Organizze
Description
# Organizze MCP An MCP (Model Context Protocol) server that connects Claude to the [Organizze](https://www.organizze.com.br/) personal finance API. Ask Claude natural-language questions about your finances and it will fetch the right data automatically. ## Installation Add the…
About
# Organizze MCP An MCP (Model Context Protocol) server that connects Claude to the [Organizze](https://www.organizze.com.br/) personal finance API. Ask Claude natural-language questions about your finances and it will fetch the right data automatically. ## Installation Add the server to your Claude MCP configuration…
Details
- Author
- silviorodrigues
- GitHub stars
- 3
- Downloads
- 321
- Categories
- Other
Jump to
- List bank accounts and fetch by ID
- List transactions with date range and filters
- Create one-time expense or income transactions
- List transfers between bank accounts
- List credit cards and their invoices
- Get spending summary with budget comparison
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
OrganizzeCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Add the server to your Claude MCP configuration using the npx command with your Organizze username and API key. The API key is obtained from your Organizze account settings.
get-bank-accounts
List all bank accounts or fetch one by ID. Use this first to discover account IDs needed by other tools like get-transactions and get-transfers.
get-credit-cards
List all credit cards or fetch one by ID. Use this to discover credit card IDs needed by get-credit-cards-invoices and get-credit-cards-invoice-details.
get-credit-cards-invoices
List invoices for a credit card. Use get-credit-cards first to find the credit card ID. Defaults to the current year if no date range is provided.
get-credit-cards-invoice-details
Get full details of a credit card invoice including all line-item transactions and payment information. Use get-credit-cards-invoices first to find the invoice ID. Shows payment status (paid/partial/unpaid).
get-transactions
List transactions for a date range, optionally filtered by account or recurring status. Use this to analyze spending, find specific purchases, review subscriptions, or check recent activity. Defaults to the current month if no date range is provided. For best results, query one month at a time.
get-transaction
Get full details of a single transaction by ID, including recurring/installment info, tags, and notes. Use get-transactions first to find the transaction ID.
create-transaction
Write operation -- creates a real transaction in Organizze. Single one-time transactions only; recurring and installment transactions are not supported in this version. Use get-categories and get-bank-accounts first to find valid category and account IDs. Amount in cents: negative for expenses (e.g. -5000 = R$50.00 expense), positive for income (e.g. 5000 = R$50.00 income).
get-budgets
Get monthly or annual budget targets by category. Use this to check spending limits and compare against actual spending from get-transactions.
get-transfers
List transfers between bank accounts for a date range. Transfers are money moved between your own accounts and are NOT expenses or income. Use this to understand internal money movement. Defaults to the current month if no date range is provided.
get-transfer
Get full details of a single transfer by ID, including source and destination accounts. Use get-transfers first to find the transfer ID. Transfers are NOT expenses or income.
get-spending-summary
Get spending grouped by category with totals and percentages for a date range. Use this for monthly reviews, finding top expense categories, or checking budget progress. Excludes transfers between accounts. Optionally compare against budget targets.
get-categories
List all categories or fetch one by ID. Use this to discover category IDs and names needed to interpret transactions and budgets. Categories are split into expense, income, and other types.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"organizze": {
"organizze-mcp": {
"command": "npx",
"args": [
"-y",
"organizze-mcp",
"--organizze-username=YOUR_USERNAME",
"--organizze-api-key=YOUR_API_KEY"
]
}
}
}
}McpServers
{
"organizze-mcp": {
"command": "npx",
"args": [
"-y",
"organizze-mcp",
"--organizze-username=YOUR_USERNAME",
"--organizze-api-key=YOUR_API_KEY"
]
}
}Organizze MCP
An MCP (Model Context Protocol) server that connects Claude to the Organizze personal finance API. Ask Claude natural-language questions about your finances and it will fetch the right data automatically.
Installation
Add the server to your Claude MCP configuration:
{
"mcpServers": {
"organizze-mcp": {
"command": "npx",
"args": [
"-y",
"organizze-mcp",
"--organizze-username=YOUR_USERNAME",
"--organizze-api-key=YOUR_API_KEY"
]
}
}
}
- YOUR_USERNAME — the email you use to log in to Organizze
- YOUR_API_KEY — found in Organizze account settings
Available Tools
Accounts
| Tool | Description |
|------|-------------|
| get-bank-accounts | List all bank accounts or fetch one by ID |
Transactions
| Tool | Description |
|------|-------------|
| get-transactions | List transactions for a date range, optionally filtered by account or recurring status. Defaults to the current month |
| get-transaction | Get full details of a single transaction by ID |
| create-transaction | Create a one-time expense or income transaction |
Transfers
| Tool | Description |
|------|-------------|
| get-transfers | List transfers between bank accounts for a date range. Defaults to the current month |
| get-transfer | Get full details of a single transfer by ID |
Credit Cards
| Tool | Description |
|------|-------------|
| get-credit-cards | List all credit cards or fetch one by ID |
| get-credit-cards-invoices | List invoices for a credit card. Defaults to the current year |
| get-credit-cards-invoice-details | Get full invoice details including line-item transactions and payment status |
Budgets and Categories
| Tool | Description |
|------|-------------|
| get-budgets | Get monthly or annual budget targets by category |
| get-categories | List all categories or fetch one by ID |
| get-spending-summary | Get spending grouped by category with totals, percentages, and optional budget comparison |
Example Prompts
What did I spend last month?
Show me all transactions from my Nubank account in March.
How close am I to my grocery budget this month?
List my credit card invoices for 2025.
I spent R$45 on lunch today — add it to my Food category.
How much did I transfer between accounts this year?
Development
npm install
npm run build # compile TypeScript
npm test # run the test suite
npm run test:watch # watch mode
A CI workflow runs the build and tests automatically on every pull request.
License
MIT
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