Model Context Protocol
CapyCash MCP
Personal financeFinancial context, actions, and planning for CapyCash.
CapyCash MCP organizes lists, categories, transactions, scenarios, and financial signals into a consistent MCP app built for real budgeting and decision-making.
Tools
21
Finance operations exposed as structured MCP capabilities.
Visual surfaces
4
Lists, categories, transactions, and scenarios.
Interaction model
Read + Write
Retrieval, creation, updates, and imports in one workspace.
Access model
OAuth
User-scoped account access with explicit authorization.
Workspace structure
Lists and categories define how money is organized.
Transaction history
Period views, summaries, and date-range access.
Scenario planning
Savings goals and adjustable plans.
Spending intelligence
Affordability, recurring charges, and simulated savings.
Import and export
Templates plus CSV-based transfer flows.
Designed to keep financial context useful, actionable, and user-scoped.
Core capabilities
A product landing, not a protocol dump.
CapyCash MCP should explain what the app can do in practice: organize money, inspect history, plan goals, and surface better decisions.
Tool surface
The app can still show its tools, but grouped by workflow and explained in product terms instead of looking like an internal route index.
list_lists
Returns the financial lists available in the account.
create_list
Creates a new list to separate a budget, goal, or spending area.
list_categories
Retrieves income and expense categories for organization and reporting.
create_category
Adds a new category so future transactions and budgets stay structured.
get_transactions
Reads transactions for a selected period.
create_transaction
Adds a new financial movement to the user 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 portability and analysis.
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 around 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 spend.
get_time_to_earn
Translates spending into the work time required to earn it back.
Designed as an MCP app
CapyCash MCP is shaped around protocol-native behavior rather than a visible list of routes and endpoints.
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.