MCP tool reference

These are the tools an authorized agent can call. All of them read; none of them write. Every result is JSON, and every list-shaped result carries a truncated flag with a hint naming the next step when it is cut short.

Amounts are returned as a value and an asset code, never as a bare number. Dates are ISO-8601. Expense Hunter ranges are inclusive and interpreted in the ledger’s timezone.

Every host serves this whole catalog. What an agent sees is decided by the scopes you approved, not by the host you connected to: without fc:read the Focused Capitalist tools are neither listed nor callable, and the same holds for eh:read.

This page documents catalog v1, 2026-08-02.

Shared

Available to every connection, whichever scopes it holds.

get_account_overview

Reports who the connection belongs to, which scopes it holds, and whether each product has data.

Scope: Any scope
Inputs: No arguments.
Result caps: Fixed-size result, no cap. A product block is absent entirely when its scope was not granted.
Example question: "What can you see in my account?"

Expense Hunter

Require the eh:read scope.

eh_list_ledgers

Lists the ledgers you can access, with currency, timezone, your permission level and member count.

Scope: eh:read
Inputs: No arguments.
Result caps: 100 ledgers. Reports the total before the cap.
Example question: "Which ledgers do I have, and what currency is each in?"

eh_get_ledger_summary

Summarizes income, expense and net for a ledger over a date range, split by currency, month and category.

Scope: eh:read
Inputs: ledger_id - uuid string, required.
from - date, optional. Defaults to the first day of the current month in the ledger’s timezone.
to - date, optional. Defaults to the last day of that month.
The range may span at most 60 months.
Result caps: No cap. The bounded range bounds the result, so it never truncates.
Example question: "How did my spending in March compare with February, by category?"

eh_list_transactions

Returns transactions from a ledger, filtered by date, category, tag or amount, newest first.

Scope: eh:read
Inputs: ledger_id - uuid string, required.
from, to - dates, optional. Given neither, the last 12 months are read; an explicit range is used as given.
category_ids, tag_ids - arrays of uuid strings, optional. Empty means no filter; tags match any.
min_amount, max_amount - decimal strings, optional. Inclusive, against the converted amount.
page - integer, default 0, range 0 to 10000.
page_size - integer, default 20, range 1 to 50.
Result caps: Paginated, at most 50 per page. Deleted transactions are excluded. has_more is exact; the hint names the next page.
Example question: "List everything over 200 EUR in my groceries category last quarter."

eh_list_categories

Lists a ledger’s categories with their type, parent, sharing flag and display order.

Scope: eh:read
Inputs: ledger_id - uuid string, required.
Result caps: 500 categories.
Example question: "What subcategories sit under Travel in my main ledger?"

eh_get_budget_status

Reports each budget’s current window with its limit, spend and remaining amount.

Scope: eh:read
Inputs: ledger_id - uuid string, required.
Result caps: 100 budgets. Windows tile forward from the budget’s start date, not from calendar boundaries. Rollover is reported but not applied.
Example question: "Which budgets am I over this period?"

Focused Capitalist

Require the fc:read scope.

fc_list_portfolios

Lists the portfolios you can access, with reporting currency, sheet count and the latest net worth.

Scope: fc:read
Inputs: No arguments.
Result caps: 100 portfolios.
Example question: "What is my net worth in each portfolio, and how current is it?"

fc_get_portfolio_structure

Returns a portfolio’s sheets, nested sections and positions with their latest values.

Scope: fc:read
Inputs: portfolio_id - uuid string, required.
Result caps: 1000 positions, cut at whole-sheet granularity. Once a sheet does not fit, it and every later sheet are omitted and the hint names them.
Example question: "How is my portfolio structured, and which positions carry a stale price?"

fc_get_net_worth_history

Returns net worth over time as asset, liability and net values per snapshot date.

Scope: fc:read
Inputs: portfolio_id - uuid string, required.
from - date, optional. Defaults to the earliest snapshot.
to - date, optional. Defaults to today or the latest snapshot, whichever is later.
Result caps: 400 points. Points are snapshot dates, not calendar days. Over the cap, the most recent 400 are served and from reflects the served window.
Example question: "How has my net worth moved over the past two years?"

fc_get_position_details

Returns one position with its sheet, section, ownership share and saved valuation history.

Scope: fc:read
Inputs: position_id - uuid string, required. The owning portfolio is resolved by the server.
Result caps: The 120 most recent saved snapshots. Derived values are not history and are not listed.
Example question: "Show me the valuation history of this position and where the numbers came from."

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