# claessee/moneywiz-mcp-server

Source: https://glimind.com/server/github%2Fclaessee%2Fmoneywiz-mcp-server
Registry id: `github/claessee/moneywiz-mcp-server`
Status: unknown

## Tools (12)

- `get_account`: Retrieve one account by returned ID or exact identifier
- `list_accounts`: List accounts and diagnostic balance components
- `list_budgets`: List factual stored budget fields
- `list_categories`: List categories with complete parent hierarchy
- `list_due_bills`: Find remaining bills and transfers due in a period, with overdue state and bounded recurrence projections
- `list_payees`: List stored payees
- `list_scheduled_transactions`: List stored scheduled transaction definitions
- `list_tags`: List stored tags
- `schema_info`: Inspect discovered MoneyWiz entities and capabilities
- `search_transactions`: Search transactions by interval, account, category, and type
- `server_status`: Verify database, SQLite, and schema readiness
- `summarize_cashflow`: Deterministic per-currency cashflow and category summary

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.