// MCP TOOL REFERENCE

MONEY MANAGER MCP SERVER TOOLS

18 tools from the Money Manager MCP Server MCP Server, categorised by risk level.

View the Money Manager MCP Server policy →

// ALL 18 MONEY MANAGER MCP SERVER TOOLS

READ 7 tools

Read asset_list Retrieves all assets in a hierarchical structure. Read card_list Retrieves all credit cards in a hierarchical structure. Read dashboard_get_asset_chart Retrieves historical chart data for a specific asset. Read dashboard_get_overview Retrieves dashboard overview with asset trends and portfolio breakdown. Read init_get_data Retrieves initial application data including categories, payment types, asset groups, and multi-book config... Read summary_get_period Retrieves financial summary statistics for a date range. Read transaction_list Lists transactions within a date range.

WRITE 8 tools

Write transfer_update Modifies an existing transfer. WARNING: The server creates a new transfer with a NEW ID instead of updating... Write asset_create Creates a new asset/account. Write asset_update Modifies an existing asset. Write card_create Creates a new credit card. Write card_update Modifies an existing credit card. Write summary_export_excel Exports transaction data to Excel file. The server returns an HTML-based Excel format. Use .xls extension f... Write transaction_create Creates a new income or expense transaction. Write transaction_update Updates an existing transaction.

DESTRUCTIVE 2 tools

Destructive asset_delete Removes an asset. Destructive transaction_delete Deletes one or more transactions.

FINANCIAL 1 tools

Financial transfer_create Transfers money between two assets.

// FAQ

How many tools does the Money Manager MCP Server MCP server have? +

The Money Manager MCP Server MCP server exposes 18 tools across 4 categories: Read, Write, Destructive, Financial.

How do I enforce policies on Money Manager MCP Server tools? +

Route the Money Manager 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 Money Manager MCP Server tools fall into? +

Money Manager MCP Server tools are categorised as Read (7), Write (8), Destructive (2), Financial (1). Each category has a recommended default policy.

Enforce policy on every Money Manager MCP Server tool call.

Start from Money Manager 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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