Tools in this category
| Tool | Mutating | Description |
|---|---|---|
list_subscriptions |
no | Return subscriptions with optional active/billing/tags filters. Prefer list_due_subscriptions for what is coming due. Default page size 20, max 50. |
list_due_subscriptions |
no | List active subscriptions due within an optional lookahead window. Set includeOverdue=true to also surface anything whose billingDate has already passed. Sorted by billingDate ascending. |
get_subscription |
no | Fetch a single subscription by ID, including its billing cadence, currency, tags, and active flag. |
create_subscription |
yes | Create a recurring income or expense. The renewal cron picks it up automatically once active. Logged in the MCP audit trail. |
update_subscription |
yes | Update a subscription. Only supplied fields change. To pause/unpause, prefer pause_subscription / unpause_subscription over passing active here. |
delete_subscription |
yes | Delete a subscription. Historical generated transactions are not removed; future renewals stop immediately. |
pause_subscription |
yes | Pause a subscription by setting its active flag to false. Paused subscriptions are skipped by the renewal job. |
unpause_subscription |
yes | Unpause a subscription by setting its active flag to true. Pausing does not advance billingDate, so the next cron run backfills every period missed while paused as its own transaction — check billingDate first if the pause was long. |
bulk_create_subscriptions |
yes | Create many subscriptions in one transaction (all-or-nothing). Each item mirrors create_subscription input. Logged in the MCP audit trail. |
bulk_update_subscriptions |
yes | Apply per-id partial updates to many subscriptions in one call (e.g. retag, repricing). |
bulk_delete_subscriptions |
yes | Delete many subscriptions at once by ID. Historical generated transactions are kept; future renewals stop immediately. |
list_subscriptions
Mutating: no
Return subscriptions with optional active/billing/tags filters. Prefer list_due_subscriptions for what is coming due. Default page size 20, max 50.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
page |
number | no | Page number (default: 1) |
limit |
number | no | Items per page (default: 20, max: 50) |
active |
boolean | no | Filter by active flag |
search |
string | no | Search in name and tag names |
billingPeriods |
string | no | Comma-separated billing period values |
tags |
string | no | Comma-separated tag names (matches any) |
sortBy |
string (name | cost | taxRate | type | billingPeriod | billingDate | active | createdAt | updatedAt) |
no | Field to sort by. |
sortOrder |
string (asc | desc) |
no | Sort direction; applies only when sortBy is set (defaults to asc). With no sortBy, results default to active subscriptions first, then billingDate ascending. |
list_due_subscriptions
Mutating: no
List active subscriptions due within an optional lookahead window. Set includeOverdue=true to also surface anything whose billingDate has already passed. Sorted by billingDate ascending.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
withinDays |
number | no | Lookahead window in days (default 0 — only today). Subscriptions with billingDate within this window are returned. |
includeOverdue |
boolean | no | If true, also include past-due subscriptions |
get_subscription
Mutating: no
Fetch a single subscription by ID, including its billing cadence, currency, tags, and active flag.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Subscription ID |
create_subscription
Mutating: yes
Create a recurring income or expense. The renewal cron picks it up automatically once active. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
name |
string | yes | Display name for the subscription. |
cost |
number | yes | Positive cost |
type |
string (income | expense) |
no | Income or expense; the renewal posts a transaction of this type. Defaults to expense. |
billingPeriod |
string (monthly | yearly | quarterly | weekly) |
yes | Cadence between billings. |
billingsPerPeriod |
number | no | Number of renewals per period |
billingDate |
string | yes | ISO 8601 next billing date |
currency |
string | no | ISO 4217 currency code (default USD) |
taxRate |
number | no | Optional tax rate as a percentage from 0 to 100 (e.g. 21 for 21% VAT). The cost INCLUDES this tax, so renewals post an expense split into net and tax rather than a gross one. Omit for no split; 0 records an explicit "no tax". |
notes |
string | no | Optional free-form notes. |
active |
boolean | no | Defaults to true |
tags |
array | no | Tag names to attach; new tags are created on the fly. |
update_subscription
Mutating: yes
Update a subscription. Only supplied fields change. To pause/unpause, prefer pause_subscription / unpause_subscription over passing active here.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Subscription ID. |
name |
string | no | Display name. |
cost |
number | no | Positive cost. |
type |
string (income | expense) |
no | Income or expense; the renewal posts a transaction of this type. |
billingPeriod |
string (monthly | yearly | quarterly | weekly) |
no | Cadence between billings. |
billingsPerPeriod |
number | no | Renewals per period. |
billingDate |
string | no | ISO 8601 next billing date. |
currency |
string | no | ISO 4217 currency code. |
taxRate |
number | no | Tax rate as a percentage from 0 to 100 (e.g. 21 for 21% VAT). The cost INCLUDES this tax, so renewals post a split expense. Null clears it and returns the subscription to posting un-split renewals. |
notes |
string | no | Free-form notes. |
active |
boolean | no | Whether the renewal cron processes it; prefer pause/unpause tools. |
tags |
array | no | Full tag set; replaces existing tags. |
delete_subscription
Mutating: yes
Delete a subscription. Historical generated transactions are not removed; future renewals stop immediately.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Subscription ID. |
pause_subscription
Mutating: yes
Pause a subscription by setting its active flag to false. Paused subscriptions are skipped by the renewal job.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Subscription ID. |
unpause_subscription
Mutating: yes
Unpause a subscription by setting its active flag to true. Pausing does not advance billingDate, so the next cron run backfills every period missed while paused as its own transaction — check billingDate first if the pause was long.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
id |
string | yes | Subscription ID. |
bulk_create_subscriptions
Mutating: yes
Create many subscriptions in one transaction (all-or-nothing). Each item mirrors create_subscription input. Logged in the MCP audit trail.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
items |
array | yes | Subscriptions to create. |
Items of items:
name(string)cost(number) — Positive cost.type(string) — income or expense (default expense).billingPeriod(string) — Cadence between billings.billingsPerPeriod(number) — Number of renewals per period.billingDate(string) — ISO 8601 next billing date.currency(string)taxRate(number) — Optional tax rate percentage (0-100). The cost includes this tax; renewals then post a split expense.notes(string)active(boolean) — Whether the renewal cron processes it; defaults to true.tags(array)
bulk_update_subscriptions
Mutating: yes
Apply per-id partial updates to many subscriptions in one call (e.g. retag, repricing).
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
updates |
array | yes | Per-id patches. |
Items of updates:
id(string) — Subscription ID to update.data(object) — Partial fields — same shape as update_subscription input (minus id).
bulk_delete_subscriptions
Mutating: yes
Delete many subscriptions at once by ID. Historical generated transactions are kept; future renewals stop immediately.
Parameters
| Name | Type | Required | Description |
|---|---|---|---|
ids |
array | yes | Subscription IDs to delete. |