app.yomio/yomio-mcp

Tools

• compare_periods

  Compare spending between two time periods.

  shallow
• get_accounts

  Get all payment accounts (cash, cards, bank accounts) with balances.

  shallow
• get_balance_overview

  Get income vs expenses balance overview.

  shallow
• get_budget_status

  Get budget status and spending vs budget for a specific month.

  shallow
• get_categories

  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.

  shallow
• get_expense_detail

  Get full details of a single expense by ID, including all line items with prices, quantities, and categories.

  shallow
• get_expenses

  List expenses with optional date, merchant, category, account, and text filters.

  shallow
• get_income_list

  List individual income entries with optional date filtering. Returns source, amount, date, and account per entry.

  shallow
• get_income_summary

  Get income summary for a date range. Returns total income amount and count of income entries.

  shallow
• get_recurring_payments

  Get recurring payments (subscriptions, bills, upcoming charges).

  shallow
• get_spending_summary

  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.

  shallow
• get_spending_trends

  Get spending trends over time (daily, weekly, or monthly).

  shallow
• get_top_merchants

  Get top merchants ranked by total spending.

  shallow
• get_top_products

  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.

  shallow
• search_expenses

  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.

  shallow

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