботаетБез входаГлобальныйБесплатноТолько чтение

Что умеет

  • Просматривать счета, транзакции и категории бюджета
  • Настраивать и проверять правила автоматизации транзакций
  • Строить прогнозы и отчёты по бюджету
  • Отслеживать цели и регулярные платежи
  • Работать с чеками и подсказками по категориям

Какие данные видит

Доступ выдаётся на уровне домохозяйства и может быть только для чтения или полным — это выбирается при подключении.

Нужен ли аккаунт

Не нужен: сервер работает без входа

MCP-сервер vokse подключает Claude, ChatGPT или другой клиент к бюджету домохозяйства по OAuth 2.1. Ассистент работает со счетами, транзакциями, регулярными платежами, чеками, целями, прогнозами и отчётами по методу нулевого бюджета.

Как подключить

Как подключить vokse к Claude

Адрес сервера, который нужно вставить в настройках Claude:

https://vokse--vokse.run.tools

  1. Откройте Claude (сайт claude.ai или приложение для компьютера).
  2. Перейдите в Настройки → Коннекторы (в английском интерфейсе: Settings → Connectors).
  3. Нажмите Добавить пользовательский коннектор (Add custom connector).
  4. Вставьте адрес сервера, скопированный ниже, в поле URL удалённого MCP-сервера и нажмите Добавить.
  5. В чате нажмите + → Коннекторы и включите новый коннектор.

Пользовательские коннекторы доступны на тарифах Free, Pro, Max, Team и Enterprise. На Free можно добавить только один. В Team и Enterprise коннектор сначала добавляет владелец организации в Настройки организации → Коннекторы.

Авторизация

После нажатия Добавить откроется окно входа в сервис. Войдите под своим аккаунтом и подтвердите доступ. Пароль Claude не видит.

Как подключить vokse к ChatGPT

Адрес сервера, который нужно вставить в настройках ChatGPT:

https://vokse--vokse.run.tools

  1. Откройте ChatGPT в браузере (chatgpt.com). Нужен тариф Plus, Pro, Business, Enterprise или Edu.
  2. Один раз включите режим разработчика: Настройки → Приложения → Дополнительные настройки → Режим разработчика (Settings → Apps → Advanced settings → Developer mode).
  3. Откройте Настройки → Коннекторы и нажмите Создать (Create).
  4. Заполните форму: Название (любое), Описание (одна фраза, что делает сервис), URL MCP-сервера (скопируйте ниже).
  5. В поле Аутентификация выберите OAuth, если сервис требует вход, иначе Нет. Нажмите Создать.
  6. В новом чате откройте + → Приложения/Коннекторы и включите коннектор.

Название раздела у OpenAI менялось (Connectors → Apps/Plugins). Если пункт называется иначе, ищите «режим разработчика» в настройках. В рабочих пространствах Business/Enterprise администратор должен разрешить пользовательские коннекторы.

Авторизация

При первом использовании ChatGPT откроет окно входа в сервис. Войдите и подтвердите доступ.

Как подключить vokse к Cursor

Адрес сервера, который нужно вставить в настройках Cursor:

https://vokse--vokse.run.tools

Быстрый способ: нажмите кнопку Открыть в Cursor ниже, Cursor сам предложит добавить сервер.

Вручную:

  1. В Cursor откройте Settings → Cursor Settings → MCP и нажмите Add new global MCP server.
  2. Вставьте JSON, скопированный ниже, в открывшийся файл ~/.cursor/mcp.json (для одного проекта: .cursor/mcp.json в корне проекта).
  3. Сохраните файл. Сервер появится в списке MCP; при необходимости пройдите авторизацию по кнопке рядом с ним.

Авторизация

Если сервис требует вход, рядом с сервером в списке MCP появится кнопка авторизации.

Список инструментов сервера (29)

Технические названия из tools/list. Нужны только разработчикам.

list_householdsList the households this connection covers, with your role and the access level. Call this first when a tool needs a householdId.
list_rulesList the household automation rules with their conditions and action, newest priority first. Use this before answering "what rules do I have" or before creating one that may already exist.
preview_ruleShow which existing transactions a rule would touch, without changing anything. Use it to check a rule before apply_rule, or to tell the user how many rows are affected.
searchCross-entity full-text search. `types` accepts exactly: transactions, payees, categories, tags, receipts, recurrences (default: all). Trigram-similarity ranked. Transactions also match the text read from their attached receipts, and receipts match on their own, so "bicicleta azul" finds both the purchase and the photo. For "duplicate charges" or "duplicate subscriptions" (e.g. Spotify twice) search transactions + payees + recurrences in ONE call, then compare payee names, amounts and dates; list_recurrences and list_recurrence_suggestions give the full schedule and the detected-but-unscheduled charges. Use for "find anything mentioning X" queries.
list_goalsList every category goal in the household (kind, targetCents, byDate, notes) together with the category name. Kinds: target_balance, target_by_date, monthly_funding, spending_target, debt_payoff.
list_accountsList all financial accounts in the household (checking, savings, credit cards, etc.), including their current balance in the account currency.
get_accountFetch a single financial account by its ULID. Returns name, type, currency, balance, status.
list_tagsList every tag in the household (id, name, color). Use the ids with update_transaction {patch: {tagIds}} or list_transactions {tagIds}.
list_transaction_flagsList the household colour flags (six built-ins: red, orange, yellow, green, blue, purple) with their id, systemKey, current name (renamed by the household when isDefaultName is false), colour and keyboard shortcut. Use the ids with list_transactions {flagIds} or update_transaction {flagId}; update_transaction also accepts flag: "<systemKey or name>".
get_budgetGet the full budget snapshot for a given month (YYYY-MM): per-category assigned/activity/carryover/available — each row includes categoryName + groupName (use those names when answering; never show raw ids) — plus ABT (Available to Budget) and totals. Use this for any "where is my money?" question.
list_payeesList every payee (merchant or person) in the household with its id, name, and default category id. Use this to turn the payeeId on a transaction into a human-readable name — transactions reference payees by id and often carry no inline name — or to browse the payee directory. Returns an array of payees.
payee_category_hintsCategory evidence per payee, for categorising, in ONE call: name, defaultCategoryId, topCategoryId + topCategoryCount (the category this household used most for the payee), lastCategoryId (its most recent category) and uncategorisedCount (rows still without a category). Fields that are null or zero are omitted; isTransfer: true marks a transfer payee whose rows are never categorised; looksLike ("cash_withdrawal", "bank_fee", "card_payment") marks a payee whose name matches one of the fixed categorising rules (cash withdrawal, bank fee, card payment), which win over its history. When a cash_withdrawal payee is present the result also carries cashAccounts (the open accounts of type cash, by id and name; empty means there is none), cashWithdrawalCategory (the existing cash-withdrawal category, or null) and cashRule, the exact call those rows take: follow it literally. Filter with onlyWithUncategorised: true (the working set of a categorising turn, pending payees first) or payeeIds (up to 200). Use this instead of calling list_transactions per payee: it replaces the same-payee history lookup for every payee at once.
get_payeeFetch a single payee by its ULID. Returns its name, normalized name, default category id, and transfer info. Use to resolve one payeeId to its name.
list_membersWho shares this household and with which role (owner, editor, viewer). Useful when the user asks who can see or change their money.
list_transactionsList transactions, newest first. Filters: accountId, categoryId, payeeId, dateFrom/dateTo (YYYY-MM-DD), search (memo, payee names and aliases, receipt text), amount range, tagIds (any-of), flagIds / hasFlag (colour flags; names via list_transaction_flags), hasReceipt, needsReview, uncategorized. uncategorized: true = every row with no category that can take one (any sign, any account; transfer legs, system rows and split parents excluded), independent of needsReview. needsReview is a small subset: to find everything that still needs a category use uncategorized: true. Paginated: pass nextCursor back as cursor until it is null; limit up to 100. Rows are compact by default (id, date, amountCents, currency, accountId, payeeName; payeeId, categoryId, memo, flagId, tagIds, splits, transferGroupId, suggestedCategoryId / suggestionConfidence / suggestionSource only when set, status only when not cleared, needsReview only when true: a missing categoryId means uncategorised). Compact rows carry everything needed to categorise; fields: "full" (every column) is for API clients that need the rest, never a reason to re-fetch a page.
get_transactionFetch a single transaction by its ULID, including splits and tag ids.
list_categoriesList the household category tree: every group (id, name, hidden, systemKey, position) with its categories (id, name, icon, color, hidden, needsReview, linkedAccountId). Call it before creating, renaming or budgeting so you reuse existing names and ids. includeHidden defaults to true.
generate_forecastProduce a per-category spend projection for :yearMonth. Returns baseline (EMA over the last 6 months) + recurrence overlay, plus an LLM-adjusted refinement when refine=true (default false; only enable when the user explicitly asks for explanations).
generate_reportProduce a vokse report for a date range and return the live JSON inline. For a downloadable file use export_report instead.
export_reportEnqueue an async downloadable export (csv, pdf or xlsx) of a vokse report and return the exportId — the host polls GET /reports/exports/:id for the download URL. For inline data use generate_report.
list_insightsList the household's AI-generated insights, newest first. Filter by kind (monthly_summary, spending_anomaly, goal_progress, savings_opportunity, recurring_growth, cashflow_runway, budget_adherence) or periodStart (YYYY-MM-DD). By default returns undismissed insights only. Returns paginated items + nextCursor; pass the previous nextCursor back as cursor to fetch the next page.
list_recurrencesList the recurring transactions (subscriptions, rent, salary): name, amount, frequency, next run date and status (active, paused or archived). Soonest first.
list_recurrence_suggestionsRecurring charges detected in the household activity (ADR 0109): subscriptions and bills that are not scheduled yet (kind "new") and tracked recurrences whose last charge changed price (kind "price_change"). Each carries a stable key, payee, amount, cadence, confidence and the charges behind it. Use accept_recurrence_suggestion to schedule one.
list_receiptsList receipt photos the household uploaded, newest first, with what was read from each (merchant, date, total, tags, summary, item count, status). inboxOnly=true returns the tray: photos not yet linked to a transaction. status filters by extraction state (pending, processing, extracted, failed); q matches the text read from the photo (merchant, items, tags). Use get_receipt for the full line items. A pending/processing receipt is still being read; a failed one could not be read.
get_receiptEverything read from one receipt photo: merchant, date, totals (total, subtotal, tax, tip), payment method, tags, summary, and every line item with quantity, unit, unit price and line total (integer cents; unit prices also per base unit kg / l / unit). You never see the image, only what was read from it.
search_receipt_itemsLine items read from receipt photos, newest purchase first: description, canonical product name, brand, quantity + unit, unit price, line total, and the unit price per base unit (kg, l, unit). q matches product names ("manzana", "papel higiénico"); merchant narrows to one shop; dateFrom/dateTo bound the purchase day. Use it to answer "what did I pay for X on that receipt" or to list what was bought somewhere.
summarize_receipt_itemsPer-product summary across all receipt photos: how many times it was bought, total spent, and the unit price (quantity-weighted average, min, max, latest) per base unit (kg, l, unit), plus where it was bought. Answers "how much am I paying per kilo of apples", "what is the most expensive thing I buy at the supermarket" (sort=unitPrice, merchant=...), "what do I buy most often" (sort=frequency). Always say the unit when you quote a price.
receipt_item_price_historyHow the unit price of a product moved over time, from receipt photos: per month (default) or week, quantity-weighted average plus min/max per base unit (kg, l, unit) and the merchants. Answers "how much has the price of apples gone up this year". Compare the first and last buckets and say the unit; if there are fewer than two buckets say there is not enough history.
list_recent_changesList recent changes to the household (the change history / "Recent Moves"): budget assignments and moves, transaction edits, category/account/payee/goal/rule/recurrence/tag changes — newest first, with who made each one and whether it can be undone. Use the returned id with undo_change / redo_change. Reversals (undos/redos) are listed too unless includeReversals is false.