Read and write Organizze personal finance data using MCP tools available in Claude Desktop. Use this skill whenever the user wants to check balances, list transactions, create expenses, manage credit cards, transfers, categories, or any other personal finance operation in Organizze. Trigger for queries like "quanto gastei", "lança uma despesa", "qual meu saldo", "extrato do mês", "fatura do cartão", or any mention of Organizze, transactions, accounts, or personal finance data.
Use the MCP tools exposed by the Organizze MCP server to read and write personal finance data.
The MCP server must be configured in claude_desktop_config.json:
{
"mcpServers": {
"organizze": {
"command": "node",
"args": ["/path/to/organizze-skill/src/index.js"],
"env": {
"ORGANIZZE_EMAIL": "[email protected]",
"ORGANIZZE_TOKEN": "seu-token",
"ORGANIZZE_USER_AGENT": "claude-desktop"
}
}
}
}
If tools are unavailable, ask the user to check the MCP server config and restart Claude Desktop.
amount_cents: always integers in cents. R$ 50,00 = 5000. Expenses = negative value.YYYY-MM-DD{ "name": "tag_name" } objects| Tool | Purpose |
|---|---|
list_accounts | List all accounts with balances |
get_account | Get a single account by id |
create_account | Create account |
update_account | Update account |
delete_account | Delete account |
| Tool | Purpose |
|---|---|
list_transactions | List transactions (supports start_date, end_date, account_id, group_by_tag) |
get_transaction | Get a single transaction |
create_transaction | Create expense, income, installment, or recurring |
update_transaction | Update transaction (use update_future: true or update_all: true for recurring) |
delete_transaction | Delete transaction (same options for recurring) |
| Tool | Purpose |
|---|---|
list_categories | List all categories |
get_category | Get a single category |
create_category | Create category |
update_category | Update category |
delete_category | Delete (accepts replacement_id to migrate references) |
| Tool | Purpose |
|---|---|
list_credit_cards | List cards |
get_credit_card | Get a single card |
create_credit_card | Create card |
update_credit_card | Update card |
delete_credit_card | Delete card |
list_credit_card_invoices | List invoices for a card (optional start_date) |
get_credit_card_invoice | Get a specific invoice |
get_credit_card_invoice_payments | Get payments for an invoice |
| Tool | Purpose |
|---|---|
list_transfers | List transfers (returns debit + credit as separate objects) |
get_transfer | Get a single transfer |
create_transfer | Create transfer between accounts |
update_transfer | Update transfer |
delete_transfer | Delete transfer |
Call list_accounts. Present account names and current_balance_cents / 100 formatted as BRL.
list_accounts or list_categories to resolve ids if neededlist_transactions with start_date and end_date{
"description": "Almoço",
"amount_cents": -3500,
"date": "2025-04-18",
"account_id": 123,
"category_id": 456
}
{
"description": "Notebook",
"amount_cents": -10000,
"date": "2025-04-01",
"account_id": 123,
"category_id": 456,
"installments_attributes": { "periodicity": "monthly", "total": 12 }
}
Periodicity values: monthly, yearly, weekly, biweekly, bimonthly, trimonthly
{
"description": "Aluguel",
"amount_cents": -200000,
"date": "2025-04-05",
"account_id": 123,
"category_id": 789,
"recurrence_attributes": { "periodicity": "monthly" }
}
list_transactions with start_date, end_date, and group_by_tag: true. Returns [{ tag, total_cents, transactions[] }].
{
"credit_account_id": 1,
"debit_account_id": 2,
"amount_cents": 50000,
"date": "2025-04-18",
"paid": true
}