Organizze
@silviorodrigues
About Organizze
No overview available yet
Basic information
Config
Add this server to your MCP-compatible client using the configuration below.
{
"mcpServers": {
"organizze-mcp": {
"command": "npx",
"args": [
"-y",
"organizze-mcp",
"--organizze-username=YOUR_USERNAME",
"--organizze-api-key=YOUR_API_KEY"
]
}
}
}Tools
12List all bank accounts or fetch one by ID. Use this first to discover account IDs needed by other tools like get-transactions and get-transfers.
List all credit cards or fetch one by ID. Use this to discover credit card IDs needed by get-credit-cards-invoices and get-credit-cards-invoice-details.
List invoices for a credit card. Use get-credit-cards first to find the credit card ID. Defaults to the current year if no date range is provided.
Get full details of a credit card invoice including all line-item transactions and payment information. Use get-credit-cards-invoices first to find the invoice ID. Shows payment status (paid/partial/unpaid).
List transactions for a date range, optionally filtered by account or recurring status. Use this to analyze spending, find specific purchases, review subscriptions, or check recent activity. Defaults to the current month if no date range is provided. For best results, query one month at a time.
Get full details of a single transaction by ID, including recurring/installment info, tags, and notes. Use get-transactions first to find the transaction ID.
Write operation -- creates a real transaction in Organizze. Single one-time transactions only; recurring and installment transactions are not supported in this version. Use get-categories and get-bank-accounts first to find valid category and account IDs. Amount in cents: negative for expenses (e.g. -5000 = R$50.00 expense), positive for income (e.g. 5000 = R$50.00 income).
Get monthly or annual budget targets by category. Use this to check spending limits and compare against actual spending from get-transactions.
List transfers between bank accounts for a date range. Transfers are money moved between your own accounts and are NOT expenses or income. Use this to understand internal money movement. Defaults to the current month if no date range is provided.
Get full details of a single transfer by ID, including source and destination accounts. Use get-transfers first to find the transfer ID. Transfers are NOT expenses or income.
Get spending grouped by category with totals and percentages for a date range. Use this for monthly reviews, finding top expense categories, or checking budget progress. Excludes transfers between accounts. Optionally compare against budget targets.
List all categories or fetch one by ID. Use this to discover category IDs and names needed to interpret transactions and budgets. Categories are split into expense, income, and other types.
Overview
What is Organizze?
Organizze is an MCP (Model Context Protocol) server that connects Claude AI to the Organizze personal finance API. It allows users to ask natural-language questions about their finances and automatically fetch the right data.
How to use Organizze?
Add the server to your Claude MCP configuration using the npx command with your Organizze username and API key. The API key is obtained from your Organizze account settings.
Key features of Organizze
- List bank accounts and fetch by ID
- List transactions with date range and filters
- Create one-time expense or income transactions
- List transfers between bank accounts
- List credit cards and their invoices
- Get spending summary with budget comparison
Use cases of Organizze
- Ask "What did I spend last month?" and get a summary
- Query transactions from a specific account in a given month
- Check progress toward a monthly grocery budget
- List all credit card invoices for a given year
- Add a new expense transaction via natural language
FAQ from Organizze
How do I obtain my Organizze API key?
Your API key is found in your Organizze account settings at https://app.organizze.com.br/configuracoes/api-keys.
What operations can I perform with Organizze MCP?
You can list bank accounts, transactions, transfers, credit cards, budgets, and categories; create transactions; and get spending summaries with budget comparisons.
Can I create new transactions?
Yes, the create-transaction tool lets you create one-time expense or income transactions.
What date ranges are supported for transactions?
Transactions and transfers default to the current month, but you can specify custom date ranges. Credit card invoices default to the current year.
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