Organizze

You can connect your MCP clients to Organizze to manage accounts, transactions, cards, categories, and goals through automated tools. This MCP server exposes Organizze’s API as programmable endpoints, letting you create transactions, query balances, and handle financial planning tasks from your preferred MCP client.

How to use

You will interact with this MCP server through an MCP client by configuring one or more server entries. Each entry points to a runtime that communicates with Organizze using your credentials. You can run the server locally or via container, and then point your MCP client to the appropriate command or URL to begin sending requests for accounts, transactions, cards, and goals.

How to install

Prerequisites you need before starting: a valid Organizze email and an API key.

Option 1: Via UVX (Recommended) You can run directly without installing anything other than UVX already on your system.

# Run in STDIO mode (default for Claude Desktop)
ORGANIZZE_EMAIL=your@email.com ORGANIZZE_API_KEY=your_key uvx mcp-organizze

To enable integration with Claude Desktop, add the following to your configuration file under mcpServers.

{
  "mcpServers": {
    "organizze": {
      "command": "uvx",
      "args": ["mcp-organizze"],
      "env": {
        "ORGANIZZE_EMAIL": "your_email",
        "ORGANIZZE_API_KEY": "your_key"
      }
    }
  }
}

Option 2: Via Docker

The Docker image runs by default in Streamable HTTP (SSE) mode on port 8000, which is suitable for remote use or server deployments.

Run with SSE (Port 8000) to expose an HTTP endpoint for MCP clients.

docker run -p 8000:8000 \
  -e ORGANIZZE_EMAIL=your_email \
  -e ORGANIZZE_API_KEY=your_key \
  mcp-organizze

If you prefer interactive STDIO transport, run the container with STDIO transport enabled.

docker run -i \
  -e ORGANIZZE_EMAIL=your_email \
  -e ORGANIZZE_API_KEY=your_key \
  mcp-organizze --transport stdio

Option 3: Local installation (Pip/UV)

Clone the repository and install the package locally, then start the server.

uv pip install .
# or
pip install .

Run the server using the Python module.

python -m mcp_organizze

Available tools

list_accounts

List bank accounts and their details.

create_transaction

Create a new expense or income transaction.

list_transactions

List all account transactions.

list_credit_cards

List credit cards and their invoices.

detail_credit_card

Fetch detailed information about a credit card.

manage_categories

Create and manage categories for transactions.

manage_goals

Create and track financial goals and targets.