Cashly

Payments the user made for their Cashly plan (invoices).

get_billing_payments

Valid income and expense category names. Use these exact names for category fields.

get_categories

Check that the API key works and see the plan and whether the subscription is active. Call this first if other tools fail.

health_check

Return the Cashly account this connection is signed in to: a stable opaque id, the display name and the email. Takes no input.

get_profile

Apps the user connected to Cashly with OAuth (such as ChatGPT): name, read only or read and write access, when connected and last used.

list_connected_apps

Credit cards with limit, outstanding, statement day and due day.

list_credit_cards

Income, expense, savings, account balances, top categories, EMI and subscription monthly totals, and a day/week/month income-vs-expense series for a period. The best first call for "how am I doing" questions.

get_stats

Debit cards and the bank account each is linked to.

list_debit_cards

Delete an EMI and its upcoming bills. Confirm first.

delete_emi

Delete a bank account. Past transactions stay. Confirm first.

delete_bank

Delete a credit card. Past transactions stay. Confirm first.

delete_credit_card

Delete a debit card. Confirm first.

delete_debit_card

Delete a debt and its history. Cannot be undone; confirm first.

delete_debt

Delete a subscription. To stop it but keep history, set status cancelled instead. Confirm first.

delete_subscription

Delete a transaction and reverse its effect on the linked account. Cannot be undone; confirm with the user first.

delete_transaction

Delete a wallet. Confirm first.

delete_wallet

Remove the access of a connected app (id from list_connected_apps). If it is the app making this call, it loses access immediately. Confirm with the user first.

disconnect_app

Instalments already paid for one EMI.

get_emi_payments

Loans paid in instalments: monthly EMI, paid and remaining instalments, next due date and amount left.

list_emis

Change an EMI; the instalment, total payable and schedule are recalculated. Set paid_months to mark instalments paid outside Cashly.

update_emi

Change a bank account. Setting balance overwrites it (use it to correct the balance).

update_bank

Change a credit card. Setting outstanding overwrites it (use it to correct the amount owed).

update_credit_card

Change a debit card.

update_debit_card

Change a debt's name, note or due date. To change the amount use add_to_debt or record_debt_payment.

update_debt

Change a subscription, including pausing (status paused) or cancelling (status cancelled) it.

update_subscription

Change a transaction. Only the fields you pass change; account balances are adjusted for the difference.

update_transaction

Change a wallet. Setting balance overwrites it.

update_wallet

Turn individual notification emails on or off. Only the fields you pass change.

update_notifications

One EMI with its schedule.

get_emi

One debt with its full payment history.

get_debt

One subscription.

get_subscription

One transaction by id.

get_transaction

The user lent or borrowed more with the same person: adds to the existing debt.

add_to_debt

Money the user lent (debtor = someone owes the user) or borrowed (creditor = the user owes someone), with amounts paid and remaining.

list_debts

Transactions, newest first, with totals (income, expense, net) for the same filter. Filter by period (range, or from/to), type and search text.

list_transactions

Valid payment method values (cash, bank, upi, credit_card, debit_card, wallet, cheque, other).

get_payment_methods

The user's Cashly plan and billing: plan name, status, trial and period end, whether it renews, the next automatic charge (date and amount in INR, or null when nothing will be charged), and transactions used and left this period. Plan changes and payment methods are managed by the user on the web, not through tools.

get_billing_status

Plan, subscription status, monthly transaction credits (used and remaining) and the rate-limit window.

get_usage

The user's profile: name, email, currency, timezone and notification settings. Use the currency when you show amounts.

get_user

Requests used and remaining in the current one-minute rate-limit window.

get_rate_limit_status