get_financial_summary_data — Moneda MCP Tool Read-only
get_financial_summary_data
(get financial summary data) is one of 138 tools on the
Moneda
MCP server. Connect the server and your client discovers it on the handshake.
by client
How to call get_financial_summary_data from your client
- Claude Code Moneda get_financial_summary_data run in your project directory
- Claude Desktop Moneda get_financial_summary_data ~/Library/Application Support/Claude/claude_desktop_config.json
- Cursor Moneda get_financial_summary_data ~/.cursor/mcp.json
- VS Code Moneda get_financial_summary_data .vscode/mcp.json
- Zed Moneda get_financial_summary_data ~/.config/zed/settings.json
- Windsurf Moneda get_financial_summary_data ~/.codeium/windsurf/mcp_config.json
- Cline Moneda get_financial_summary_data ~/Library/Application Support/Code/User/globalStorage/saoudrizwan.claude-dev/settings/cline_mcp_settings.json
- Gemini CLI Moneda get_financial_summary_data ~/.gemini/settings.json
- Grok Moneda get_financial_summary_data .mcp.json (in your project root)
- ChatGPT Moneda get_financial_summary_data Settings → Connectors → Advanced → Developer mode
- Claude.ai Moneda get_financial_summary_data Settings → Connectors → Add custom connector
- LangChain Moneda get_financial_summary_data pip install langchain-mcp-adapters
Fastest route
claude mcp add --transport http mcp https://mcp.moneda.com/api/mcpOther tools on this server
- health
- search_knowledge
- list_faq_categories
- get_faq_category
- get_faq_item
- get_balance
- get_wallet
- get_transactions
- get_spending_by_type_group
- get_exchange_rate
- get_lifetime_savings
- list_bills
- get_bill
- get_apy_rates
- get_earnings_time_series
- update_display_name
- set_passkey_label
- set_help_improve_moneda
- update_settings
- get_points_balance
- get_points_activity
- get_referral_code
- get_referees
- get_virtual_accounts
- get_virtual_account_limits
- get_information_requests
- get_settlement_estimate
- get_contacts
- get_settings
- get_recovery_contacts
- get_passkeys
- get_my_accounts
- update_transaction_category
- add_transaction_note
- batch_update_transaction_categories
- batch_add_transaction_notes
- add_wallet
- add_bank
- add_contact_external
- add_contact_moneda
- search_users
- list_banks_for_country
- list_supported_destinations
- get_payment_quote
- initiate_payment
- initiate_currency_exchange
- propose_scheduled_payment
- initiate_crypto_trade
- initiate_token_buy
- initiate_earnings_move
- get_payment_status
- pay_x402
- list_sendable_crypto
- initiate_crypto_send
- list_sub_accounts
- get_sub_account
- get_sub_account_balance
- get_total_wealth
- list_sub_account_proposals
- get_sub_account_proposal
- propose_sub_account_top_up
- propose_sub_account_withdraw
- propose_sub_account_swap
- propose_sub_account_freeze
- propose_sub_account_multisig_proposal
- get_current_subscription
- list_subscription_charges
- get_subscription_invoice
- list_notifications
- get_unread_notification_count
- get_moneda_message
- get_moneda_message_attachment_url
- list_message_replies
- request_message_reply_upload
- reply_to_moneda_message
- undo_message_reply
- list_receipts
- get_receipt
- get_receipt_line_items
- search_receipt_line_items
- list_bewirtungsbelege
- list_eigenbelege
- request_receipt_upload
- finalize_receipt_upload
- import_receipt_from_url
- reparse_receipt
- delete_receipt
- mark_receipt_partial_payment
- update_receipt_amounts
- attach_receipt
- detach_receipt
- confirm_receipt_suggestion
- reject_receipt_suggestion
- list_recovery_emails
- get_recovery_email
- get_recovery_config
- get_recovery_status
- get_daily_spending
- get_spending_by_category
- get_spending_by_contact
- get_spending_by_merchant
- get_spending_comparison
- get_spending_transactions
- create_agent_session
- agent_execute_payment
- get_agent_session
- list_agent_sessions
- revoke_agent_session
- list_active_sessions
- terminate_session
- terminate_all_other_sessions
- disconnect_connected_service
- list_api_keys
- create_api_key
- revoke_api_key
- purchase_usage_credits
- set_ai_usage_limit
- get_points_redemption_config
- redeem_points
- get_dinari_capabilities
- get_dinari_us_requirements
- get_market_status
- get_upcoming_ipos
- get_free_trade_allowance
- list_conditional_orders
- get_conditional_order
- cancel_conditional_order
- get_account_overview_data
- get_balance_check_data
- get_points_rewards_data
- get_earnings_overview_data
- get_security_checkup_data
- get_my_accounts_data
- get_payment_readiness_data
- get_spending_analysis_data
- generate_statement
- get_statement_status
This list was read from the server itself, by connecting to it and calling tools/list on 27 October 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.