Organizze MCP

An MCP (Model Context Protocol) server that connects Claude to the Organizze personal finance API. Ask Claude natural-language questions about your finances and it will fetch the right data automatically.

Installation

Add the server to your Claude MCP configuration:

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

• YOUR_USERNAME — the email you use to log in to Organizze
• YOUR_API_KEY — found in Organizze account settings

Available Tools

Accounts

| Tool | Description | |------|-------------| | get-bank-accounts | List all bank accounts or fetch one by ID |

Transactions

| Tool | Description | |------|-------------| | get-transactions | List transactions for a date range, optionally filtered by account or recurring status. Defaults to the current month | | get-transaction | Get full details of a single transaction by ID | | create-transaction | Create a one-time expense or income transaction |

Transfers

| Tool | Description | |------|-------------| | get-transfers | List transfers between bank accounts for a date range. Defaults to the current month | | get-transfer | Get full details of a single transfer by ID |

Credit Cards

| Tool | Description | |------|-------------| | get-credit-cards | List all credit cards or fetch one by ID | | get-credit-cards-invoices | List invoices for a credit card. Defaults to the current year | | get-credit-cards-invoice-details | Get full invoice details including line-item transactions and payment status |

Budgets and Categories

| Tool | Description | |------|-------------| | get-budgets | Get monthly or annual budget targets by category | | get-categories | List all categories or fetch one by ID | | get-spending-summary | Get spending grouped by category with totals, percentages, and optional budget comparison |

Example Prompts

What did I spend last month?

Show me all transactions from my Nubank account in March.

How close am I to my grocery budget this month?

List my credit card invoices for 2025.

I spent R$45 on lunch today — add it to my Food category.

How much did I transfer between accounts this year?

Development

npm install
npm run build   # compile TypeScript
npm test        # run the test suite
npm run test:watch  # watch mode

A CI workflow runs the build and tests automatically on every pull request.

License

MIT