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Financial management MCP server providing read-only access to financial accounts, transactions, budgets, analytics, and financial reports.
12 read-only financial tools with consistent naming (all verb_noun: get_*) and present descriptions. All tools have input schemas with type definitions and parameter descriptions. However, output schemas are undocumented, LLMs cannot predict response structure. Parameter descriptions are minimal (10-30 chars), below the 72-char baseline. No error handling guidance, no recovery paths, and no tool annotations (readOnlyHint missing despite all tools being read-only). Tool composition is sound (each does one thing), but descriptions lack WHEN/WHY context that would guide LLM selection between similar tools (e.g., get_expenses_by_category vs get_expenses_by_group).
Gets one financial account and its calculated balance.
Lists financial accounts and their calculated balances.
Returns budgeted, actual, variance and execution values by category for a month.
Returns expenses aggregated by category for a date interval.
Returns expenses aggregated by financial group for a date interval.
Returns authoritative pre-calculated financial report data for a date interval. All totals, balances, budgets and reconciliation counts are calculated by the application; clients must not recalculate them.
Output schemas undocumented. LLMs cannot predict response structure or plan downstream calls. No documentation of what fields each tool returns.
Parameter descriptions are minimal (10-30 chars), well below 72-char baseline. Lack context on valid ranges, formats, and constraints. E.g., 'Start date (optional)' does not explain ISO 8601 format or valid range.
| Scored | Grade | Overall | Spec posture | Rubric |
|---|---|---|---|---|
| 2026-09-23 | D | 56 | 2026-07-28+ | v2 |
Returns the principal financial indicators and six-month evolution for a selected month.
Returns total income for a date interval.
Returns income, expenses and result for a calendar month.
Returns income, expenses, savings and savings rate for a date interval.
Lists transactions, optionally filtered by dates, with a safe result limit.
Lists unreconciled banking transactions for an optional date interval.
No tool annotations. All 12 tools are read-only but lack readOnlyHint annotation. Agents cannot distinguish safe tools from destructive ones without explicit hints.
No error handling guidance. Tools validate inputs (e.g., UUID format, date ranges, limit bounds) but return generic exceptions without recovery hints. LLMs cannot self-correct.
Similar tool names lack disambiguation. get_expenses_by_category vs get_expenses_by_group have identical descriptions ('Returns expenses aggregated by...'). LLMs cannot distinguish when to use each.