Model Context Protocol
CapyCash MCP
Personal financeCapyCash financial data, ready to use.
CapyCash MCP brings lists, categories, transactions, and scenarios into one reliable workspace for reviewing activity, updating records, and planning ahead.
Tools
21
Focused operations for day-to-day financial tasks.
Visual surfaces
4
Lists, categories, transactions, and scenarios.
Interaction model
Read + Write
Review, creation, updates, and imports in one workspace.
Access model
OAuth
User-scoped access with explicit authorization.
Account structure
Lists and categories define how money is grouped and understood.
Transaction history
Activity by period, summaries, and date-range lookups.
Savings scenarios
Concrete goals with plans that can be adjusted over time.
Spending signals
Affordability checks, recurring charges, and savings simulations.
Import and export
CSV-based flows for moving data in and out cleanly.
Clear structure first. Analysis and action on top of it.
Core capabilities
Built for everyday finance work.
The point is not to expose raw protocol detail. It is to make CapyCash data useful inside MCP for real decisions and routine work.
Available tools
Tools are grouped by job and described in product terms, so the page stays useful to people as well as compatible clients.
list_lists
Returns the financial lists available in the account.
create_list
Creates a new list for a budget, goal, or spending area.
list_categories
Retrieves income and expense categories for organization and review.
create_category
Adds a new category so future transactions and budgets stay organized.
get_transactions
Reads transactions for a selected period.
create_transaction
Adds a new financial entry to the account.
get_transaction_summary
Builds a compact income, expense, and balance summary.
get_transactions_by_range
Looks up transaction history across a custom date range.
export_transactions
Exports transactions as CSV for analysis or backup.
get_import_template
Returns the expected structure for bulk imports.
import_transactions
Imports up to 100 transactions in one operation.
list_scenarios
Lists the scenarios already saved for the account.
get_scenario
Fetches a specific scenario by name or identifier.
create_scenario
Creates a new savings scenario with a target and timeline.
update_scenario
Updates an existing scenario when the goal or plan changes.
get_financial_score
Calculates an overall financial health score.
can_i_afford
Evaluates whether a purchase fits the current financial position.
get_spending_insights
Highlights anomalies, alerts, and spending trends.
get_recurring_expenses
Detects repeated expenses and subscription-like patterns.
simulate_savings
Projects savings by reducing or eliminating a recurring expense.
get_time_to_earn
Translates spending into the work time required to earn it back.
Designed for MCP
CapyCash MCP is organized around stable financial actions, authenticated access, and dedicated views where clients support them.
Lists
Overview of financial spaces and how data is grouped.
Categories
Income and expense classification with budgeting context.
Transactions
History, summaries, and filtered views across time ranges.
Scenarios
Savings plans, targets, and progress-oriented comparisons.