此 MCP 可以做什么
Maintains a personal financial ledger with holdings, net worth, prices, transactions, trades, balance adjustments, tax estimates, projections, and linked-account synchronization.
工具
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {'year': {'type': 'string', 'description': 'Defaults to the current year'}, 'account': {'type': 'string', 'description': 'One portfolio; absent sums every configured one'}}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
输入模式
{'type': 'object', 'required': ['tx_date', 'from_account', 'from_provider', 'from_ticker', 'from_asset', 'from_amount', 'to_account', 'to_provider', 'to_ticker', 'to_asset', 'to_amount', 'overall_eur_value'], 'properties': {'to_risk': {'type': 'integer', 'maximum': 4, 'minimum': 0}, 'tx_date': {'type': 'string', 'format': 'date', 'example': '2026-06-17', 'description': "Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"}, 'to_asset': {'type': 'string'}, 'from_risk': {'type': 'integer', 'maximum': 4, 'minimum': 0}, 'to_amount': {'type': 'number', 'example': 8.5}, 'to_ticker': {'type': 'string'}, 'from_asset': {'type': 'string'}, 'to_account': {'type': 'string'}, 'description': {'type': 'string'}, 'from_amount': {'type': 'number', 'example': 1000}, 'from_ticker': {'type': 'string'}, 'to_category': {'type': 'string'}, 'to_provider': {'type': 'string'}, 'from_account': {'type': 'string'}, 'from_category': {'type': 'string'}, 'from_provider': {'type': 'string'}, 'to_description': {'type': 'string'}, 'allow_new_values': {'type': 'boolean', 'description': 'Create accounts/providers/tickers not yet in reference-data. Default false.'}, 'from_description': {'type': 'string'}, 'overall_eur_value': {'type': 'number', 'example': 1000, 'description': "The trade's total value in the ledger's base currency (the field name is historical: EUR was the only base)"}}}
输入模式
{'type': 'object', 'required': ['tx_date', 'account', 'provider', 'ticker', 'asset', 'quantity_delta'], 'properties': {'asset': {'type': 'string'}, 'ticker': {'type': 'string'}, 'account': {'type': 'string'}, 'tx_date': {'type': 'string', 'format': 'date', 'description': "Today or tomorrow at the latest (the user's own calendar day); later dates are rejected"}, 'provider': {'type': 'string'}, 'quantity_delta': {'type': 'number', 'description': 'Signed quantity change (non-zero)'}, 'allow_new_values': {'type': 'boolean'}}}
输入模式
{'type': 'object', 'required': [], 'properties': {'symbol': {'type': 'string', 'description': 'Provider symbol when it differs from the ticker'}, 'ticker': {'type': 'string', 'description': 'Omit to refresh every ticker'}}}
输入模式
{'type': 'object', 'required': [], 'properties': {}}
近期工具变更
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