Organizze MCP

An MCP (Model Context Protocol) server for the Organizze API.

Installation

To use this MCP server with Claude, you need to provide your Organizze credentials:

{
  "mcpServers": {
    "organizze-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "organizze-mcp",
        "--organizze-username=YOUR_USERNAME",
        "--organizze-api-key=YOUR_API_KEY"
      ]
    }
  }
}

username is the email address you use to log in to Organizze, and the api-key can be found in your Organizze account settings.

Available Tools

The MCP server provides the following tools:

Account and Transaction Tools

• get-bank-accounts: Get a list of bank accounts or a single bank account by ID
• get-transactions: Get a list of transactions
• get-transaction: Get details about a specific transaction

Credit Card Tools

• get-credit-cards: Get a list of credit cards or a single credit card by ID
• get-credit-cards-invoices: Get a list of credit card invoices by credit card ID
• get-credit-cards-invoice-details: Get details about a credit card invoice

Budget and Category Tools

• get-budgets: Get a list of target budgets
• get-categories: Get a list of categories or a single category by ID

Examples

Once connected to the MCP server, you can use the tools in Claude:

Basic Usage

I want to see my bank accounts.

Claude will use the get-bank-accounts tool to fetch and display your bank accounts from Organizze.

Using Parameters

Show me the details of category with ID 123.

Claude will use the get-categories tool with the specified category ID.

Complex Queries

Show me all transactions from my checking account between January 1st and January 31st, 2023.

Claude will use the get-transactions tool with account_id and date_range parameters.

I need to see the details of my credit card invoice #456 for my Visa card.

Claude will use the get-credit-cards-invoice-details tool with the appropriate credit_card_id and invoice_id.

Budget Analysis

What were my budget targets for December 2023?

Claude will use the get-budgets tool with year and month parameters to retrieve the requested budget information.

License

MIT