webmcp-vert.vercel.app

{
  "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": []
  },
  "page": "/dashboard"
}

{
  "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"
        ]
      }
    }
  },
  "page": "/dashboard"
}

{
  "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"
      }
    }
  },
  "page": "/dashboard"
}

{
  "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"
      }
    }
  },
  "page": "/dashboard"
}

{
  "name": "get_cashflow",
  "kind": "answer",
  "impl": "imperative",
  "description": "Get monthly income vs expenses and savings rate trend.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "months": {
        "type": "number"
      }
    }
  },
  "page": "/dashboard"
}

{
  "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"
        ]
      }
    }
  },
  "page": "/dashboard"
}

{
  "name": "get_recurring_charges",
  "kind": "answer",
  "impl": "imperative",
  "description": "Detect recurring transactions — subscriptions and regular bills over 90 days.",
  "inputSchema": {
    "type": "object",
    "properties": {},
    "required": []
  },
  "page": "/dashboard"
}

{
  "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": []
  },
  "page": "/dashboard"
}

{
  "name": "get_goals",
  "kind": "answer",
  "impl": "imperative",
  "description": "Get financial goals with current progress percentage toward each target.",
  "inputSchema": {
    "type": "object",
    "properties": {},
    "required": []
  },
  "page": "/dashboard"
}

{
  "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": []
  },
  "page": "/dashboard"
}

{
  "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"
    ]
  },
  "page": "/dashboard"
}

{
  "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"
    ]
  },
  "page": "/dashboard"
}

{
  "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"
    ]
  },
  "page": "/dashboard"
}

{
  "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"
    ]
  },
  "page": "/dashboard"
}

{
  "name": "delete_goal",
  "kind": "transact",
  "impl": "imperative",
  "description": "Delete a financial goal by id.",
  "inputSchema": {
    "type": "object",
    "properties": {
      "id": {
        "type": "string"
      }
    },
    "required": [
      "id"
    ]
  },
  "page": "/dashboard"
}

{
  "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"
    ]
  },
  "page": "/dashboard"
}

{
  "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": []
  },
  "page": "/dashboard"
}

{
  "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"
      }
    }
  },
  "page": "/dashboard"
}

{
  "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": []
  },
  "page": "/dashboard"
}