generated: '2026-07-19' method: searched status: published source: https://era.app/help/mcp-server-era-context server_card: https://era.app/.well-known/mcp/server-card.json server: name: Era Context version: 1.0.0 description: AI-native personal finance management. Connect bank accounts, analyze spending, forecast cash flow, automate transactions, and manage your money through natural conversation via MCP. homepage: https://era.app transport: streamable-http url: https://context.era.app mcp_endpoint: https://context.era.app/mcp protocol_version: '2024-11-05' capabilities: tools: true resources: true prompts: false auth: type: oauth2 spec: OAuth 2.1 (PKCE S256, Dynamic Client Registration) authorization_url: https://forge.era.app/oauth/authorize token_url: https://forge.era.app/oauth/token registration_url: https://forge.era.app/oauth/register protected_resource: https://context.era.app/mcp scopes_doc: well-known/era-context-oauth-protected-resource.json # 65 production-registered tools; up to 63 available to ordinary assistants depending # on plan, OAuth scopes, connected accounts, and MCP client support (catalog 2026-07-13). tool_count: 65 safety_model: read_only: cannot modify data write_capable: allow data modification destructive: require explicit user confirmation extra_consent: mandate a separate authorization flow (e.g. billing writes) plan_gated: unavailable on lower plan tiers hard_boundaries: - agents receive no bank credentials - transfers between a user's own accounts require explicit approval per action - agents cannot pay bills, place trades, or file taxes tools: knowledge: - name: knowledge__confirm_or_reject_inference description: Validate or dismiss inferred financial facts - name: knowledge__defer_question description: Postpone answering pending financial questions - name: knowledge__forget description: Remove stored financial facts (destructive) - name: knowledge__get_financial_context_and_overview description: Retrieve financial summary and context - name: knowledge__get_pending_questions description: List unanswered financial questions - name: knowledge__recall_history description: View history of stored financial facts - name: knowledge__remember description: Store new financial facts - name: knowledge__reset_pack_questions description: Clear pending questions (destructive) - name: knowledge__show_question_ui description: Display question form interface accounts: - name: accounts__check_account_balance description: View current account balance - name: accounts__list_financial_accounts description: Retrieve all connected accounts - name: accounts__manage_account description: Modify account settings (destructive capable) - name: accounts__manage_account_groups description: Organize accounts into groups (plan-gated) - name: accounts__set_account_visibility description: Control account inclusion in analysis - name: accounts__toggle_balance_backfill description: Enable/disable historical balance data connections: - name: connections__connect_bank_account description: Initiate bank-linking flow - name: connections__disconnect_institution description: Remove bank connection (destructive) - name: connections__trigger_connection_resync description: Force account data refresh transactions: - name: transactions__import_csv_transactions description: Bulk upload transaction data - name: transactions__list_recurring_charges description: Identify subscription patterns - name: transactions__list_spending_categories description: Display category taxonomy - name: transactions__list_transactions description: Retrieve transaction records - name: transactions__manage_automation_rules description: Create/modify auto-tagging rules - name: transactions__manage_categories description: Customize spending categories - name: transactions__manage_manual_transaction description: Batch edit transactions (destructive) - name: transactions__manage_transaction_tags description: Apply/remove transaction labels - name: transactions__manage_transfer_links description: Link inter-account transfers - name: transactions__search_transactions description: Query transactions by criteria - name: transactions__update_transactions description: Modify selected transaction fields insights: - name: insights__analyze_spending description: Categorize and summarize expenses - name: insights__compare_spending_periods description: Show period-to-period changes - name: insights__forecast_spending description: Project future spending patterns - name: insights__get_cash_flow description: Calculate net money movement - name: insights__get_daily_category_spending description: Daily category breakdowns - name: insights__get_daily_financial_summary description: Daily account overview billing: - name: billing__cancel_subscription description: Terminate Era subscription (extra consent) - name: billing__confirm_subscription_change description: Approve plan modification (extra consent, plan-gated) - name: billing__get_current_plan description: Display active plan details - name: billing__list_plans description: Show available plan options - name: billing__manage description: Access billing portal (extra consent, plan-gated) - name: billing__preview_subscription_change description: Show cost impact before change (plan-gated) - name: billing__uncancel_subscription description: Reactivate cancelled subscription (extra consent) - name: billing__upgrade description: Change to higher plan tier (extra consent) referral: - name: referral__get_dashboard_sso description: Access referral analytics dashboard - name: referral__get_referral_link description: Retrieve shareable referral URL - name: referral__get_referral_stats description: Display referral program metrics - name: referral__join_referral_program description: Enroll in referral tracking - name: referral__switch_referral_campaign description: Change active referral campaign help: - name: help__get_help description: Retrieve platform guidance and FAQs