Everything you need to know about the latest in AI in finance.
The Truthifi MCP server uses the Streamable HTTP transport at a single endpoint:
Access requires an authenticated Truthifi account on any active plan. Once connected, your assistant discovers the tools automatically. You ask questions in plain language, and it picks the right tool. Example values are illustrative, not real account data.
Read-only by default. Nearly every tool only reads your data. The two write tools,
run_scanandcreate_asset_liability, are clearly marked.
You choose the fields. Read tools take an
includelist, so only the needed fields come back. Example outputs below show a representative, fuller set.
Account scope. Most tools accept an optional
accountIdslist. Omit it for your whole portfolio.
ISO 8601 dates. Ranges use
{ "from": "YYYY-MM-DD", "to": "YYYY-MM-DD" }. Many tools return amaxAvailableDateRangeshowing how far back data goes.
Most read tools wrap results in
{ "output": [ … ] }. A few use a custom shape (noted per tool).
Our MCP server is available to all Truthifi plans. Generally speaking, the more you pay, the more daily and monthly credits and connections to financial institutions are included in your plan.
Each tool call costs 1 credit, with one exception:
run_scancosts 3 credits, since it triggers a live data refresh directly from your financial institution.
get_transactions results are paginated. The number of transactions returned per call depends on your plan: 20 on free tiers, 100 on middle tiers, and 150 on premium tiers.
get_truthifi_info (help and financial education) is available on all plans including Connect Explore.
