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Add missing MCP tools to available tools table #169

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Add missing MCP tools to available tools table #169

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3 changes: 3 additions & 0 deletions development/mcp.mdx
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Expand Up @@ -33,11 +33,13 @@ The current `Assistant.function_classes` registry exposes the following tools. T
| Tool | Description |
| --- | --- |
| `get_transactions` | Search transactions with optional filters and pagination; useful for finding transactions and calculating statistics for small groups of results |
| `get_recurring_transactions` | List detected and manual recurring transactions (subscriptions, bills, salaries) with expected amounts, next expected dates, and per-currency totals |
| `get_accounts` | List accounts with current and historical balances and account metadata |
| `get_holdings` | Search Investment and Crypto account holdings, including portfolio, performance, and cost-basis data; results are paginated |
| `get_balance_sheet` | Retrieve balance-sheet and net-worth data with historical information |
| `get_income_statement` | Retrieve income and expenses by category for a date range |
| `get_budget` | Compare a monthly budget with spending by category, with an optional prior-month trend comparison |
| `get_merchants` | List merchants with the IDs accepted by `update_transaction` and the exact names used by `get_transactions` filters; supports name search and pagination |
| `get_tags` | List family tags alphabetically |
| `get_categories` | List family categories hierarchically, including IDs and parent relationships |
| `search_family_files` | Search uploaded family documents and return relevant excerpts and source filenames |
Expand All @@ -53,6 +55,7 @@ The current `Assistant.function_classes` registry exposes the following tools. T
| `create_category` | Create a unique category, optionally as a subcategory |
| `update_category` | Update an existing category's name, color, or icon |
| `update_transaction` | Update an existing transaction's name, notes, category, merchant, or tags after finding it with `get_transactions` |
| `update_budget` | Update a monthly budget: set total budgeted spending, expected income, and per-category amounts; call `get_budget` first to see current values |

`import_bank_statement` is not read-only. It requires a bank-statement PDF already uploaded to Sure and creates an import for review; it does not publish the import automatically. Because MCP access is scoped to the Sure user who authorizes the client, tools can access that user's family data. Review tool calls whenever your client offers that option.

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