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CashCat provides three specialized tools through the MCP endpoint for financial data access and analysis.

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cashcat_get

Generic read-only access to any CashCat REST GET endpoint with optional auto-pagination. Description: Read any CashCat REST GET endpoint (accounts, categories, groups, assignments, transactions, transfers, budget-left).

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Parameters

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endpoint
string
required
The REST API endpoint to query. Must be one of:
  • accounts
  • assignments
  • categories
  • categories/budget-left
  • groups
  • transactions
  • transfers
​
query
object
Query parameters passed through to the selected endpoint. Each endpoint accepts different query parameters based on its REST API specification.Values can be strings, numbers, or booleans.
​
paginate_all
boolean
default:"false"
If true, automatically follows cursor pagination until max_rows is reached or all data is retrieved.If false, returns only the first page of results.
​
max_rows
integer
default:"2000"
Maximum number of rows to return when paginate_all is true.
  • Minimum: 1
  • Maximum: 10000

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Response

When paginate_all is false: 
{
  "endpoint": "transactions",
  "paginated": false,
  "data": [...],
  "meta": {
    "total": 150,
    "next_cursor": "eyJ..."
  }
}
When paginate_all is true: 
{
  "endpoint": "transactions",
  "paginated": true,
  "max_rows": 2000,
  "returned": 1842,
  "truncated": false,
  "data": [...],
  "meta": {...}
}

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cashcat_financial_overview

Advisory-friendly financial snapshot including net worth, budget health, overspending analysis, and monthly cashflow. Description: Get an advisory-friendly snapshot: net worth, budget health, overspending, and monthly cashflow.

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Parameters

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month
string
Optional month in YYYY-MM format.If omitted, defaults to the current month (or the month derived from as_of_date).
​
as_of_date
string
Optional as-of date in YYYY-MM-DD format for balance calculations.Must be in the same month as month if both are provided.
​
max_rows_for_summaries
integer
default:"4000"
Maximum rows to fetch per endpoint when building summaries.
  • Minimum: 100
  • Maximum: 10000
​
recent_items_limit
integer
default:"25"
Number of recent transactions and transfers to include in the response.
  • Minimum: 1
  • Maximum: 200

​
Response

{
  "generated_at": "2026-03-03T10:30:00Z",
  "month": "2026-02",
  "as_of_date": null,
  "summary": {
    "net_worth": 45230.50,
    "account_count": 5,
    "category_count": 32,
    "group_count": 8,
    "totals": {
      "assigned": 3500.00,
      "spent": 2847.33,
      "rollover": 450.00,
      "budget_left": 1102.67
    },
    "cashflow": {
      "income_total": 5200.00,
      "starting_total": 0.00,
      "payment_total": 2847.33,
      "net_transaction_cashflow": 2352.67,
      "transfer_volume": 1500.00
    },
    "overspent_category_count": 3
  },
  "highlights": {
    "overspent_categories": [...],
    "top_spending_categories": [...],
    "groups_by_lowest_budget_left": [...]
  },
  "recent": {
    "transactions": [...],
    "transfers": [...]
  },
  "truncation": {
    "budget_left": false,
    "transactions": false,
    "transfers": false,
    "max_rows_for_summaries": 4000
  }
}

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cashcat_full_context

Fetch a broad, structured financial context bundle across all major endpoints for deep analysis and advice. Description: Fetch a broad, structured financial context bundle across all major endpoints for deep analysis/advice.

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Parameters

​
month
string
Optional month in YYYY-MM format.Cannot be used together with start_date and end_date.
​
start_date
string
Optional start date in YYYY-MM-DD format for transaction and transfer windows.Cannot be used together with month.
​
end_date
string
Optional end date in YYYY-MM-DD format for transaction and transfer windows.Cannot be used together with month. Must be after start_date.
​
as_of_date
string
Optional balance as-of date in YYYY-MM-DD format.
​
include_accounts
boolean
default:"true"
Include accounts with balances in the response.
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include_categories
boolean
default:"true"
Include categories in the response.
​
include_groups
boolean
default:"true"
Include groups with budget totals in the response.
​
include_assignments
boolean
default:"true"
Include budget assignments in the response.
​
include_transactions
boolean
default:"true"
Include transactions in the response.
​
include_transfers
boolean
default:"true"
Include transfers in the response.
​
include_budget_left
boolean
default:"true"
Include budget-left calculations in the response.
​
max_rows_per_endpoint
integer
default:"4000"
Maximum rows to fetch per endpoint.
  • Minimum: 100
  • Maximum: 10000

​
Response

{
  "generated_at": "2026-03-03T10:30:00Z",
  "query": {
    "month": "2026-02",
    "start_date": null,
    "end_date": null,
    "as_of_date": null,
    "context_month": "2026-02",
    "max_rows_per_endpoint": 4000
  },
  "overview": {
    "net_worth": 45230.50,
    "budget_left_total": 1102.67,
    "spending_total": 2847.33,
    "income_total": 5200.00
  },
  "counts": {
    "accounts": 5,
    "categories": 32,
    "groups": 8,
    "assignments": 64,
    "transactions": 187,
    "transfers": 12,
    "budget_left": 32
  },
  "truncation": {
    "accounts": false,
    "categories": false,
    "groups": false,
    "assignments": false,
    "transactions": false,
    "transfers": false,
    "budget_left": false
  },
  "datasets": {
    "accounts": {
      "data": [...],
      "truncated": false,
      "meta": {...}
    },
    "categories": {...},
    "groups": {...},
    "assignments": {...},
    "transactions": {...},
    "transfers": {...},
    "budget_left": {...}
  }
}

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