Yomio
Read Yomio expense, income, account, budget, and spending data in an MCP-compatible AI client.
Connect it
Settings → Connectors → Add custom connector
URL: https://mcp.yomio.app/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://mcp.yomio.app/mcp{
"mcpServers": {
"yomio-mcp": {
"url": "https://mcp.yomio.app/mcp"
}
}
}claude mcp add --transport http yomio-mcp https://mcp.yomio.app/mcp{
"servers": {
"yomio-mcp": {
"type": "http",
"url": "https://mcp.yomio.app/mcp"
}
}
}{
"mcpServers": {
"yomio-mcp": {
"command": "npx",
"args": [
"-y",
"yomio-mcp-stdio@1.0.0"
]
}
}
}claude mcp add yomio-mcp -- npx -y yomio-mcp-stdio@1.0.015 tools, pulled live
get_spending_summaryread-onlyGet 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.
compare_periodsread-onlyCompare spending between two time periods.
search_expensesread-onlySearch 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.
get_top_merchantsread-onlyGet top merchants ranked by total spending.
get_spending_trendsread-onlyGet spending trends over time (daily, weekly, or monthly).
get_income_summaryread-onlyGet income summary for a date range. Returns total income amount and count of income entries.
get_income_listread-onlyList individual income entries with optional date filtering. Returns source, amount, date, and account per entry.
get_balance_overviewread-onlyGet income vs expenses balance overview.
get_recurring_paymentsread-onlyGet recurring payments (subscriptions, bills, upcoming charges).
get_accountsread-onlyGet all payment accounts (cash, cards, bank accounts) with balances.
get_budget_statusread-onlyGet budget status and spending vs budget for a specific month.
get_categoriesread-onlyGet 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.
get_expense_detailread-onlyGet full details of a single expense by ID, including all line items with prices, quantities, and categories.
get_top_productsread-onlyGet 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.
get_expensesread-onlyList expenses with optional date, merchant, category, account, and text filters.
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