Koskamo

Organizze MCP

An MCP server that allows AI agents to manage Organizze finances via natural language, providing consolidated balances, monthly overviews, transaction searches, credit card invoices, recurring bills, budgets, category/tag reports, cash flow forecasts, and Open Finance status.

Endpoint and access

No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.

Organizze MCP logo, by OrganizzeCommunity listingStreamable HTTPNo sign-inEndpoint checked 2026-11-06Published by Organizze
MCP endpoint (Streamable HTTP)
https://api.mcp.ai/p_organizze
Vendor documentation

What its tools do

68 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.

Read-only (37)

Can change data (31)

68 of 68 have a description · 68 of 68 declare behavior hints · 0 of 58 with parameters document them all

Checks and signals

Each line is separate evidence, not a trust score.

  • Passed Endpoint answered the live check ·
  • Availability 1 of 1 checks passed in 30 days

What you can do with it

  • Check monthly financial overview including revenues, expenses, and balance
  • Search transactions by description, notes, or tags
  • View credit card invoices and recurring bills
  • Generate reports by category and tag

Source and maintenance

Community listingRegistry 0.1.0
mcp-registry: io.github.mcp-dir/organizze-mcp@0.1.0Source repository
Maintenance checked

Protocol and capabilities

Server
mcp-ai 0.9.409
MCP protocol negotiated in check
2025-11-25
Tools
68 advertised
Resources
Not advertised
Resource templates
Not advertised
Prompts
Not advertised
Server-advertised capabilities
{
  "tools": {
    "listChanged": true
  }
}

Server-provided instructions

Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.

MCP.AI platform v0.9.409 | Adapters: mcp_bridge vunknown. When the user asks about the version (e.g. "qual a versão", "which version"), call the show_version tool. NEW MCPs/tools/integrations (capabilities not already in this toolkit) come from the official mcp.ai catalog: the `marketplace` tool (action=search) finds and runs them. You are not authenticated yet. Call the authenticate tool first — it will give the user a browser link to log in and copy a token. No other tools will work until authenticated.

Tools

68 advertised

organizze_list_accounts
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista as contas do usuário com ids.

organizze_list_accounts input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_list_accounts annotations
{
  "title": "organizze_list_accounts",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_credit_cards
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista os cartões de crédito do usuário com ids e limites.

organizze_list_credit_cards input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_list_credit_cards annotations
{
  "title": "organizze_list_credit_cards",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_categories
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista as categorias usadas para classificar transações.

organizze_list_categories input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_list_categories annotations
{
  "title": "organizze_list_categories",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_transactions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista transações do usuário no período selecionado, com paginação (page/per_page; máximo 80 por página). Detalhes Open Finance (dados crus do banco) não são incluídos nesta listagem para economizar contexto; use get_transaction com o id para ver um lançamento completo. IMPORTANTE: Para análise de gastos por categoria, use list_mode='all_transactions' ou informe category_id (auto-switch). O modo 'cashflow' (padrão) mostra fluxo de caixa e NÃO inclui gastos individuais do cartão de crédito. Em cashflow, faturas Open Finance já pagas (Belvo confirmou) não aparecem na lista — o caixa realizado é o lançamento na conta (special_marker invoice_payment). Faturas em aberto aparecem como CreditCardInvoice. O modo 'all_transactions' inclui TODAS as transações incluindo gastos no cartão de crédito com suas categorias. PAGINAÇÃO: Se truncated=true, há mais itens — chame de novo com page+1 ou use filtros mais estreitos. TOTAIS: o campo period_totals já traz receitas/despesas/resultado do PERÍODO COMPLETO com o filtro atual — use-o para somas; NUNCA some as linhas de uma página truncada; para agregados mais ricos (saldo, previsto) use transactions_list_results. LIMITE: Se houver muitas transações no período, use filtros (datas, conta, categoria) ou ferramentas de relatório (ex.: get_categories_report) em vez de pedir o ano inteiro sem filtro. INTERPRETAÇÃO DO STATUS PAGO/PENDENTE: Transações de contas MANUAIS (automatic=false): 'paid' reflete se o usuário marcou como paga. Se paid=false E date < data atual → transação ATRASADA. Se paid=false E date >= data atual → transação A VENCER. Transações de contas AUTOMÁTICAS/conectadas (automatic=true): 'paid' é sempre true (banco já confirmou). IGNORE o campo paid para análise de contas atrasadas/vencendo nestas transações. Faturas de cartão (type=CreditCardInvoice): podem estar genuinamente pendentes ou atrasadas mesmo em cartões automáticos. Verifique o campo 'paid' normalmente. Bulk support: accepts account_ids, credit_card_ids, category_ids for batched execution.

organizze_list_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "number"
    },
    "end_date": {
      "type": "string"
    },
    "order_by": {
      "type": "string"
    },
    "per_page": {
      "type": "number"
    },
    "list_mode": {
      "type": "string"
    },
    "account_id": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "category_id": {
      "type": "number"
    },
    "category_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "credit_card_id": {
      "type": "number"
    },
    "credit_card_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "installments_only": {
      "type": "boolean"
    }
  }
}
organizze_list_transactions annotations
{
  "title": "organizze_list_transactions",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_transferences
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista transferências entre contas com paginação (page/per_page). Datas em YYYY-MM-DD. Bulk support: accepts account_ids for batched execution.

organizze_list_transferences input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "number"
    },
    "end_date": {
      "type": "string"
    },
    "per_page": {
      "type": "number"
    },
    "account_id": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_list_transferences annotations
{
  "title": "organizze_list_transferences",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_budgets
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista limites de gastos por categoria. Passe year e/ou month para escopo.

organizze_list_budgets input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    }
  }
}
organizze_list_budgets annotations
{
  "title": "organizze_list_budgets",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_credit_card_invoices
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista faturas de um cartão. Informe credit_card_id. Bulk support: accepts credit_card_ids for batched execution.

organizze_get_credit_card_invoices input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card_id"
  ],
  "properties": {
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "credit_card_id": {
      "type": "number"
    },
    "credit_card_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_get_credit_card_invoices annotations
{
  "title": "organizze_get_credit_card_invoices",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_financial_summary
Advertised by the server during the last successful anonymous check.
Advertised read-only

Resumo financeiro do período (receitas, despesas, comparação, maiores gastos). Totais em base caixa; maiores gastos em base por lançamento (incluem cartão) — não somam com os totais.

organizze_get_financial_summary input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    }
  }
}
organizze_get_financial_summary annotations
{
  "title": "organizze_get_financial_summary",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_search_transactions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Busca transações por texto na descrição, observação ou tags (ex.: "iFood", "Uber", "salário"). Paginação via page/per_page; sem datas, o padrão são os últimos 6 meses.

organizze_search_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "page": {
      "type": "number"
    },
    "query": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "per_page": {
      "type": "number"
    },
    "tags_only": {
      "type": "boolean"
    },
    "max_amount": {
      "type": "number"
    },
    "min_amount": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "activity_type": {
      "type": "string"
    }
  }
}
organizze_search_transactions annotations
{
  "title": "organizze_search_transactions",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_transaction
Advertised by the server during the last successful anonymous check.
Advertised read-only

Detalhes completos de uma transação pelo id ou uuid. Bulk support: accepts transaction_ids for batched execution.

organizze_get_transaction input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "transaction_id": {
      "type": "number"
    },
    "transaction_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "transaction_uuid": {
      "type": "string"
    }
  }
}
organizze_get_transaction annotations
{
  "title": "organizze_get_transaction",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_credit_card_invoice
Advertised by the server during the last successful anonymous check.
Advertised read-only

Detalhes de uma fatura específica de cartão: transações, pagamentos e gastos por categoria. Prefira passar credit_card com o NOME do cartão. Bulk support: accepts credit_card_ids, invoice_ids for batched execution.

organizze_get_credit_card_invoice input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    },
    "invoice_id": {
      "type": "number"
    },
    "credit_card": {
      "type": "string"
    },
    "invoice_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "credit_card_id": {
      "type": "number"
    },
    "credit_card_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_get_credit_card_invoice annotations
{
  "title": "organizze_get_credit_card_invoice",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_budget_summary
Advertised by the server during the last successful anonymous check.
Advertised read-only

Resumo dos limites de gastos do mês com alertas de budgets excedidos ou próximos do limite ("estou no controle?"). Padrão: mês atual.

organizze_get_budget_summary input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    }
  }
}
organizze_get_budget_summary annotations
{
  "title": "organizze_get_budget_summary",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_income_vs_expenses
Advertised by the server during the last successful anonymous check.
Advertised read-only

Relatório de entradas vs saídas (receitas vs despesas) por período, em modo cashflow. Use account_id para filtrar uma conta. Padrão: mês atual. Base caixa por conta — exclui compras individuais de cartão (só pagamentos de fatura). Bulk support: accepts account_ids for batched execution.

organizze_get_income_vs_expenses input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "account_id": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "periodicity": {
      "type": "string"
    }
  }
}
organizze_get_income_vs_expenses annotations
{
  "title": "organizze_get_income_vs_expenses",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_transactions_list_results
Advertised by the server during the last successful anonymous check.
Advertised read-only

Totais financeiros de um período (receitas, despesas, resultado, saldo, previstos) sem paginar transação por transação. Ideal para "quanto gastei esse mês?", "qual meu saldo?". Padrão: mês atual. Base caixa por padrão (inclui pagamentos de fatura, não compras de cartão); com category_id muda para base por lançamento. Não reconcilie bases diferentes. Bulk support: accepts account_ids, category_ids for batched execution.

organizze_transactions_list_results input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "list_mode": {
      "type": "string"
    },
    "account_id": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "category_id": {
      "type": "number"
    },
    "category_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_transactions_list_results annotations
{
  "title": "organizze_transactions_list_results",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_suggest_categories
Advertised by the server during the last successful anonymous check.
Advertised read-only

Sugere categorias para uma ou mais descrições de transação, usando as edições anteriores do próprio usuário, o histórico já categorizado e padrões globais. Use ANTES de create_transaction ao classificar um lote de descrições. Cada item retorna confidence e semantic_strength para decidir entre aplicar ou confirmar.

organizze_suggest_categories input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "items"
  ],
  "properties": {
    "items": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description"
        ],
        "properties": {
          "description": {
            "type": "string"
          },
          "activity_type": {
            "type": "number"
          },
          "amount_in_cents": {
            "type": "number"
          }
        }
      }
    }
  }
}
organizze_suggest_categories annotations
{
  "title": "organizze_suggest_categories",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_account_context
Advertised by the server during the last successful anonymous check.
Advertised read-only

Orientação inicial em uma só chamada: entidade conectada, plano, data de hoje no fuso do usuário, e listas compactas (id ↔ nome) de contas, cartões e categorias. Chame no início para evitar várias chamadas list_*.

organizze_get_account_context input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_get_account_context annotations
{
  "title": "organizze_get_account_context",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_resolve_entity
Advertised by the server during the last successful anonymous check.
Advertised read-only

Resolve um nome aproximado para o id/uuid real de conta, cartão ou categoria. Use ANTES de uma escrita para evitar ids inventados. Quando ambíguo, retorna as correspondências.

organizze_resolve_entity input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "kind": {
      "type": "string"
    },
    "name": {
      "type": "string"
    }
  }
}
organizze_resolve_entity annotations
{
  "title": "organizze_resolve_entity",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_upcoming_bills
Advertised by the server during the last successful anonymous check.
Advertised read-only

Contas a pagar dos próximos dias: lançamentos não pagos com vencimento na janela e faturas de cartão que vencem no período ("o que vence essa semana?"). Padrão: 7 dias.

organizze_get_upcoming_bills input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    }
  }
}
organizze_get_upcoming_bills annotations
{
  "title": "organizze_get_upcoming_bills",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_monthly_overview
Advertised by the server during the last successful anonymous check.
Advertised read-only

Visão geral do mês em uma só chamada: receitas, despesas, saldo, maiores categorias de despesa, status dos limites e contas a pagar dos próximos 7 dias. Padrão: mês atual. totals são base caixa; top_expense_categories são base por lançamento e NÃO somam com totals.expenses.

organizze_get_monthly_overview input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    }
  }
}
organizze_get_monthly_overview annotations
{
  "title": "organizze_get_monthly_overview",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_categories_report
Advertised by the server during the last successful anonymous check.
Advertised read-only

Relatório de gastos e receitas agrupados por categoria (inclui compras de cartão; base POR LANÇAMENTO). Percentuais e subcategorias. Padrão: mês atual.

organizze_get_categories_report input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "lens": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    }
  }
}
organizze_get_categories_report annotations
{
  "title": "organizze_get_categories_report",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_categories_evolution
Advertised by the server during the last successful anonymous check.
Advertised read-only

Evolução de gastos/receitas por categoria ao longo do tempo (diário/semanal/mensal). Ideal para tendências. Padrão: últimos 3 meses.

organizze_get_categories_evolution input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "lens": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "periodicity": {
      "type": "string"
    },
    "category_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "only_parent_category": {
      "type": "boolean"
    }
  }
}
organizze_get_categories_evolution annotations
{
  "title": "organizze_get_categories_evolution",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_tags_report
Advertised by the server during the last successful anonymous check.
Advertised read-only

Relatório de transações agrupadas por tag (despesas e receitas, com percentuais). Para projetos/históricos longos informe start_date e end_date amplos — o padrão é só o mês atual.

organizze_get_tags_report input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "tag_name": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "tag_name_prefix": {
      "type": "string"
    }
  }
}
organizze_get_tags_report annotations
{
  "title": "organizze_get_tags_report",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_invoices_matrix
Advertised by the server during the last successful anonymous check.
Advertised read-only

Matriz de faturas (mês × cartão) com totais por mês, por cartão e total geral, usando os mesmos valores de get_credit_card_invoices. Use quando o usuário pedir faturas de VÁRIOS cartões e/ou meses, em vez de somar à mão. Padrão: ano atual, todos os cartões.

organizze_get_invoices_matrix input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "cards": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    }
  }
}
organizze_get_invoices_matrix annotations
{
  "title": "organizze_get_invoices_matrix",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_find_duplicates
Advertised by the server during the last successful anonymous check.
Advertised read-only

Encontra transações possivelmente duplicadas (mesmo valor e descrição similar em datas próximas). Útil para limpeza de lançamentos em dobro. Padrão: mês atual.

organizze_find_duplicates input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "days_threshold": {
      "type": "number"
    },
    "include_automatic": {
      "type": "boolean"
    }
  }
}
organizze_find_duplicates annotations
{
  "title": "organizze_find_duplicates",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_find_installments
Advertised by the server during the last successful anonymous check.
Advertised read-only

Encontra COMPRAS PARCELADAS no período (use isto, não busca por texto). Combina parcelas estruturadas e heurística para Open Finance (apresentadas como "possível parcelamento"). Sem datas, últimos 12 meses. Pode filtrar por conta/cartão.

organizze_find_installments input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "account": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "min_occurrences": {
      "type": "number"
    }
  }
}
organizze_find_installments annotations
{
  "title": "organizze_find_installments",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_find_subscriptions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Detecta ASSINATURAS e serviços recorrentes (Netflix, Spotify, ChatGPT, aluguel...). Use para "minhas assinaturas", "o que pago todo mês", "o que posso cancelar". Funciona em contas/cartões CONECTADOS (Open Finance), onde não há cadastro de recorrência: combina contas fixas cadastradas e heurística (mesmo estabelecimento repetido em vários meses). Classifica por estabilidade do valor (assinatura vs recorrente variável). NÃO inclui parcelamentos (use find_installments). Sem datas, últimos 6 meses.

organizze_find_subscriptions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "account": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "start_date": {
      "type": "string"
    },
    "min_occurrences": {
      "type": "number"
    },
    "include_recurrences": {
      "type": "boolean"
    }
  }
}
organizze_find_subscriptions annotations
{
  "title": "organizze_find_subscriptions",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_bank_connections
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista as conexões bancárias (Open Finance / Conectado) ATIVAS e o status de cada uma (estável/indisponível). Somente leitura — não força sincronização. Use para "meu banco não atualiza".

organizze_get_bank_connections input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_get_bank_connections annotations
{
  "title": "organizze_get_bank_connections",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_open_finance_status
Advertised by the server during the last successful anonymous check.
Advertised read-only

Status AO VIVO do agregador Open Finance (Belvo), opcionalmente por banco. Use para saber se "o banco não atualiza" é uma instabilidade upstream. Cacheado ~5 min.

organizze_get_open_finance_status input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "institution": {
      "type": "string"
    }
  }
}
organizze_get_open_finance_status annotations
{
  "title": "organizze_get_open_finance_status",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_latest_imports
Advertised by the server during the last successful anonymous check.
Advertised read-only

Transações mais recentemente importadas via Open Finance (contas/cartões conectados). Use para "lançamentos novos/recém-importados". Paginação via page/per_page (padrão 50, máx 100).

organizze_get_latest_imports input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "page": {
      "type": "number"
    },
    "limit": {
      "type": "number"
    },
    "per_page": {
      "type": "number"
    }
  }
}
organizze_get_latest_imports annotations
{
  "title": "organizze_get_latest_imports",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_balances
Advertised by the server during the last successful anonymous check.
Advertised read-only

Saldo consolidado: saldo atual de cada conta, fatura atual em aberto de cada cartão e o patrimônio (contas − faturas atuais em aberto). Base caixa; não trata parcelas/faturas futuras como dívida. Use para "qual meu saldo total", "quanto tenho", "patrimônio".

organizze_get_balances input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_get_balances annotations
{
  "title": "organizze_get_balances",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_get_cashflow_forecast
Advertised by the server during the last successful anonymous check.
Advertised read-only

Projeção de fluxo de caixa: parte do saldo atual e aplica os lançamentos não pagos de contas manuais na janela, retornando o saldo projetado ao fim e o menor ponto (risco de negativo). Base caixa; não projeta faturas de cartão. Padrão: próximos 30 dias.

organizze_get_cashflow_forecast input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "days": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    }
  }
}
organizze_get_cashflow_forecast annotations
{
  "title": "organizze_get_cashflow_forecast",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_recurrences
Advertised by the server during the last successful anonymous check.
Advertised read-only

Lista as contas fixas CADASTRADAS (lançamentos recorrentes/infinitos): aluguel, assinaturas, salário, etc., com periodicidade, valor e a próxima ocorrência. Só traz recorrências cadastradas (contas/cartões MANUAIS); em conectados (Open Finance) volta vazio — para assinaturas use find_subscriptions. NÃO inclui parcelamentos (use find_installments).

organizze_list_recurrences input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
organizze_list_recurrences annotations
{
  "title": "organizze_list_recurrences",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_list_institutions
Advertised by the server during the last successful anonymous check.
Advertised read-only

Catálogo de instituições financeiras (bancos/operadoras) com o id (slug) usado em institution_id ao criar/editar contas e cartões. Use query para filtrar por nome.

organizze_list_institutions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number"
    },
    "query": {
      "type": "string"
    }
  }
}
organizze_list_institutions annotations
{
  "title": "organizze_list_institutions",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_load_skill
Advertised by the server during the last successful anonymous check.
Advertised read-only

Carrega um guia detalhado de uso (skill) sobre um tema do Organizze. Chame ANTES de responder quando a conversa tocar um destes temas: - automatic_card_invoice_payments: Pagamento de fatura de cartão AUTOMÁTICO (Open Finance): usuário diz que pagou a fatura de cartão conectado — fluxo inform_invoice_payment e prazos de sincronização. - bulk_transaction_operations: Operações em lote sobre transações existentes: recategorizar, atualizar descrições/tags, duplicatas e limites das ferramentas mass_* / update_transactions_*. - category_and_budget_management: Gerenciar categorias, subcategorias e orçamentos: criar, reorganizar, arquivar, mesclar, limites de gasto e reestruturação do plano de categorias. - credit_card_invoice_queries: Consultas de fatura de cartão: vencimento, fechamento, status pago/aberto e semântica de 'pago' quando a pergunta envolve despesas não pagas com cartões. - credit_card_spending: Análise de gastos no cartão de crédito: listar/filtrar compras por cartão, categorias no cartão e comparação entre faturas. - financial_health: Diagnóstico de saúde financeira: 'está tudo ok?', onde economizar, tendências de gastos — sempre incluindo cartões na análise. - financial_summaries_and_bases: Resumos financeiros do período: quanto gastei/recebi, saldo, visão geral, previsto vs. realizado e bases corretas de cálculo. - installments_search: Encontrar compras parceladas e parcelas restantes: estratégia correta com find_installments. - invoice_payments: Pagamento de fatura de cartão MANUAL: register_invoice_payment — nunca create_transaction para pagar fatura. - latest_open_finance_imports: Importações recentes Open Finance: listar novidades e marcá-las como lidas (clear_latest_imports / remove_from_latest_imports). - open_finance_accounts: Contas e cartões conectados (Open Finance): conciliação e enriquecimento de dados sincronizados sem duplicar importação. - subscriptions_detection: Detectar assinaturas e serviços recorrentes: 'o que pago todo mês', streamings repetidos, o que cancelar. - support_and_connection_issues: Suporte e problemas de conexão Open Finance: banco não atualiza/não sincroniza e canais oficiais de ajuda. - sync_accounts_and_cards: 'Sincronizar/copiar/espelhar' transações entre contas ou cartões sem duplicar (fluxo seguro anti-duplicação). - transaction_listing_and_search: Busca e listagem de transações: períodos, tags, modos list_mode (cashflow vs all_transactions), paginação e truncamento.

organizze_load_skill input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "skill_name"
  ],
  "properties": {
    "skill_name": {
      "enum": [
        "automatic_card_invoice_payments",
        "bulk_transaction_operations",
        "category_and_budget_management",
        "credit_card_invoice_queries",
        "credit_card_spending",
        "financial_health",
        "financial_summaries_and_bases",
        "installments_search",
        "invoice_payments",
        "latest_open_finance_imports",
        "open_finance_accounts",
        "subscriptions_detection",
        "support_and_connection_issues",
        "sync_accounts_and_cards",
        "transaction_listing_and_search"
      ],
      "type": "string"
    }
  }
}
organizze_load_skill annotations
{
  "title": "organizze_load_skill",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
organizze_create_transaction
Advertised by the server during the last successful anonymous check.

Cria uma transação (receita ou despesa). Prefira NOMES de conta/cartão e categoria (list_accounts / list_credit_cards / list_categories primeiro se não souber). Nunca invente UUID/id. Ex.: account: "Nubank", category: "Alimentação", is_income: false.

organizze_create_transaction input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "description",
    "amount",
    "date",
    "account",
    "is_income"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "done": {
      "type": "boolean"
    },
    "tags": {
      "type": "string"
    },
    "times": {
      "type": "number"
    },
    "amount": {
      "type": "number"
    },
    "account": {
      "type": "string"
    },
    "category": {
      "type": "string"
    },
    "is_income": {
      "type": "boolean"
    },
    "recurring": {
      "type": "boolean"
    },
    "description": {
      "type": "string"
    },
    "observation": {
      "type": "string"
    },
    "periodicity": {
      "type": "string"
    },
    "idempotency_key": {
      "type": "string"
    }
  }
}
organizze_create_transaction annotations
{
  "title": "organizze_create_transaction",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_create_account
Advertised by the server during the last successful anonymous check.

Cria uma conta bancária manual. Bulk support: accepts institution_ids for batched execution.

organizze_create_account input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "institution_id": {
      "type": "string"
    },
    "initial_balance": {
      "type": "number"
    },
    "institution_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
organizze_create_account annotations
{
  "title": "organizze_create_account",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_inform_invoice_payment
Advertised by the server during the last successful anonymous check.

Informa pagamento de fatura em cartão automático (Open Finance). Bulk support: accepts invoice_date_or_ids for batched execution.

organizze_inform_invoice_payment input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "credit_card": {
      "type": "string"
    },
    "observation": {
      "type": "string"
    },
    "invoice_date_or_id": {
      "type": "string"
    },
    "invoice_date_or_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
organizze_inform_invoice_payment annotations
{
  "title": "organizze_inform_invoice_payment",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_transaction
Advertised by the server during the last successful anonymous check.

Atualiza uma transação existente (informe só os campos a alterar). Em transações automáticas só descrição, categoria, observação e tags podem mudar. Prefira NOMES de conta/categoria (não invente ids). O transaction_id/uuid DEVE ser copiado de list_transactions, search_transactions ou get_transaction nesta conexão — nunca invente nem sequencie IDs. Para várias linhas, use mass_update_transactions com filtros. Bulk support: accepts transaction_ids for batched execution.

organizze_update_transaction input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "date": {
      "type": "string"
    },
    "paid": {
      "type": "boolean"
    },
    "tags": {
      "type": "string"
    },
    "amount": {
      "type": "number"
    },
    "account": {
      "type": "string"
    },
    "category": {
      "type": "string"
    },
    "description": {
      "type": "string"
    },
    "observation": {
      "type": "string"
    },
    "transaction_id": {
      "type": "number"
    },
    "transaction_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "transaction_uuid": {
      "type": "string"
    },
    "update_recurrence": {
      "type": "string"
    }
  }
}
organizze_update_transaction annotations
{
  "title": "organizze_update_transaction",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_delete_transaction
Advertised by the server during the last successful anonymous check.

Exclui uma transação. Transações automáticas (Open Finance) não podem ser excluídas. Para recorrentes use delete_recurrence. O transaction_id/uuid DEVE ser copiado de list_transactions, search_transactions ou get_transaction nesta conexão — nunca invente nem sequencie IDs. Para várias linhas, use mass_delete_transactions com filtros. Bulk support: accepts transaction_ids for batched execution.

organizze_delete_transaction input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "transaction_id": {
      "type": "number"
    },
    "transaction_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "transaction_uuid": {
      "type": "string"
    },
    "delete_recurrence": {
      "type": "string"
    }
  }
}
organizze_delete_transaction annotations
{
  "title": "organizze_delete_transaction",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_set_transaction_paid
Advertised by the server during the last successful anonymous check.

Marca uma transação como paga/recebida (paid=true) ou não paga (paid=false) em conta MANUAL ("já paguei o aluguel"). Idempotente. Transações automáticas são sempre pagas. Bulk support: accepts transaction_ids for batched execution.

organizze_set_transaction_paid input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "paid"
  ],
  "properties": {
    "paid": {
      "type": "boolean"
    },
    "transaction_id": {
      "type": "number"
    },
    "transaction_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "transaction_uuid": {
      "type": "string"
    }
  }
}
organizze_set_transaction_paid annotations
{
  "title": "organizze_set_transaction_paid",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_create_transfer
Advertised by the server during the last successful anonymous check.

Cria uma transferência entre duas contas bancárias (suporta recorrência). Prefira NOMES de conta (não invente ids). Não envolve cartões de crédito.

organizze_create_transfer input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "amount",
    "date",
    "credit_account",
    "debit_account"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "done": {
      "type": "boolean"
    },
    "tags": {
      "type": "string"
    },
    "amount": {
      "type": "number"
    },
    "recurring": {
      "type": "boolean"
    },
    "description": {
      "type": "string"
    },
    "observation": {
      "type": "string"
    },
    "periodicity": {
      "type": "string"
    },
    "debit_account": {
      "type": "string"
    },
    "credit_account": {
      "type": "string"
    }
  }
}
organizze_create_transfer annotations
{
  "title": "organizze_create_transfer",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_register_invoice_payment
Advertised by the server during the last successful anonymous check.

Registra o pagamento de uma fatura de cartão MANUAL como lançamento, vinculado à fatura. Para cartões automáticos use inform_invoice_payment. Prefira NOMES de cartão/conta. Liste faturas com get_credit_card_invoices e passe invoice_date_or_id (id ou YYYY-MM) — nunca invente. Bulk support: accepts invoice_date_or_ids for batched execution.

organizze_register_invoice_payment input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card",
    "amount",
    "date"
  ],
  "properties": {
    "date": {
      "type": "string"
    },
    "amount": {
      "type": "number"
    },
    "credit_card": {
      "type": "string"
    },
    "observation": {
      "type": "string"
    },
    "source_account": {
      "type": "string"
    },
    "invoice_date_or_id": {
      "type": "string"
    },
    "invoice_date_or_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
organizze_register_invoice_payment annotations
{
  "title": "organizze_register_invoice_payment",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_uninform_invoice_payment
Advertised by the server during the last successful anonymous check.

Desfaz um "Informar Pagamento" em cartão AUTOMÁTICO (marcador aguardando Open Finance). Não remove pagamentos reais já confirmados. invoice_date_or_id é obrigatório. Bulk support: accepts invoice_date_or_ids for batched execution.

organizze_uninform_invoice_payment input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card",
    "invoice_date_or_id"
  ],
  "properties": {
    "credit_card": {
      "type": "string"
    },
    "invoice_date_or_id": {
      "type": "string"
    },
    "invoice_date_or_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
organizze_uninform_invoice_payment annotations
{
  "title": "organizze_uninform_invoice_payment",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_create_category
Advertised by the server during the last successful anonymous check.

Cria uma categoria de despesa ou receita (raiz ou subcategoria via parent_id). Bulk support: accepts group_ids, parent_ids for batched execution.

organizze_create_category input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name",
    "kind"
  ],
  "properties": {
    "kind": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "color": {
      "type": "string"
    },
    "group_id": {
      "type": "string"
    },
    "group_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    },
    "parent_id": {
      "type": "number"
    },
    "parent_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_create_category annotations
{
  "title": "organizze_create_category",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_category
Advertised by the server during the last successful anonymous check.

Atualiza uma categoria (nome, cor, pai, arquivar). Categorias padrão não podem ser excluídas, mas podem ser renomeadas/arquivadas. Prefira NOME (não invente id).

organizze_update_category input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "category"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "color": {
      "type": "string"
    },
    "parent": {
      "type": "string"
    },
    "archived": {
      "type": "boolean"
    },
    "category": {
      "type": "string"
    }
  }
}
organizze_update_category annotations
{
  "title": "organizze_update_category",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_delete_category
Advertised by the server during the last successful anonymous check.

Exclui uma categoria; suas transações vão para outra categoria (substitute_category ou padrão). Categorias padrão NÃO podem ser excluídas. Ao excluir uma raiz, as subcategorias somem.

organizze_delete_category input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "category"
  ],
  "properties": {
    "category": {
      "type": "string"
    },
    "substitute_category": {
      "type": "string"
    }
  }
}
organizze_delete_category annotations
{
  "title": "organizze_delete_category",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_create_budget
Advertised by the server during the last successful anonymous check.

Cria um limite de gastos (orçamento) para uma categoria. Padrão: despesa; use activity_type 'earning' para meta de receita. Prefira o NOME da categoria.

organizze_create_budget input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "category",
    "amount"
  ],
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    },
    "amount": {
      "type": "number"
    },
    "category": {
      "type": "string"
    },
    "activity_type": {
      "type": "string"
    }
  }
}
organizze_create_budget annotations
{
  "title": "organizze_create_budget",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_budget
Advertised by the server during the last successful anonymous check.

Atualiza o valor de um orçamento existente. amount = 0 remove o orçamento. Bulk support: accepts budget_ids for batched execution.

organizze_update_budget input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "budget_id",
    "amount"
  ],
  "properties": {
    "amount": {
      "type": "number"
    },
    "budget_id": {
      "type": "number"
    },
    "budget_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_update_budget annotations
{
  "title": "organizze_update_budget",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_delete_budget
Advertised by the server during the last successful anonymous check.

Remove um orçamento (limite de gastos) de uma categoria. Bulk support: accepts budget_ids for batched execution.

organizze_delete_budget input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "budget_id"
  ],
  "properties": {
    "budget_id": {
      "type": "number"
    },
    "budget_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_delete_budget annotations
{
  "title": "organizze_delete_budget",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_clone_budgets
Advertised by the server during the last successful anonymous check.

Clona os orçamentos do mês anterior para o mês de destino (não sobrescreve um mês que já tenha orçamentos). Padrão: mês atual.

organizze_clone_budgets input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "year": {
      "type": "number"
    },
    "month": {
      "type": "number"
    }
  }
}
organizze_clone_budgets annotations
{
  "title": "organizze_clone_budgets",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_account
Advertised by the server during the last successful anonymous check.

Atualiza uma conta (nome, descrição, instituição, arquivar). Contas automáticas só permitem nome e archived. Prefira NOME (não invente id). Bulk support: accepts institution_ids for batched execution.

organizze_update_account input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "account"
  ],
  "properties": {
    "name": {
      "type": "string"
    },
    "account": {
      "type": "string"
    },
    "archived": {
      "type": "boolean"
    },
    "description": {
      "type": "string"
    },
    "hide_balance": {
      "type": "boolean"
    },
    "institution_id": {
      "type": "string"
    },
    "institution_ids": {
      "type": "array",
      "items": {
        "type": "string"
      }
    }
  }
}
organizze_update_account annotations
{
  "title": "organizze_update_account",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_delete_account
Advertised by the server during the last successful anonymous check.

Exclui uma conta. ATENÇÃO: todas as transações da conta são excluídas em background. Contas automáticas não podem ser excluídas (desconecte pelo menu de conexões).

organizze_delete_account input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "account"
  ],
  "properties": {
    "account": {
      "type": "string"
    }
  }
}
organizze_delete_account annotations
{
  "title": "organizze_delete_account",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_create_credit_card
Advertised by the server during the last successful anonymous check.

Cria um cartão de crédito MANUAL (automáticos vêm da conexão bancária). As faturas são geradas automaticamente após a criação. Bulk support: accepts payment_account_ids for batched execution.

organizze_create_credit_card input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "name",
    "billing_due_day",
    "billing_cycle_day"
  ],
  "properties": {
    "flag": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "limit": {
      "type": "number"
    },
    "billing_due_day": {
      "type": "number"
    },
    "billing_cycle_day": {
      "type": "number"
    },
    "payment_account_id": {
      "type": "number"
    },
    "payment_account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_create_credit_card annotations
{
  "title": "organizze_create_credit_card",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_credit_card
Advertised by the server during the last successful anonymous check.

Atualiza um cartão de crédito (nome, bandeira, dias de fatura, limite, arquivar). Cartões automáticos só permitem nome e archived. Prefira NOME (não invente id). Bulk support: accepts payment_account_ids for batched execution.

organizze_update_credit_card input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card"
  ],
  "properties": {
    "flag": {
      "type": "string"
    },
    "name": {
      "type": "string"
    },
    "limit": {
      "type": "number"
    },
    "archived": {
      "type": "boolean"
    },
    "credit_card": {
      "type": "string"
    },
    "billing_due_day": {
      "type": "number"
    },
    "billing_cycle_day": {
      "type": "number"
    },
    "payment_account_id": {
      "type": "number"
    },
    "payment_account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    }
  }
}
organizze_update_credit_card annotations
{
  "title": "organizze_update_credit_card",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_delete_credit_card
Advertised by the server during the last successful anonymous check.

Exclui um cartão de crédito. ATENÇÃO: todas as transações e faturas do cartão são excluídas. Cartões automáticos não podem ser excluídos (desconecte pelo menu de conexões).

organizze_delete_credit_card input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "credit_card"
  ],
  "properties": {
    "credit_card": {
      "type": "string"
    }
  }
}
organizze_delete_credit_card annotations
{
  "title": "organizze_delete_credit_card",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_mass_create_transactions
Advertised by the server during the last successful anonymous check.

Cria VÁRIAS transações em lote (máx. 100) a partir de uma lista de objetos. Use em vez de create_transaction repetido. Cada linha no array deve ser única (descrição+valor+data+conta) — dedupe no payload antes de enviar. NÃO use para importar CSV/OFX com snapshot canônico — nesse caso o app redireciona para plan_tabular_import/apply_tabular_import (error_code redirect_to_tabular); no MCP, peça ao usuário importar pelo app ou envie linhas sem fingerprint de anexo. Prefira NOMES de conta/categoria. Executa em uma chamada (sem confirmação interativa no MCP).

organizze_mass_create_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "transactions"
  ],
  "properties": {
    "transactions": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "description",
          "amount",
          "date",
          "account",
          "is_income"
        ],
        "properties": {
          "date": {
            "type": "string"
          },
          "done": {
            "type": "boolean"
          },
          "tags": {
            "type": "string"
          },
          "times": {
            "type": "number"
          },
          "amount": {
            "type": "number"
          },
          "account": {
            "type": "string"
          },
          "category": {
            "type": "string"
          },
          "is_income": {
            "type": "boolean"
          },
          "recurring": {
            "type": "boolean"
          },
          "description": {
            "type": "string"
          },
          "observation": {
            "type": "string"
          },
          "periodicity": {
            "type": "string"
          }
        }
      }
    },
    "idempotency_key": {
      "type": "string"
    }
  }
}
organizze_mass_create_transactions annotations
{
  "title": "organizze_mass_create_transactions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_mass_update_transactions
Advertised by the server during the last successful anonymous check.

Atualiza VÁRIAS transações por FILTRO de busca (máx. 200) — prefira isto a montar listas de IDs quando a mesma alteração vale para todas as linhas. Antes, valide com list_transactions/search_transactions os mesmos filtros. Informe ao menos um filtro e um campo a alterar. Prefira new_category por NOME. Conjunto vazio ou >200 devolve validation (refine filtros). Para mapa linha-a-linha use update_transactions_categories / descriptions. Irreversível em lote. Bulk support: accepts category_ids, account_ids, credit_card_ids for batched execution.

organizze_mass_update_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "query": {
      "type": "string"
    },
    "end_date": {
      "type": "string"
    },
    "new_paid": {
      "type": "boolean"
    },
    "new_tags": {
      "type": "string"
    },
    "account_id": {
      "type": "number"
    },
    "start_date": {
      "type": "string"
    },
    "tag_action": {
      "type": "string"
    },
    "tag_filter": {
      "type": "string"
    },
    "account_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "category_id": {
      "type": "number"
    },
    "paid_filter": {
      "type": "boolean"
    },
    "category_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "new_category": {
      "type": "string"
    },
    "activity_type": {
      "type": "string"
    },
    "credit_card_id": {
      "type": "number"
    },
    "credit_card_ids": {
      "type": "array",
      "items": {
        "type": "number"
      }
    },
    "new_description": {
      "type": "string"
    },
    "new_observation": {
      "type": "string"
    },
    "description_find": {
      "type": "string"
    },
    "description_replace": {
      "type": "string"
    }
  }
}
organizze_mass_update_transactions annotations
{
  "title": "organizze_mass_update_transactions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_mass_delete_transactions
Advertised by the server during the last successful anonymous check.

Exclui VÁRIAS transações por lista de ids/uuids (máx. 500). Os ids DEVEM vir de uma busca recente (list/search/find_duplicates/get_transaction) — nunca invente. Automáticas são ignoradas; recorrentes excluem só a ocorrência atual. Destrutivo.

organizze_mass_delete_transactions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "transactions"
  ],
  "properties": {
    "transactions": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "transaction_id": {
            "type": "number"
          },
          "transaction_uuid": {
            "type": "string"
          }
        }
      }
    }
  }
}
organizze_mass_delete_transactions annotations
{
  "title": "organizze_mass_delete_transactions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_add_transactions_tags
Advertised by the server during the last successful anonymous check.

Adiciona tags a VÁRIAS transações em uma chamada (acumula sobre as existentes; máx. 200). Cada item: transaction_id ou transaction_uuid + tags (string com vírgulas ou lista).

organizze_add_transactions_tags input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "items"
  ],
  "properties": {
    "items": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "tags": {
            "type": "string"
          },
          "transaction_id": {
            "type": "number"
          },
          "transaction_uuid": {
            "type": "string"
          }
        }
      }
    }
  }
}
organizze_add_transactions_tags annotations
{
  "title": "organizze_add_transactions_tags",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_transactions_categories
Advertised by the server during the last successful anonymous check.

Define a categoria de VÁRIAS transações em uma chamada, com destino por linha (máx. 200). Ideal após suggest_categories quando cada linha tem categoria diferente. Prefira category (NOME) e IDs só de list/suggest deste turno — nunca invente. Se a mesma categoria vale para todas, prefira mass_update_transactions com filtro.

organizze_update_transactions_categories input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "updates"
  ],
  "properties": {
    "updates": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "category": {
            "type": "string"
          },
          "category_id": {
            "type": "number"
          },
          "transaction_id": {
            "type": "number"
          },
          "transaction_uuid": {
            "type": "string"
          }
        }
      }
    }
  }
}
organizze_update_transactions_categories annotations
{
  "title": "organizze_update_transactions_categories",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_update_transactions_descriptions
Advertised by the server during the last successful anonymous check.

Substitui a descrição de VÁRIAS transações em uma chamada (máx. 200). Cada item: transaction_id (ou id) OU transaction_uuid (ou uuid) + description (ou new_description). IDs só de list_transactions/search deste turno. Aceita um único objeto em vez de array. Se a mesma descrição/regra vale para todas, prefira mass_update_transactions.

organizze_update_transactions_descriptions input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "updates"
  ],
  "properties": {
    "updates": {
      "type": "array",
      "items": {
        "type": "object",
        "properties": {
          "id": {
            "type": "number"
          },
          "uuid": {
            "type": "string"
          },
          "description": {
            "type": "string"
          },
          "transaction_id": {
            "type": "number"
          },
          "new_description": {
            "type": "string"
          },
          "transaction_uuid": {
            "type": "string"
          }
        }
      }
    }
  }
}
organizze_update_transactions_descriptions annotations
{
  "title": "organizze_update_transactions_descriptions",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
organizze_mass_manage_categories
Advertised by the server during the last successful anonymous check.

Aplica VÁRIAS mudanças na árvore de categorias em uma chamada atômica (máx. 100 ops). Operações: create, rename, move (parent '0' = raiz), archive, unarchive (NÃO há delete — use archive). Resolve por NOME (não invente ids). Se uma falhar, nada é alterado.

organizze_mass_manage_categories input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "operations"
  ],
  "properties": {
    "operations": {
      "type": "array",
      "items": {
        "type": "object",
        "required": [
          "op"
        ],
        "properties": {
          "op": {
            "type": "string"
          },
          "kind": {
            "type": "string"
          },
          "name": {
            "type": "string"
          },
          "color": {
            "type": "string"
          },
          "parent": {
            "type": "string"
          },
          "category": {
            "type": "string"
          },
          "group_id": {
            "type": "string"
          }
        }
      }
    }
  }
}
organizze_mass_manage_categories annotations
{
  "title": "organizze_mass_manage_categories",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": false,
  "destructiveHint": false
}
show_version
Advertised by the server during the last successful anonymous check.
Advertised read-only

Show the current MCP platform and adapter versions.

show_version input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
show_version annotations
{
  "title": "Show Version",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
report_bug
Advertised by the server during the last successful anonymous check.

Report a bug, missing feature, or send feedback. Include the conversation array with recent messages for reproduction.

report_bug input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "message"
  ],
  "properties": {
    "context": {
      "type": "string",
      "default": ""
    },
    "message": {
      "type": "string"
    },
    "conversation": {
      "type": "string",
      "default": "[]"
    }
  }
}
report_bug annotations
{
  "title": "Report Bug",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
connect
Advertised by the server during the last successful anonymous check.
Advertised read-only

Returns connection status and URLs. When all providers are connected, returns authenticated:true and empty pending[]. When credentials are missing, returns connect_url for the toolkit and per-install URLs.

connect input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
connect annotations
{
  "title": "Connection Status",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
toolkit_info
Advertised by the server during the last successful anonymous check.
Advertised read-only

Returns the current toolkit state: installed MCPs, their connection status, the accounts connected to each one, and how many catalog tools each exposes.

toolkit_info input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}
toolkit_info annotations
{
  "title": "Toolkit Info",
  "readOnlyHint": true,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}
marketplace
Advertised by the server during the last successful anonymous check.
Open-world

The official mcp.ai marketplace — the in-platform catalog of every MCP/tool, AND the way to run them. Covers capability requests like "find an MCP that does X", "consulta um CPF", "is there a tool for Y". Core flow: action=search discovers MCPs by intent → describe returns one MCP's full profile (every tool with its id + params, pricing, auth) so you pick the right tool_id → invoke RUNS that tool. KEY: invoke works even when the MCP is NOT installed — it runs the tool pontualmente (one-off), without adding the MCP to the toolkit and without bloating the tool list. If the MCP needs a credential/login, invoke returns a connect link; if it is paid and the wallet is empty, invoke returns a checkout/top-up link (the user opens it, then you retry). Use install only to make an MCP PERMANENT in the active toolkit (its tools then show up natively in future sessions); prefer invoke for a single/occasional use. list_tools lists what is callable right now. subscribe/cancel handle per-MCP billing; report_bug sends feedback; request_mcp asks us to build a NEW MCP when nothing fits. Search/describe flag installed_in_toolkit vs installed_in_workspace. Writes (install/uninstall/subscribe/cancel and the one-off install behind invoke) require workspace owner/admin. It also carries the mcp.ai PROMPT LIBRARY, which is about ready-made prompt TEXT rather than MCPs: search_prompts finds one, get_prompt returns its full text with {{variables}} filled, and publish_prompt saves a prompt and returns a shareable mcp.ai/p/<slug> link that opens without login.

marketplace input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "default": 10
    },
    "query": {
      "type": "string",
      "default": ""
    },
    "action": {
      "enum": [
        "search",
        "describe",
        "install",
        "uninstall",
        "subscribe",
        "cancel",
        "resume",
        "report_bug",
        "request_mcp",
        "list_tools",
        "invoke",
        "search_prompts",
        "get_prompt",
        "publish_prompt"
      ],
      "type": "string",
      "default": "search"
    },
    "mcp_id": {
      "type": "string",
      "default": ""
    },
    "message": {
      "type": "string",
      "default": ""
    },
    "tool_id": {
      "type": "string",
      "default": ""
    },
    "arguments": {
      "type": "string",
      "default": "{}"
    },
    "immediate": {
      "type": "boolean",
      "default": false
    },
    "tier_slug": {
      "type": "string",
      "default": ""
    },
    "prompt_body": {
      "type": "string",
      "default": ""
    },
    "prompt_slug": {
      "type": "string",
      "default": ""
    },
    "prompt_tool": {
      "type": "string",
      "default": ""
    },
    "prompt_vars": {
      "type": "string",
      "default": "{}"
    },
    "conversation": {
      "type": "string",
      "default": "[]"
    },
    "prompt_title": {
      "type": "string",
      "default": ""
    },
    "request_name": {
      "type": "string",
      "default": ""
    },
    "cancel_reason": {
      "enum": [
        "too_expensive",
        "missing_features",
        "switched_service",
        "unused",
        "customer_service",
        "too_complex",
        "low_quality",
        "other"
      ],
      "type": "string"
    },
    "cancel_comment": {
      "type": "string",
      "default": ""
    },
    "prompt_targets": {
      "type": "array",
      "items": {
        "enum": [
          "claude",
          "chatgpt",
          "cursor",
          "lovable"
        ],
        "type": "string"
      },
      "default": []
    },
    "report_context": {
      "type": "string",
      "default": ""
    },
    "prompt_category": {
      "type": "string",
      "default": ""
    },
    "request_details": {
      "type": "string",
      "default": ""
    },
    "prompt_description": {
      "type": "string",
      "default": ""
    }
  }
}
marketplace annotations
{
  "title": "Marketplace",
  "readOnlyHint": false,
  "openWorldHint": true,
  "idempotentHint": false,
  "destructiveHint": false
}
authenticate
Advertised by the server during the last successful anonymous check.

MCP.AI for IDE agents (Cursor, etc.): log in in the browser, copy the access token. Best: add it to this server's config as a header `Authorization: Bearer <token>` for a permanent, non-expiring connection. Or paste it here for a session-only login: call with { token: "<jwt>" } after the user pastes, or with no args to get the link.

authenticate input schema
{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "token": {
      "type": "string"
    }
  }
}
authenticate annotations
{
  "title": "Authenticate",
  "readOnlyHint": false,
  "openWorldHint": false,
  "idempotentHint": true,
  "destructiveHint": false
}

Prompts

Not advertised

No prompt definitions available.

Resources

Not advertised

No resource definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
607 ms
95th percentile latency
607 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 607 ms · metadata changed · 68 tool(s)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http organizze-mcp https://api.mcp.ai/p_organizze

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add organizze-mcp --url https://api.mcp.ai/p_organizze

Cursor

Merge this server into .cursor/mcp.json in your project, then enable organizze-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "organizze-mcp": {
      "url": "https://api.mcp.ai/p_organizze"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "organizze-mcp": {
      "type": "streamableHttp",
      "url": "https://api.mcp.ai/p_organizze",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start organizze-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "organizze-mcp": {
      "type": "http",
      "url": "https://api.mcp.ai/p_organizze"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http organizze-mcp https://api.mcp.ai/p_organizze

Claude Desktop

Open Claude Settings > Connectors > Add custom connector, enter this server URL and enable it for the conversation. This is a manual remote-connector handoff, not a desktop JSON configuration.
Claude Desktop configuration
https://api.mcp.ai/p_organizze

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "organizze-mcp": {
      "serverUrl": "https://api.mcp.ai/p_organizze"
    }
  }
}

Let your agent find its tools

Find servers like Organizze MCP from your agent. Add Koskamo once to search the index for endpoints, access requirements, and client setup. Public discovery needs no key.

Connect Koskamo Explore workflows
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