Yomio
by yomio.app · remote · local (npm) · no sign-in to list tools · v1.0.0 · published by app.yomio
Read Yomio expense, income, account, budget, and spending data in an MCP-compatible AI client.
15 tools: 15 only read.
Scanned Oct 21, 2026
- Deletes or cancels0Claude Code: deny
- Can't be undone0Claude Code: ask
- Changes things0Claude Code: ask
- Only reads15Claude Code: allow: see these tools
No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.
claude mcp add --transport http yomio https://mcp.yomio.app/mcpTools
Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.
15 tools
Only reads 15Claude Code: allow
compare_periodsCompare spending between two time periods.No findings
Why it is in this group
- The name "compare_periods" says "compare": a word for reading.
Description, as the server wrote it Compare spending between two time periods.
Annotations the server declares
- readOnlyHint: true
get_accountsGet all payment accounts (cash, cards, bank accounts) with balances.No findings
Why it is in this group
- The name "get_accounts" says "get": a word for reading.
Description, as the server wrote it Get all payment accounts (cash, cards, bank accounts) with balances.
Annotations the server declares
- readOnlyHint: true
get_balance_overviewGet income vs expenses balance overview.No findings
Why it is in this group
- The name "get_balance_overview" says "get": a word for reading.
Description, as the server wrote it Get income vs expenses balance overview.
Annotations the server declares
- readOnlyHint: true
get_budget_statusGet budget status and spending vs budget for a specific month.No findings
Why it is in this group
- The name "get_budget_status" says "get": a word for reading.
Description, as the server wrote it Get budget status and spending vs budget for a specific month.
Annotations the server declares
- readOnlyHint: true
get_categoriesGet all available expense categories — both system defaults and user-created custom categories.No findings
Why it is in this group
- The name "get_categories" says "get": a word for reading.
Description, as the server wrote it Get all available expense categories — both system defaults and user-created custom categories. Returns code, name, description, color, and icon. Call this before reclassify_item if you do not already know a valid category code.
Annotations the server declares
- readOnlyHint: true
get_expense_detailGet full details of a single expense by ID, including all line items with prices, quantities, and categories.No findings
Why it is in this group
- The name "get_expense_detail" says "get": a word for reading.
Description, as the server wrote it Get full details of a single expense by ID, including all line items with prices, quantities, and categories.
Annotations the server declares
- readOnlyHint: true
get_expensesList expenses with optional date, merchant, category, account, and text filters.No findings
Why it is in this group
- The name "get_expenses" says "get": a word for reading.
Description, as the server wrote it List expenses with optional date, merchant, category, account, and text filters.
Annotations the server declares
- readOnlyHint: true
get_income_listList individual income entries with optional date filtering.No findings
Why it is in this group
- The name "get_income_list" says "get": a word for reading.
Description, as the server wrote it List individual income entries with optional date filtering. Returns source, amount, date, and account per entry.
Annotations the server declares
- readOnlyHint: true
get_income_summaryGet income summary for a date range.No findings
Why it is in this group
- The name "get_income_summary" says "get": a word for reading.
Description, as the server wrote it Get income summary for a date range. Returns total income amount and count of income entries.
Annotations the server declares
- readOnlyHint: true
get_recurring_paymentsGet recurring payments (subscriptions, bills, upcoming charges).No findings
Why it is in this group
- The name "get_recurring_payments" says "get": a word for reading.
Description, as the server wrote it Get recurring payments (subscriptions, bills, upcoming charges).
Annotations the server declares
- readOnlyHint: true
get_spending_summaryGet an aggregate spending total across a date range, grouped by category or merchant.No findings
Why it is in this group
- The name "get_spending_summary" says "get": a word for reading.
Description, as the server wrote it Get an aggregate spending total across a date range, grouped by category or merchant. For describing or summarizing a single expense the user already has open, use the expense data already provided instead — this tool is for totals across multiple transactions, not a narrative description of one.
Annotations the server declares
- readOnlyHint: true
get_spending_trendsGet spending trends over time (daily, weekly, or monthly).No findings
Why it is in this group
- The name "get_spending_trends" says "get": a word for reading.
Description, as the server wrote it Get spending trends over time (daily, weekly, or monthly).
Annotations the server declares
- readOnlyHint: true
get_top_merchantsGet top merchants ranked by total spending.No findings
Why it is in this group
- The name "get_top_merchants" says "get": a word for reading.
Description, as the server wrote it Get top merchants ranked by total spending.
Annotations the server declares
- readOnlyHint: true
get_top_productsGet the top 5 most-purchased products/items ranked by total cost, with similar product names merged (e.g.No findings
Why it is in this group
- The name "get_top_products" says "get": a word for reading.
Description, as the server wrote it Get the top 5 most-purchased products/items ranked by total cost, with similar product names merged (e.g. "MANGO" and "MANGO FRESH" count as one). Use this — not search_expenses — when the user wants to know what they buy most, or for suggesting a recipe from frequently-bought ingredients.
Annotations the server declares
- readOnlyHint: true
search_expensesSearch for expenses by keyword (merchant or item name).No findings
Why it is in this group
- The name "search_expenses" says "search": a word for reading.
Description, as the server wrote it Search for expenses by keyword (merchant or item name). Returns the actual purchased item names for each matching expense — use this to find out what products/groceries the user bought.
Annotations the server declares
- readOnlyHint: true
This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.
Install
Pinned to version 1.0.0. Values in angle brackets are yours to fill in.
claude mcp add --transport http yomio https://mcp.yomio.app/mcpRun in a terminal.
Claude Code permissions
Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.
{
"permissions": {
"allow": [
"mcp__yomio__get_spending_summary",
"mcp__yomio__compare_periods",
"mcp__yomio__search_expenses",
"mcp__yomio__get_top_merchants",
"mcp__yomio__get_spending_trends",
"mcp__yomio__get_income_summary",
"mcp__yomio__get_income_list",
"mcp__yomio__get_balance_overview",
"mcp__yomio__get_recurring_payments",
"mcp__yomio__get_accounts",
"mcp__yomio__get_budget_status",
"mcp__yomio__get_categories",
"mcp__yomio__get_expense_detail",
"mcp__yomio__get_top_products",
"mcp__yomio__get_expenses"
],
"ask": [],
"deny": []
}
}Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as yomio. Review it before you use it.