Gemini CLI extension that connects Gemini to your Finerd personal finance data. Ask questions like "how much did I spend on restaurants last weekend?" and get answers based on your real transactions.
gemini extensions install https://github.com/finerd-Inc/mcpOn first use, Gemini will open your browser for a one-time OAuth login at api.finerd.ai. No tokens to copy, no local server to run.
| Tool | Description |
|---|---|
list_spaces |
List your spaces (families/households) |
list_accounts |
List financial accounts with balances |
list_categories |
List expense and income categories |
list_bills |
List recurring bills and subscriptions |
get_bill |
Get full bill details |
search_transactions |
Search transactions by date, category, account, or text |
get_transaction |
Full transaction details with per-account journal entries |
search_merchants |
Search merchants by name |
search_tags |
Search tags by name |
get_account_balances |
Current balances across accounts |
| Tool | Description |
|---|---|
get_expense_report |
Expenses by category over a period |
get_income_report |
Income by source over a period |
get_cashflow_report |
Net cash flow over a period |
get_networth_report |
Net worth trend over time |
| Tool | Description |
|---|---|
create_transaction |
Add a new transaction |
create_complex_transaction |
Add a multi-leg transaction (splits, multi-account) |
create_transfer |
Record a transfer between accounts |
update_transaction |
Edit an existing transaction |
delete_transaction |
Delete a transaction |
mark_transaction_reviewed |
Mark a transaction as reviewed |
create_tag |
Create a new tag |
update_tag |
Rename or recolor a tag |
search_transactions returns a lightweight list. Use get_transaction with an ID from the results for full per-account amounts, currencies, categories, and tags.
- "What did I spend on groceries in April?"
- "Show me my biggest transactions last week"
- "List all my checking accounts and their current balances"
- "How much do I owe on credit cards?"
The extension is a thin manifest that points Gemini at the Finerd MCP server hosted at https://api.finerd.ai/mcp. Authentication is OAuth 2.0 via dynamic discovery. No code runs locally.
- An active Finerd account
- Gemini CLI 0.40 or later
MIT — see LICENSE.