Wallet

About

Wallet integrates with the BudgetBakers Wallet REST API, serving as a community-built Model Context Protocol (MCP) server. This allows users to query their personal financial data directly through Claude Desktop or any other MCP-compatible client using natural language prompts. It bridges the gap for BudgetBakers users seeking an MCP integration before an official solution is released, offering a powerful way to interact with their financial information.

Key Features

• Retrieve all accounts with balances, currencies, and types.
• Search transaction records with extensive filters (date, category, payee, amount).
• Summarize spending grouped by category for specific time periods.
• Get total income, expenses, and net cashflow summaries.
• Identify top payees/merchants by spending amount.
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Use Cases

• Inquire about current account balances and financial overviews.
• Analyze spending patterns and categorize expenses over chosen periods.
• Compare income versus expenses to track net cashflow and financial health.