Organizze
@SamuelMoraesF
Organizze について
Organizze Finance Manager MCP Server. Create transactions, consult balances, and manage goals.
基本情報
設定
以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。
{
"mcpServers": {
"organizze": {
"command": "uvx",
"args": [
"mcp-organizze"
],
"env": {
"ORGANIZZE_EMAIL": "[email protected]",
"ORGANIZZE_API_KEY": "sua_chave_api_aqui"
}
}
}
}ツール
33Detalhar usuário
Listar contas bancárias
Criar conta bancária
Detalhar conta bancária
Atualizar conta bancária
Excluir conta bancária
Listar metas do mês atual
Listar metas do ano
Listar metas de um mês específico
Listar categorias
Criar categoria
Detalhar categoria
Atualizar categoria
Ao excluir, pode-se informar uma `replacement_id` para mover as movimentações.
Listar cartões de crédito
Criar cartão de crédito
Detalhar cartão de crédito
Atualizar cartão de crédito
Excluir cartão de crédito
Se start_date e end_date não forem informados, retorna apenas faturas em aberto e/ou futuras.
Detalhar uma fatura
Retorna o lançamento de pagamento referente a uma fatura.
Lista as movimentações. **Atenção:** Existe um limite de 300 transações por resposta. Caso esse limite seja atingido, recomenda-se realizar buscas por períodos menores (usando `start_date` e `end_date`).
Cria movimentações simples, recorrentes (fixas) ou parceladas.
Detalhar movimentação
Atualizar movimentação
Excluir movimentação
Listar transferências
Cria uma transferência entre duas contas. Cartões de crédito não são aceitos.
Detalhar transferência
Atualizar transferência
Excluir transferência
Obter relatório de saldos
概要
What is Organizze?
Organizze is an MCP server that integrates with the Organizze financial manager, exposing its v2 API as AI tools. It is compatible with any MCP client such as Claude Desktop, allowing users to create transactions, check balances, manage goals, and more.
How to use Organizze?
You need two credentials: ORGANIZZE_EMAIL (your login email) and ORGANIZZE_API_KEY (your API key). You can run the server via uvx (recommended, no installation required), Docker (defaults to Streamable HTTP/SSE on port 8000, with a STDIO option), or local installation using pip or uv. For Claude Desktop integration, add the server to your mcpServers configuration file with the appropriate environment variables.
Key features of Organizze
- List, create, and detail bank accounts.
- Create expenses/revenues and list transactions.
- List and detail credit card invoices.
- Full management of categories and goals.
Use cases of Organizze
- Automate personal or small‑business expense logging via conversational AI.
- Query account balances and recent transactions without opening the Organizze app.
- Manage credit card invoices and track spending goals through natural language.
- Integrate Organizze data into AI‑powered financial dashboards.
- Create recurring or one‑off transactions programmatically using an MCP client.
FAQ from Organizze
What credentials are required to use Organizze?
You need your Organizze login email (ORGANIZZE_EMAIL) and your API key (ORGANIZZE_API_KEY).
What transport modes does Organizze support?
The server supports STDIO (default for Claude Desktop) and Streamable HTTP (SSE) on port 8000 when run via Docker.
How do I integrate Organizze with Claude Desktop?
Add an entry to your Claude Desktop configuration file under mcpServers with the command uvx, argument mcp-organizze, and the required environment variables for your email and API key.
Do I need a runtime like Docker or uv installed?
Yes. The recommended method uses uvx (from the uv package manager). Docker is also supported for containerized deployments, and a local pip install is available.
Where can I find the source code and contribute?
The project is hosted on GitHub under SamuelMoraesF/mcp-organizze, with CI/CD workflows and a Dockerfile for development.
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