Candor Finance

Compose an explicitly scoped analytical response using only the snapshot datasets declared by candor_schema. The full snapshot returns in this tool result; scope datasets and filters to keep it bounded. Dataset reads record private action history and audit events without changing financial records.

candor_snapshot

Save exactly five unique panels as the workspace Overview. Reuse idempotency_key for transport retries, which replay the original result. After a refused action and access recovery, start a new save with a new key. Returns the saved configuration or an access recovery envelope; candor_visualize reads the configured Overview or individual panels.

candor_configure_overview

Read one typed object or exact GET operation through the Candor API. Describe an unfamiliar operation with candor_schema before supplying its operation-specific args. The full response returns in this tool result. This read records private action history and audit events without changing financial records.

candor_get

Inspect computed comparisons for spending, income, recurring payments, account terms, and investment positions, with basis handles and coverage caveats. Spending and income use inclusive since/until and comparison_since/comparison_until date ranges and compare recorded posted totals, not normalized rates. Without ranges the last complete UTC calendar month is compared with the preceding month; the response reports both date ranges. limit trims output items and never changes the financial comparison. Source history may be incomplete; capped evidence suppresses spending and income comparisons. Use candor_open for new activity and current attention, candor_get for an exact record, candor_query for dated dataset rows, and candor_snapshot for scoped analysis across datasets. This read records action history and an audit event using reason, but does not advance the shared opening checkpoint, mark activity seen, resolve attention, or consume due notes. Acknowledge a processed opening separately through its open.acknowledge next action.

candor_changes

Discover contracts before using unfamiliar datasets, filters, or operations. Choose one mode: omit selectors for the workspace schema index, or set dataset for one dataset schema; set operation for an exact operation contract and call shape; set query to search the operation catalog. dataset, operation, and query are mutually exclusive, with no precedence. limit applies only to query (default 10, maximum 10). Reuse a known current schema or an exact next_actions call without rediscovering it. This tool returns contracts, not financial records. Workspace and dataset schema reads record private action history and audit events; catalog searches and operation descriptions are local lookups.

candor_schema

Read the workspace, or use mode=pulse for a compact inspection signal that carries no checkpoint. In the default opening mode the checkpoint is data.new_since_checkpoint.checkpoint_candidate, and the open.acknowledge entry in next_actions carries the same value as args.checkpoint; acknowledgment is a separate candor_write operation after processing that opening. This read records private action history and audit events without changing financial records. Return workspace context, financial position, approved state, new activity, factual attention, and executable next actions. Reading does not advance the shared checkpoint. The checkpoint for this opening is data.new_since_checkpoint.checkpoint_candidate; the same value is carried as args.checkpoint on the open.acknowledge entry in next_actions, so find that entry by command rather than by position. After processing this opening, acknowledge that exact checkpoint to mark activity as seen; acknowledgement does not resolve attention or due notes.

candor_open

Preview a POST operation through the Candor API without applying the proposed changes. candor_schema describes the preview operation and its arguments or input schema. Previews record private action history and audit events.

candor_preview

Run one limited query against a declared financial dataset in the Candor API. The full response returns in this tool result; use limit and cursor pagination to keep each page bounded. A cursor is bound to the exact filters of the page that issued it, so replay the returned next_actions call unchanged. This read records private action history and audit events without changing financial records. Run one bounded query against a declared financial dataset. Inspect the selected dataset schema for accepted filters and defaults; omitting filters uses those defaults. Cursor-paginated results keep records, calculations, and pagination under data.page. Calculations cover exactly the returned records, not later pages or the full workspace. Follow next_actions for the exact continuation, preserving the query filters.

candor_query

Refresh already-connected sources through the Candor API. Financial-source connection, reconnection, and disconnection happen only in the secure Candor web portal; query the accounts dataset to inspect connected financial accounts.

candor_connections

Read one focused Candor panel or the stored Overview as text context, structured panel data, and a View in Candor link; hosts that declare MCP App rendering also draw the panel with the dashboard's own renderer. Hosts without rendering receive the text context and View in Candor link. Overview configuration is saved separately by candor_configure_overview. Panel reads record private action history and audit events without changing financial records.

candor_visualize