{"ok":true,"site":{"host":"webmcp-vert.vercel.app","url":"https://webmcp-vert.vercel.app/dashboard","type":"live","desc":"Personal finance dashboard with 19 WebMCP tools. Any AI agent browsing the page gets immediate access to your net worth, cash flow, goals, portfolio, and planning tools — no setup required.","tools":[{"name":"get_net_worth","kind":"answer","impl":"imperative","description":"Get total net worth — assets, liabilities, and breakdown by account type.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_accounts","kind":"answer","impl":"imperative","description":"Get all financial accounts with current balances, filterable by type.","inputSchema":{"type":"object","properties":{"type":{"type":"string","enum":["checking","savings","credit","loan","investment","super","property"]}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_transactions","kind":"answer","impl":"imperative","description":"Get recent transactions, filterable by category, account, or date range.","inputSchema":{"type":"object","properties":{"days":{"type":"number"},"category_id":{"type":"string"},"account_id":{"type":"string"},"limit":{"type":"number"}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_spending_by_category","kind":"answer","impl":"imperative","description":"Get spending breakdown by category over any period, with optional period comparison.","inputSchema":{"type":"object","properties":{"days":{"type":"number"},"compare_previous_period":{"type":"boolean"}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_cashflow","kind":"answer","impl":"imperative","description":"Get monthly income vs expenses and savings rate trend.","inputSchema":{"type":"object","properties":{"months":{"type":"number"}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_portfolio","kind":"answer","impl":"imperative","description":"Get investment portfolio holdings, allocation, and gain/loss.","inputSchema":{"type":"object","properties":{"sort_by":{"type":"string","enum":["value","gain_pct","ticker"]}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_recurring_charges","kind":"answer","impl":"imperative","description":"Detect recurring transactions — subscriptions and regular bills over 90 days.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_financial_health_score","kind":"answer","impl":"imperative","description":"Get a 0–100 financial health score with factor breakdown.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_goals","kind":"answer","impl":"imperative","description":"Get financial goals with current progress percentage toward each target.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_budget_status","kind":"answer","impl":"imperative","description":"Compare actual spending to monthly budgets by category for the last N days.","inputSchema":{"type":"object","properties":{"days":{"type":"number"}},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"set_goal","kind":"act","impl":"imperative","description":"Create or update a financial goal. Provide an id to update an existing goal.","inputSchema":{"type":"object","properties":{"id":{"type":"string"},"name":{"type":"string"},"target_amount":{"type":"number"},"target_date":{"type":"string"},"account_id":{"type":"string"}},"required":["name","target_amount","target_date"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"categorize_transaction","kind":"act","impl":"imperative","description":"Update the category of a transaction by id.","inputSchema":{"type":"object","properties":{"id":{"type":"string"},"category_id":{"type":"string"}},"required":["id","category_id"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"add_transactions","kind":"act","impl":"imperative","description":"Bulk-import transactions (e.g. from a bank statement). Auto-categorises using stored rules if category_id is omitted.","inputSchema":{"type":"object","properties":{"transactions":{"type":"array","items":{"type":"object","properties":{"date":{"type":"string"},"description":{"type":"string"},"amount":{"type":"number"},"account_id":{"type":"string"},"category_id":{"type":"string"}},"required":["date","description","amount","account_id"]}}},"required":["transactions"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"set_account_balance","kind":"act","impl":"imperative","description":"Update the balance of an account (use after importing a bank statement to reconcile).","inputSchema":{"type":"object","properties":{"account_id":{"type":"string"},"balance":{"type":"number"}},"required":["account_id","balance"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"delete_goal","kind":"transact","impl":"imperative","description":"Delete a financial goal by id.","inputSchema":{"type":"object","properties":{"id":{"type":"string"}},"required":["id"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"set_budget","kind":"act","impl":"imperative","description":"Set or update the monthly budget for a spending category. Pass null to remove the budget.","inputSchema":{"type":"object","properties":{"category_id":{"type":"string"},"budget_monthly":{"type":["number","null"]}},"required":["category_id","budget_monthly"]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"get_financial_briefing","kind":"answer","impl":"imperative","description":"Get a complete financial briefing — net worth, cashflow, health score, goals, recurring commitments, and alerts — in one call.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"forecast_cashflow","kind":"act","impl":"imperative","description":"Project future monthly cashflow based on 6-month income and expense averages, adjusted for current trend.","inputSchema":{"type":"object","properties":{"months":{"type":"number"}}},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]},{"name":"calculate_safe_to_spend","kind":"act","impl":"imperative","description":"Calculate how much discretionary money is safely available to spend this month, based on remaining budget across all categories.","inputSchema":{"type":"object","properties":{},"required":[]},"hasHandler":true,"hasExecute":true,"__source":"spec","executable":true,"handlerField":"execute","page":"/dashboard","pages":["/dashboard","/transactions","/accounts","/goals","/budget","/cashflow"]}],"category":"Finance & Crypto","favicon":"/favicons/webmcp-vert.vercel.app.ico","apiSurface":"spec","toolCount":19}}