Financial ledger: accounts, journal entries, multi-source ingest (banks/onchain), staging, reconciliation, and routing rules.
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| Endpoint | https://financing.mcp.devfellowship.com/mcp |
| Tools | 24 |
| Backing data | financial schema (accounts, journal entries, staging, routing rules/memory). |
Accounts
| Tool | Description |
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create_account | Create a financial.ledger_accounts row (a chart-of-accounts entry). Pass parent_id to |
list_accounts | List financial.ledger_accounts (the chart of accounts) for a tenant. |
Journal entries
| Tool | Description |
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classify | Re-run the classifier on a specific reconciliation_staging row. A routing-match step runs |
create_journal_entry | Create a DRAFT financial.journal_entries row plus its double-entry lines. Each line is |
create_journal_entry_template | Create a financial.journal_entry_templates row — an alias of {debit_ledger_account_id, |
get_journal_entry | Fetch a single financial.journal_entries row plus its journal_entry_lines (the |
list_journal_entries | List financial.journal_entries (headers only) for a tenant, newest first. |
post_journal_entry | Confirm a DRAFT financial.journal_entries row → status=posted (sets posted_at). This is |
reconcile_match | Link the legs of ONE money-movement across on-chain → Binance → bank into a |
Ingest (banks & onchain)
| Tool | Description |
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ingest_bb | Ingest a Banco do Brasil PJ (BBPJ) checking-account statement (CSV export) into |
ingest_binance | Ingest a Binance |
ingest_nubank | Ingest a Nubank PF or PJ statement (CSV format) into financial.reconciliation_staging. |
ingest_onchain | Ingest an on-chain transaction history CSV (Etherscan / BSCScan / Snowtrace / Arbiscan) |
ingest_uuv | Ingest a UUV / Binance |
ingest_woovi | Ingest a Woovi Pix-account CSV export (Revera/DFL-PJ payment account) into |
insert_bank_balance_snapshot | Manually persist ONE bank or brokerage balance into financial.bank_balance_snapshots |
Staging
| Tool | Description |
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list_staging | List financial.reconciliation_staging rows for a tenant. Useful when the LLM needs to |
post_from_staging | Promote an APPROVED financial.reconciliation_staging row into the canonical double-entry |
validate_staging_row | Record a HUMAN classification decision on a reconciliation_staging row and LEARN from it. |
Routing rules & memory
| Tool | Description |
|---|
create_routing_memory | Record a learned (validated) classification decision in financial.routing_memory — the |
create_routing_rule | Create a financial.routing_rules entry — a declarative human classification rule |
list_routing_memory | List financial.routing_memory rows — the learned/validated classification decisions |
list_routing_rules | List financial.routing_rules for a tenant — the declarative human classification rules |
update_routing_rule | Patch an existing financial.routing_rules entry by id — change priority, toggle active, |
