Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
제작자가 쓴 설명(영어 원문)
Financial intelligence for AI: manage balances, transactions, payments, and more
이 세 가지는 절대 하나의 점수로 합치지 않아요. 의견, 측정, 인기는 서로 다른 것이니까요.
이 서버는 아직 쉬운 말로 된 요약을 쓰지 못했어요. 아래는 레지스트리에서 읽어 온 사실이에요.
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
필요한 것
어떤 앱을 쓰세요?
위에서 앱을 고르세요. 기억해 두었다가 다음부터는 버튼에 “…에 설치”라고 표시해요.
웹, 데스크톱, 모바일의 Claude에서 쓸 수 있어요:
https://mcp.moneda.com/api/mcp터미널에서 이 명령어를 실행하세요
claude mcp add --transport http moneda https://mcp.moneda.com/api/mcp프로젝트의 .cursor/mcp.json 또는 ~/.cursor/mcp.json에 붙여 넣으세요
{
"mcpServers": {
"moneda": {
"url": "https://mcp.moneda.com/api/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
프로젝트의 .vscode/mcp.json에 붙여 넣으세요
{
"servers": {
"moneda": {
"type": "http",
"url": "https://mcp.moneda.com/api/mcp"
}
}
}브라우저가 앱을 열지 물어본 다음, 앱이 설정을 보여 주고 확인을 요청해요. 키 값은 비워 두니 직접 입력하세요.
ChatGPT는 인터넷에 있는 서버에만 연결할 수 있어요:
https://mcp.moneda.com/api/mcp메뉴 이름은 요금제나 시기에 따라 조금 다를 수 있어요.
선택한 앱은 이 기기의 쿠키에만 저장돼요. 계정은 필요 없어요.
이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
도구 이름과 설명은 서버가 2026년 11월 7일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.
healthCheck the health and status of the Moneda MCP server
search_knowledgeSearch the Moneda knowledge base (FAQ) for answers to questions about Moneda's features, fees, security, accounts, earnings, deposits, withdrawals, legal info, and more. Use this whenever a user asks about how Moneda works.
list_faq_categoriesList the FAQ table of contents: every category (slug, name) with each item's id and question. Use an id with get_faq_item for the full answer.
get_faq_categoryGet all FAQ items in a specific category. Use the moneda://knowledge resource to discover available category slugs.
get_faq_itemGet a specific FAQ item by ID, including its full answer and resolved related questions. Use this after search_knowledge or get_faq_category to drill into a specific question.
get_balanceGet the user's account balances (USD Account, EUR Account, CHF Account, CAD Account, MXN Account, USD Earnings, EUR Earnings, USD Smart Earnings, EUR Smart Earnings), optionally filtered by currency. CHF, CAD, and MXN rows only appear for users in their staged rollouts (gated by
get_walletGet the user's Moneda smart wallet address on Base network. IMPORTANT: Only supports USDC, EURC, CHFAU, CADD, and MXNB on Base — other tokens or chains will result in permanent loss of funds. For Moneda-to-Moneda transfers, prefer sharing @username (instant, feeless).
get_transactionsGet transaction history including card programme activity. Standard format returns JSON; tax_export returns a compact CSV with full unmasked addresses, token contracts, vault tokens, sender/recipient details, and tax labels (Koinly/CoinTracker/TaxBit compatible). Use year for ann
get_spending_by_type_groupGet spending grouped by transaction type group (transfer, exchange, deposit, withdrawal, earnings, topup, offramp) for a 7/30/90-day window. Includes period-over-period comparison. For finer breakdowns by user-assigned category, contact, or merchant, use get_spending_by_category
get_exchange_rateGet the current exchange rate between two currencies
get_lifetime_savingsGet your lifetime accumulated savings from using Moneda — total fees Moneda covered on your behalf (sponsored network fees + on/off-ramp fees) plus your plan's fee discount vs the Standard plan. This is NOT a balance: never answer "how much have I saved" from wallet or vault amou
list_billsList the user's bills (AP queue), ordered 'due-soon first' (dueDate ASC NULLS LAST, id DESC). Filter by `status[]` — defaults to `['PENDING']`. Cursor-paginated; pass `nextCursor` from the previous page back as `cursor` to advance. Each row carries the extracted merchant, total,
get_billFetch a single bill by id with full extracted detail — merchant (name, taxId, address), total, currency, due date, invoice number, vendor IBAN/BIC/routing/account, payment status, and a presigned `downloadUrl` valid for ~15 minutes.
get_apy_ratesGet the current APY (Annual Percentage Yield) rates for Moneda earnings products. Morpho Earnings is a DeFi lending vault and YO Smart Earnings is a higher-yield vault. USD and EUR have both Morpho and YO vaults; MXN has a Morpho-only vault (no YO). CHF and CAD are accepted at th
get_earnings_time_seriesGet a daily time series of earnings and vault balance for a Morpho or YO vault account. Returns up to one year of UTC-day data points (timestamp, earnings, balance) plus totalEarnings and netDeposits summaries.
update_display_nameUpdate the authenticated user's display name
set_passkey_labelRename a passkey so it is recognisable in the security screen (e.g. 'Work laptop'). Pass the passkey id from get_passkeys. Cosmetic only — it cannot add, remove, or weaken a credential. Send an empty label to clear it back to the provider name.
set_help_improve_monedaSet whether the user's conversations with Moneda AI may be used to train Moneda's own models (the Settings > Privacy toggle). enabled=false turns it off; enabled=true turns it back on. The choice applies to what the user sends from then on: messages sent while objected stay exclu
update_settingsChange the user's decimal separator (DOT = 1,234.56, COMMA = 1.234,56), or opt in or out of marketing and product-update emails and push notifications. Pass only what the user asked to change; at least one field. Security and transactional messages always send and cannot be turne
get_points_balanceGet the user's current points balance from the rewards program
get_points_activityGet the user's points activity history showing what actions earned or spent points
get_referral_codeGet the user's unique referral code and referral count
get_refereesGet the list of users this user has referred to Moneda
get_virtual_accountsGet the user's virtual bank account details (IBAN and ACH), payment capabilities, and activation status. Minimum transfer: €1 for EUR (IBAN/SEPA) and $1 for USD (ACH).
get_virtual_account_limitsGet how much of the user's Iron virtual-account spending limit is left, per direction (deposit = money in, withdrawal = money out), on a rolling 52-week window. Also reports whether Iron is currently requesting enhanced due diligence (EDD). Crossing a limit does NOT reject the tr
get_information_requestsList the compliance information requests (RFIs) Iron/MoonPay has sent the user about their virtual account: status, the open round's questions and any requested documents. Read-only. MoonPay requires the user to answer personally, so NEVER answer on their behalf or draft answers
get_settlement_estimateGet the date a US bank (ACH) transfer would actually settle. Accounts for Iron's 3:00 PM ET same-day cutoff, weekends, AND US federal bank holidays — a transfer sent the afternoon before Thanksgiving does not arrive the next day. Use this to answer 'when will my money arrive?' in
get_contactsGet the user's contacts: Moneda users they interact with, saved external wallets, and saved bank accounts. Each wallet and bank entry has a contactAccountId field — pass it as the contactAccountId parameter to initiate_payment (transfer_contact_bank / transfer_contact_wallet). Us
get_settingsGet the user's app settings and preferences: language, currency, country, theme, notifications, biometrics, and display options.
get_recovery_contactsGet the user's recovery contacts and the people who have you as their recovery contact (guardian).
get_passkeysGet the user's passkeys (security keys). target='WALLET' (default) lists the smart-account signing keys — id, label, provider, status, masked wallet address, creation date, kind ('primary' = the key from signup, 'backup' = an extra key added later as a second Safe owner), and onc
get_my_accountsGet the user's saved external wallets and bank accounts for withdrawals/off-ramping. Each entry has an accountId field — pass it as the accountId parameter to initiate_payment (transfer_account). These are NOT the user's Moneda wallet — use get_wallet instead to get the user's ac
update_transaction_categoryAssign a spending category to a transaction. Identify the transaction by its transactionHash from get_transactions.
add_transaction_noteAdd or update a personal note on a transaction. Identify the transaction by its transactionHash from get_transactions. Maximum 140 characters.
batch_update_transaction_categoriesAssign spending categories to multiple transactions at once. Accepts up to 25 items. Each item maps a transactionHash to a category. Returns per-item results. Use with get_transactions hasCategory=false to find uncategorized transactions first.
batch_add_transaction_notesAdd or update notes on multiple transactions at once. Accepts up to 25 items. Each item maps a transactionHash to a note (max 140 chars). Returns per-item results. Use with get_transactions hasNote=false to find unannotated transactions first.
add_walletAdd a crypto wallet to the user's saved external accounts. IMPORTANT: The wallet must support USDC, EURC, CHFAU, CADD, and MXNB on the Base network. Sending other tokens or using other chains will result in permanent loss of funds. The user MUST confirm they understand this befor
add_bankAdd a bank account to the user's saved accounts. For EU: provide IBAN (and optionally BIC). For US: provide accountNumber, routingNumber, and accountType (CHECKING or SAVINGS). US banks support ACH transfers only. Bank capability is verified before saving.
add_contact_externalRegister an external (non-Moneda) contact with their details. EU Travel Rule requires first name, last name, and country of residence. At least one wallet address or bank account must be provided. For wallets, the user must confirm Base network USDC/EURC/CHFAU/CADD/MXNB support b
add_contact_monedaAdd a Moneda user to your contacts by their username. If the contact already exists but was deactivated, it will be reactivated.
search_usersSearch for Moneda users by username, display name, full email, or phone number. Respects user privacy settings — users who have disabled search visibility for specific fields will not appear in results matching those fields. Returns username and display name for matching users.
list_banks_for_countryList the banks Koywe supports for a LATAM country, used when registering a third-party or first-party bank account that requires an explicit bank code (Colombia/PSE, Chile/CLP_BANK, Bolivia/BOB_BANK). Each bank entry has: name (human label), value (Koywe entity code — pass back a
list_supported_destinationsList the country, currency, and rail combinations Moneda can pay out to. Each entry includes the required fields you'll need to collect from the user before calling add_bank, add_contact_external, or initiate_payment. The output is provider-agnostic — don't branch on which underl
get_payment_quotePreview the cost, FX rate, and final amount for moving money between two currencies. Provide exactly one of `amountIn` (what the user sends) or `amountOut` (what they want to receive). Returns the quote ID, exchange rate, fee, and how long the quote stays valid. Use this BEFORE i
initiate_paymentSend money to someone else (a Moneda user, a contact, or an external bank/wallet). Creates a payment request that requires user approval in the Moneda mobile app. Not for converting between the user's own currencies: use initiate_currency_exchange for that. Look up the recipient
initiate_currency_exchangeConvert money between two of the user's own currency accounts (e.g. USD to EUR). Nothing leaves the user; to pay or send to anyone, use initiate_payment instead. Creates a request the user approves in the Moneda mobile app; the destination is the user's own account in toCurrency.
propose_scheduled_paymentPropose a RECURRING payment (e.g. $50 monthly to a Moneda user or a contact's Base wallet). Creates a draft the user reviews, approves and signs with their passkey in the Moneda mobile app; nothing is sent until then and you never schedule or move funds yourself. Not for one-off
initiate_crypto_tradeBuy or sell a crypto asset (e.g. cbBTC for Bitcoin, WETH for Ethereum) with the user's own balance. Not for sending money (use initiate_payment) or converting between currencies (use initiate_currency_exchange). The route/venue is chosen by the server. Creates a request the user
initiate_token_buyBuy a Base token that is not in initiate_crypto_trade's catalogue, by contract address, spending the user's own USD, EUR, CHF or MXN balance. Use initiate_crypto_trade for catalogue assets (cbBTC, WETH, …). The token must be tradeable on Base via LiFi. Creates a request the user
initiate_earnings_moveMove the user's own money into or out of an earnings vault: DEPOSIT from a currency account into Earnings (MORPHO) or Smart Earnings (YO), WITHDRAW back out. Not for sending money (use initiate_payment), converting currencies (use initiate_currency_exchange) or trading (use initi
get_payment_statusCheck the current status of a payment request. Use this to poll for approval after calling initiate_payment. Terminal statuses: COMPLETED, FAILED, EXPIRED, REJECTED.
pay_x402Pay for a resource using the x402 protocol (HTTP 402 Payment Required). When an API returns HTTP 402 with x402 paymentRequirements, use this tool to initiate the payment. The payment requires user approval in the Moneda app before it executes. Parameters map to x402 paymentRequir
propose_automationPropose an automation: when a condition is met, alert the user or open a prefilled trade for them to confirm. A custom signal rule (signal_rule) is a condition tree over catalog signals, never free text; call with previewOnly first and read the returned readback, dry run and conf
list_automationsList the user's automations, newest first, with status (PENDING_APPROVAL, ACTIVE, PAUSED, CANCELLED, EXPIRED, COMPLETED), a plain-language summary and limits.
list_sendable_cryptoList the crypto held in a Safe that can be sent out: balance (in the token's smallest unit), decimals, USD value where one can be found, and whether the token is allowlisted or merely discovered on LiFi's Base list. Covers the main account, vaults and joint accounts. Pass the ret
initiate_crypto_sendSend crypto out of a Safe — the main account, a vault or a joint account — to a Moneda contact or a raw Base address, for any token the account holds. Not for selling a token (use initiate_crypto_trade), buying one (initiate_token_buy) or sending money (initiate_payment). Amounts
list_sub_accountsList the user's sub-accounts (vaults / nested Safes). Excludes CLOSED vaults by default; pass includeClosed: true to see archived ones too. Returns id, name, status, type, and the on-chain child Safe address.
get_sub_accountGet one sub-account by id with full detail — name, status, type, members, parent + child Safe addresses, deployment index, close timestamp.
get_sub_account_balanceRead on-chain balances for a sub-account's child Safe. Pass currency (USDC / EURC / CHFAU / CADD / MXNB) to filter to a single token; omit to get every enabled token. Balances are returned as raw bigint strings — 6 decimals for USDC/EURC/CHFAU/MXNB, 18 for CADD.
get_total_wealthAggregate wealth across the user's main account + every live vault. Returns per-leg breakdown (wallet + Morpho + YO for main; wallet-only for vaults) plus per-currency totals (USDC, EURC, CHFAU, CADD, MXNB) and combined totalUsd/totalEur grand totals. USDC/EURC are cross-converte
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 10일 점검
레지스트리 이름이 도메인 moneda.com 기준으로 확인되었어요(레지스트리가 도메인 소유를 확인해요)
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
아직 GitHub에서 이 저장소를 읽어 오지 않았어요
962ms 만에 응답(HTTP 200)
로그인 필요 없음
도구 설명 60개를 읽었고, AI에게 보내는 숨겨진 지시는 없었어요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
해당하는 기본 점검 3개 중 3개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
레지스트리에 필수 키가 나와 있지 않아요. 다만 처음 쓸 때 로그인을 요구하는 서버도 있어요.
제작자의 클라우드에서 실행돼요. 설치 없이 인터넷으로 연결하지만, 보내는 내용은 제작자의 서버를 거쳐요.
GitHub 저장소는 마지막으로 – 변경됐고, 최신 버전(0.3.0)은 13일 전 레지스트리에 올라왔어요.
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되기 때문에, 원격 MCP 서버를 지원하는 앱(예: 개발자 모드의 ChatGPT)에서도 쓸 수 있어요.
같은 카테고리에는: Finance Toolkit, SolidInvoice, Korea Tax Calculator
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 97 tools with statutory citations.
저장소에서 README를 찾지 못했어요