About Organizze
Organizze MCP connects Claude to the Organizze personal finance API, letting users query and manage financial information through natural-language requests. Its tools cover accounts, transactions, transfers, cards, budgets, and spending summaries.
Key features
- 01List bank accounts
- 02Browse and create transactions
- 03Review account transfers
- 04Inspect cards and invoices
- 05View budgets and categories
- 06Summarize spending by category
Use cases
- 01Check spending over a date range
- 02Compare purchases with a category budget
- 03Review credit-card invoices
- 04Record an expense or income
MCP support
The MCP server connects Claude to the Organizze personal finance API and exposes tools for retrieving and creating financial records.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
Tools
12Saved tool list · updated 3w ago
| Parameter | Type | Required | Description |
|---|---|---|---|
| account_id | number | No | Organizze account ID. Omit to list all accounts. |
Details
From the project READMEOrganizze MCP
An MCP (Model Context Protocol) server that connects Claude to the Organizze personal finance API. Ask Claude natural-language questions about your finances and it will fetch the right data automatically.
Installation
Add the server to your Claude MCP configuration:
{
"mcpServers": {
"organizze-mcp": {
"command": "npx",
"args": [
"-y",
"organizze-mcp",
"--organizze-username=YOUR_USERNAME",
"--organizze-api-key=YOUR_API_KEY"
]
}
}
}
YOUR_USERNAME— the email you use to log in to OrganizzeYOUR_API_KEY— found in Organizze account settings
Available Tools
Accounts
| Tool | Description |
|---|---|
get-bank-accounts | List all bank accounts or fetch one by ID |
Transactions
| Tool | Description |
|---|---|
get-transactions | List transactions for a date range, optionally filtered by account or recurring status. Defaults to the current month |
get-transaction | Get full details of a single transaction by ID |
create-transaction | Create a one-time expense or income transaction |
Transfers
| Tool | Description |
|---|---|
get-transfers | List transfers between bank accounts for a date range. Defaults to the current month |
get-transfer | Get full details of a single transfer by ID |
Credit Cards
| Tool | Description |
|---|---|
get-credit-cards | List all credit cards or fetch one by ID |
get-credit-cards-invoices | List invoices for a credit card. Defaults to the current year |
get-credit-cards-invoice-details | Get full invoice details including line-item transactions and payment status |
Budgets and Categories
| Tool | Description |
|---|---|
get-budgets | Get monthly or annual budget targets by category |
get-categories | List all categories or fetch one by ID |
get-spending-summary | Get spending grouped by category with totals, percentages, and optional budget comparison |
Example Prompts
What did I spend last month?
Show me all transactions from my Nubank account in March.
How close am I to my grocery budget this month?
List my credit card invoices for 2025.
I spent R$45 on lunch today — add it to my Food category.
How much did I transfer between accounts this year?
Development
npm install
npm run build # compile TypeScript
npm test # run the test suite
npm run test:watch # watch mode
A CI workflow runs the build and tests automatically on every pull request.
License
MIT
Comments
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