// MCP TOOL REFERENCE

MONEYWIZ MCP SERVER TOOLS

15 tools from the MoneyWiz MCP Server MCP Server, categorised by risk level.

View the MoneyWiz MCP Server policy →
// ALL 15 MONEYWIZ MCP SERVER TOOLS
READ 15 tools
Read analyze_budget_performance Analyze overall budget performance and get recommendations. Read analyze_category_trends Analyze spending trends by category to identify growth patterns. Read analyze_expenses_by_category analyze_expenses_by_category Read analyze_income_expense_trends Analyze income vs expense trends to track financial health over time. Read analyze_income_vs_expenses Analyze income vs expenses to understand savings rate and financial health. Read analyze_salary_breakdown analyze_salary_breakdown Read analyze_spending_trends Analyze spending trends over time to identify patterns. Read get_account Get detailed information about a specific account. Read get_budget_vs_actual Compare budgeted amounts against actual spending. Read get_budgets get_budgets Read get_commitments_ending_timeline Get timeline showing when finite commitments will end and cash flow impact. Read get_savings_recommendations get_savings_recommendations Read get_scheduled_transactions get_scheduled_transactions Read list_accounts List all MoneyWiz accounts with current balances. Read search_transactions search_transactions

Route MoneyWiz MCP Server through PolicyLayer and every one of its 15 tools is checked against your policy before it runs.

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See every tool, the dangerous ones, and the token cost across your stack.

// FAQ
How many tools does the MoneyWiz MCP Server MCP server have? +

The MoneyWiz MCP Server MCP server exposes 15 tools across 1 categories: Read.

How do I enforce policies on MoneyWiz MCP Server tools? +

Route the MoneyWiz MCP Server server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard; they are enforced on every call before it reaches the server.

What risk categories do MoneyWiz MCP Server tools fall into? +

MoneyWiz MCP Server tools are categorised as Read (15). Each category has a recommended default policy.

Enforce policy on every MoneyWiz MCP Server tool call.

Start from MoneyWiz MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

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43,000+ MCP servers and 220,000+ tools scanned and risk-classified.

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