CapyCash MCP Server

list_lists

Get all financial lists

create_list

Create a new financial list

list_categories

Get income and expense categories

create_category

Create a new category

get_transactions

Get transactions by period

create_transaction

Create a transaction

get_transaction_summary

Get financial summary

get_transactions_by_range

Get transactions by date range

list_scenarios

List saved scenarios

get_scenario

Get one scenario by ID or name

create_scenario

Create a savings scenario

update_scenario

Update scenario fields

get_financial_score

Financial health score (0-100)

can_i_afford

Analyze if a purchase is affordable

get_spending_insights

Budget alerts and spending anomalies

get_recurring_expenses

Detect recurring/subscription expenses

simulate_savings

Simulate savings from reducing spending

get_time_to_earn

Convert expenses to work hours

export_transactions

Export transactions as CSV

get_import_template

Get import format template

import_transactions

Bulk import transactions (max 100)