createAccount
Criar conta bancária
LABSCO SUMMARY
A recurring or instalment entry can be edited for one occurrence or for the whole series, and the choice is explicit.
Update and delete both take flags for whether the change reaches future occurrences or all of them, which is exactly the distinction that goes wrong when a subscription changes price mid-year. Category deletion can hand its movements to a replacement category, so tidying the chart of accounts does not cost historical classification. One boundary is stated outright: a transaction listing returns at most 300 rows, so a long history is read in shorter date ranges rather than in one call.
What it is
A client for the Organizze personal finance service, covering accounts, categories, credit cards, transactions, transfers, budgets and balances.
What you get
- Bank accounts listed, created, inspected, updated and deleted, with one of them marked as the default.
- Categories with a colour and a parent, and deletion that can name a replacement so existing movements keep a classification.
- Credit cards with card network, limit in cents, closing day and due day; their invoices for a date range, or only the open and future ones; and the payment entry behind an invoice.
- Transactions listed by account and date range, created as one-off, recurring or instalment entries with tags, notes and a paid flag, and updated or deleted for one occurrence, all future ones, or the whole series.
- Transfers between two accounts — credit cards are not accepted — listed, created, updated and deleted.
- Budgets for the current month, a named month or a whole year, and a balance report across a period at a periodicity you choose.
Requirements
An Organizze account, with the login email in ORGANIZZE_EMAIL and its key in ORGANIZZE_API_KEY.
Setup effort
One command plus a key — ORGANIZZE_EMAIL=<YOUR_ORGANIZZE_EMAIL> ORGANIZZE_API_KEY=<YOUR_ORGANIZZE_API_KEY> uvx mcp-organizze
USE CASES
01
Recording a purchase split across instalments
One call creates the whole series, so the future months are already in the ledger rather than remembered.
02
Fixing a recurring charge whose amount has changed
The flags decide whether the correction touches this month, every future month, or the whole series — which is the part that goes wrong by hand.
03
Checking what is actually on a credit card bill
Without a date range only open and future invoices come back, and the payment entry is a separate record from the invoice itself.
04
Reorganising categories without losing the history
Deleting a category can hand its movements to a replacement, so a tidy-up does not turn old entries into uncategorised ones.
05
Seeing where a month actually went
Budgets say what was intended and balances say what happened, and the report can be cut at the periodicity you want.
33 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
createCategory
Criar categoria
createCreditCard
Criar cartão de crédito
createTransaction
Cria movimentações simples, recorrentes (fixas) ou parceladas.
createTransfer
Cria uma transferência entre duas contas. Cartões de crédito não são aceitos.
deleteAccount
Excluir conta bancária
deleteCategory
Ao excluir, pode-se informar uma replacement_id para mover as movimentações.
deleteCreditCard
Excluir cartão de crédito
deleteTransaction
Excluir movimentação
deleteTransfer
Excluir transferência
getAccount
Detalhar conta bancária
getAccounts
Listar contas bancárias
getBalances
Obter relatório de saldos
getBudgets
Listar metas do mês atual
getCategories
Listar categorias
getCategory
Detalhar categoria
getCreditCard
Detalhar cartão de crédito
getCreditCardInvoice
Detalhar uma fatura
getCreditCardInvoicePayment
Retorna o lançamento de pagamento referente a uma fatura.
getCreditCardInvoices
Se start_date e end_date não forem informados, retorna apenas faturas em aberto e/ou futuras.
getCreditCards
Listar cartões de crédito
getMonthBudgets
Listar metas de um mês específico
getTransaction
Detalhar movimentação
getTransactions
Lista as movimentações.
Atenção: Existe um limite de 300 transações por resposta. Caso esse limite seja atingido, recomenda-se realizar buscas por períodos menores (usando start_date e end_date).
getTransfer
Detalhar transferência
getTransfers
Listar transferências
getUser
Detalhar usuário
getYearBudgets
Listar metas do ano
updateAccount
Atualizar conta bancária
updateCategory
Atualizar categoria
updateCreditCard
Atualizar cartão de crédito
updateTransaction
Atualizar movimentação
updateTransfer
Atualizar transferência
BEFORE YOU INSTALL
What to know first
Tools you get
33 tools when we connected. 15 tools create, update or delete real financial records across accounts, transactions, transfers, categories and credit cards. Budgets and balances are read-only. Names are camelCase.
Requires
- uvx on PATH
- ORGANIZZE_EMAIL in your environment
- ORGANIZZE_API_KEY in your environment
CONTEXT COST
Light Standing cost
Rated by the size of the 33 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Server setup
TERMINAL
ORGANIZZE_EMAIL=<YOUR_ORGANIZZE_EMAIL> ORGANIZZE_API_KEY=<YOUR_ORGANIZZE_API_KEY> uvx mcp-organizzeMCP Clients
Claude Desktop — uvx
CLAUDE DESKTOP — UVX · JSON
{
"mcpServers": {
"organizze": {
"command": "uvx",
"args": [
"mcp-organizze"
],
"env": {
"ORGANIZZE_EMAIL": "<YOUR_ORGANIZZE_EMAIL>",
"ORGANIZZE_API_KEY": "<YOUR_ORGANIZZE_API_KEY>"
}
}
}
}Any MCP client — Docker stdio
ANY MCP CLIENT — DOCKER STDIO · TERMINAL
docker run -i -e ORGANIZZE_EMAIL=<YOUR_ORGANIZZE_EMAIL> -e ORGANIZZE_API_KEY=<YOUR_ORGANIZZE_API_KEY> samuelmoraesf/mcp-organizze --transport stdioAny MCP client — pip
Clone the repository and install it: git clone https://github.com/SamuelMoraesF/mcp-organizze && cd mcp-organizze && pip install .
Run it with your Organizze credentials set:
ANY MCP CLIENT — PIP · TERMINAL
ORGANIZZE_EMAIL=<YOUR_ORGANIZZE_EMAIL> ORGANIZZE_API_KEY=<YOUR_ORGANIZZE_API_KEY> python -m mcp_organizzeOther routes
Docker HTTP server
DOCKER HTTP SERVER · TERMINAL
docker run -p 8000:8000 -e ORGANIZZE_EMAIL=<YOUR_ORGANIZZE_EMAIL> -e ORGANIZZE_API_KEY=<YOUR_ORGANIZZE_API_KEY> samuelmoraesf/mcp-organizze<YOUR_ORGANIZZE_EMAIL> and <YOUR_ORGANIZZE_API_KEY> are your Organizze login email and API key. The container serves Streamable HTTP on port 8000; point your MCP client at http://localhost:8000/mcp.
