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Organizze MCP Server

@SamuelMoraesF

代码仓库

基本信息

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其他

传输方式

stdio

作者

SamuelMoraesF

提交者

Samuel Moraes

关于 Organizze MCP Server

Organizze Finance Manager MCP Server. Create transactions, consult balances, and manage goals.

#organizze#finance

Organizze MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "organizze": {
      "command": "uvx",
      "args": [
        "mcp-organizze"
      ],
      "env": {
        "ORGANIZZE_EMAIL": "seu_email@exemplo.com",
        "ORGANIZZE_API_KEY": "sua_chave_api_aqui"
      }
    }
  }
}

Organizze MCP Server 工具

33

Detalhar 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

概览

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.

常见问题

1

What credentials are required to use Organizze?

You need your Organizze login email (`ORGANIZZE_EMAIL`) and your API key (`ORGANIZZE_API_KEY`).

2

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.

3

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.

4

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.

5

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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