Personal finances in chat
Bilanz is a personal finance app. Connect it so your AI can help you understand and manage your money: account balances, budgets, spending by category, and transactions. More
MCP connector Server URL https://mcp.bilanzapp.com/mcpCopy Login OAuth Tools Reads data27 get_ accountget_ accountsget_ balanceget_ balance_ accountsget_ balance_ historyget_ balance_ history_ by_ accountsget_ budgetget_ budget_ groupedget_ cashflow_ historyget_ cashflow_ summaryget_ categoriesget_ categories_ summaryget_ categoryget_ category_ concepts_ summaryget_ conceptget_ conceptsget_ period_ comparisonget_ recent_ transactionsget_ tagget_ tagsget_ transactionget_ user_ profilelist_ archived_ budgetslist_ budget_ excluded_ transactionslist_ budget_ transactionslist_ budgetssearch_ transactions
Changes data8 archive_ budgetcreate_ accountcreate_ budgetcreate_ categorycreate_ conceptcreate_ tagcreate_ transactioncreate_ transfer
Deletes or can't be undone13 migrate_ category_ transactionspatch_ user_ profilereplace_ transaction_ with_ transferreplace_ transfer_ with_ transactionupdate_ accountupdate_ account_ initial_ balanceupdate_ budgetupdate_ categoryupdate_ conceptupdate_ tagupdate_ transactionupdate_ transferupdate_ user_ profile
Skills 2 in the ChatGPT listing
Get started Connect Bilanz and run a first successful query about balances, budgets, or transactions. Usage boundaries Bilanz do and do-not rules for ChatGPT.