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Read Yomio expense, income, account, budget, and spending data in an MCP-compatible AI client.

Finance & Payments

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compare_periods Read-only

Compare spending between two time periods.

period1EndDatestring, required

End of first period YYYY-MM-DD

period2EndDatestring, required

End of second period YYYY-MM-DD

period1StartDatestring, required

Start of first period YYYY-MM-DD

period2StartDatestring, required

Start of second period YYYY-MM-DD

Yomio MCP server | mcptry

Tools (15)

compare_periods

Compare spending between two time periods.

read-only

Argument	Type	Description
period1EndDate*	string	End of first period YYYY-MM-DD
period2EndDate*	string	End of second period YYYY-MM-DD
period1StartDate*	string	Start of first period YYYY-MM-DD
period2StartDate*	string	Start of second period YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "period1StartDate",
    "period1EndDate",
    "period2StartDate",
    "period2EndDate"
  ],
  "properties": {
    "period1EndDate": {
      "type": "string",
      "description": "End of first period YYYY-MM-DD"
    },
    "period2EndDate": {
      "type": "string",
      "description": "End of second period YYYY-MM-DD"
    },
    "period1StartDate": {
      "type": "string",
      "description": "Start of first period YYYY-MM-DD"
    },
    "period2StartDate": {
      "type": "string",
      "description": "Start of second period YYYY-MM-DD"
    }
  }
}

get_accounts

Get all payment accounts (cash, cards, bank accounts) with balances.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_balance_overview

Get income vs expenses balance overview.

read-only

Argument	Type	Description
endDate*	string	End date YYYY-MM-DD
startDate*	string	Start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "End date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Start date YYYY-MM-DD"
    }
  }
}

get_budget_status

Get budget status and spending vs budget for a specific month.

read-only

Argument	Type	Description
year*	number	Year (e.g. 2025)
month*	number	Month number (1-12)
budget*	number	Monthly budget amount in user currency

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "month",
    "year",
    "budget"
  ],
  "properties": {
    "year": {
      "type": "number",
      "description": "Year (e.g. 2025)"
    },
    "month": {
      "type": "number",
      "description": "Month number (1-12)"
    },
    "budget": {
      "type": "number",
      "description": "Monthly budget amount in user currency"
    }
  }
}

get_categories

Get all available expense categories — both system defaults and user-created custom categories. Returns code, name, description, color, and icon. Call this before reclassify_item if you do not already know a valid category code.

read-only

No arguments.

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {}
}

get_expense_detail

Get full details of a single expense by ID, including all line items with prices, quantities, and categories.

read-only

Argument	Type	Description
expenseId*	string	The expense ID

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "expenseId"
  ],
  "properties": {
    "expenseId": {
      "type": "string",
      "description": "The expense ID"
    }
  }
}

get_expenses

List expenses with optional date, merchant, category, account, and text filters.

read-only

Argument	Type	Description
limit	integer
offset	integer
search	string	Search by merchant or item name
endDate	string	End date (YYYY-MM-DD)
accountId	string	Account ID
merchants	array	Merchant names
startDate	string	Start date (YYYY-MM-DD)
categories	array	Category codes
transactionType	string

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "integer",
      "default": 20,
      "maximum": 50,
      "minimum": 1
    },
    "offset": {
      "type": "integer",
      "default": 0,
      "maximum": 9007199254740991,
      "minimum": 0
    },
    "search": {
      "type": "string",
      "description": "Search by merchant or item name"
    },
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "accountId": {
      "type": "string",
      "description": "Account ID"
    },
    "merchants": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Merchant names"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "categories": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Category codes"
    },
    "transactionType": {
      "enum": [
        "EXPENSE",
        "INCOME"
      ],
      "type": "string"
    }
  }
}

get_income_list

List individual income entries with optional date filtering. Returns source, amount, date, and account per entry.

read-only

Argument	Type	Description
limit	number	Max results (default 20)
endDate	string	Optional end date YYYY-MM-DD
startDate	string	Optional start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Max results (default 20)"
    },
    "endDate": {
      "type": "string",
      "description": "Optional end date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Optional start date YYYY-MM-DD"
    }
  }
}

get_income_summary

Get income summary for a date range. Returns total income amount and count of income entries.

read-only

Argument	Type	Description
endDate*	string	End date YYYY-MM-DD
startDate*	string	Start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "End date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Start date YYYY-MM-DD"
    }
  }
}

get_recurring_payments

Get recurring payments (subscriptions, bills, upcoming charges).

read-only

Argument	Type	Description
status	string	Filter by status (omit for all statuses)

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "status": {
      "enum": [
        "ACTIVE",
        "PAUSED",
        "COMPLETED",
        "CANCELLED"
      ],
      "type": "string",
      "description": "Filter by status (omit for all statuses)"
    }
  }
}

get_spending_summary

Get an aggregate spending total across a date range, grouped by category or merchant. For describing or summarizing a single expense the user already has open, use the expense data already provided instead — this tool is for totals across multiple transactions, not a narrative description of one.

read-only

Argument	Type	Description
endDate*	string	End date YYYY-MM-DD
groupBy*	string	How to group spending
startDate*	string	Start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "startDate",
    "endDate",
    "groupBy"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "End date YYYY-MM-DD"
    },
    "groupBy": {
      "enum": [
        "category",
        "merchant"
      ],
      "type": "string",
      "description": "How to group spending"
    },
    "startDate": {
      "type": "string",
      "description": "Start date YYYY-MM-DD"
    }
  }
}

get_spending_trends

Get spending trends over time (daily, weekly, or monthly).

read-only

Argument	Type	Description
period*	string	Granularity
endDate*	string	End date YYYY-MM-DD
startDate*	string	Start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "startDate",
    "endDate",
    "period"
  ],
  "properties": {
    "period": {
      "enum": [
        "day",
        "week",
        "month"
      ],
      "type": "string",
      "description": "Granularity"
    },
    "endDate": {
      "type": "string",
      "description": "End date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Start date YYYY-MM-DD"
    }
  }
}

get_top_merchants

Get top merchants ranked by total spending.

read-only

Argument	Type	Description
limit	number	Max merchants to return (default 10)
endDate*	string	End date YYYY-MM-DD
startDate*	string	Start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "description": "Max merchants to return (default 10)"
    },
    "endDate": {
      "type": "string",
      "description": "End date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Start date YYYY-MM-DD"
    }
  }
}

get_top_products

Get the top 5 most-purchased products/items ranked by total cost, with similar product names merged (e.g. "MANGO" and "MANGO FRESH" count as one). Use this — not search_expenses — when the user wants to know what they buy most, or for suggesting a recipe from frequently-bought ingredients.

read-only

Argument	Type	Description
endDate	string	Optional end date YYYY-MM-DD
startDate	string	Optional start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "properties": {
    "endDate": {
      "type": "string",
      "description": "Optional end date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Optional start date YYYY-MM-DD"
    }
  }
}

search_expenses

Search for expenses by keyword (merchant or item name). Returns the actual purchased item names for each matching expense — use this to find out what products/groceries the user bought.

read-only

Argument	Type	Description
limit	number	Max results (default 20)
query*	string	Search keyword
endDate	string	Optional end date YYYY-MM-DD
startDate	string	Optional start date YYYY-MM-DD

Input schema (JSON)

{
  "type": "object",
  "$schema": "http://json-schema.org/draft-07/schema#",
  "required": [
    "query"
  ],
  "properties": {
    "limit": {
      "type": "number",
      "maximum": 50,
      "minimum": 1,
      "description": "Max results (default 20)"
    },
    "query": {
      "type": "string",
      "description": "Search keyword"
    },
    "endDate": {
      "type": "string",
      "description": "Optional end date YYYY-MM-DD"
    },
    "startDate": {
      "type": "string",
      "description": "Optional start date YYYY-MM-DD"
    }
  }
}