get-transactions
Retrieve and filter transactions by account, date, amount, category, or payee
create-transaction
Create a new transaction in an account with optional category, payee, and notes
update-transaction
Update an existing transaction with new category, payee, notes, or amount
get-accounts
Retrieve a list of all accounts with their current balance and ID
balance-history
View account balance changes over time
spending-by-category
Generate spending breakdowns categorized by type
monthly-summary
Get monthly income, expenses, and savings metrics
get-grouped-categories
Retrieve a list of all category groups with their categories
create-category
Create a new category within a category group
update-category
Update an existing category's name or group
delete-category
Delete a category
create-category-group
Create a new category group
update-category-group
Update a category group's name
delete-category-group
Delete a category group
get-payees
Retrieve a list of all payees with their details
create-payee
Create a new payee
update-payee
Update an existing payee's details
delete-payee
Delete a payee
get-rules
Retrieve a list of all transaction rules
create-rule
Create a new transaction rule with conditions and actions
update-rule
Update an existing transaction rule
delete-rule
Delete a transaction rule