# Era-Context-MCP MCP Server > **Era-Context-MCP MCP Server** is a hosted, multitenant Model Context Protocol (MCP) server run by **MewCP** (https://mewcp.com), giving AI agents managed access to Era-Context-MCP. > > MewCP takes care of all MCP infrastructure for you — credential storage, OAuth flows, > token refresh, and production-grade auto-scaling — so your AI agents can connect to > third-party services and run freely without you managing any MCP server yourself. > > Server page: https://mewcp.com/mcp/era-context-mcp > MewCP docs: https://docs.mewcp.com > All servers: https://mewcp.com/servers (JSON: https://mewcp.com/api/servers) > About MewCP: https://mewcp.com/llms.txt --- ## About Manage your complete financial life with Era Context. Track spending, analyze cash flow, forecast expenses, manage recurring transactions, connect bank accounts, and automate financial workflows. Get personalized financial insights, monitor your portfolio goals, and make informed decisions with your financial data in context. --- ## Details - Server ID: `era-context-mcp` - Version: 1.0.0 - Tools: 51 - Authentication: OAuth, managed by MewCP - Transport: http --- ## Access The gateway URL below serves your **entire MewCP toolset**, not this server on its own. Pasting a config snippet is not enough — Era-Context-MCP has to be in the toolset first. In order: 1. Add Era-Context-MCP to your toolset at https://mewcp.com/mcp/era-context-mcp 2. Connect your Era-Context-MCP account (OAuth); MewCP stores the credential and attaches it to each call 3. Add the gateway URL to your client (see Connect below). It signs in with OAuth the first time it connects, so there is no key to copy. Once connected, an agent does **not** see this server's tools as top-level tools. It sees four meta-tools and reaches everything through them: - `search(query)` — find tools by keyword across the toolset - `get_schema(tools)` — full description and arguments for the tools you picked - `list_accounts(provider)` — only when one app has several connected accounts - `call_tool(server_maskedId, tool_name, args)` — execute So the list below is what `search` can return for this server, not a set of callable tool names on their own. --- ## Tools (51) Descriptions are truncated to 160 characters; call `get_schema` for the full text and the argument schema. Where a tool is annotated, its type is shown — treat `destructive` as irreversible. - `accounts__list_financial_accounts` _(read)_ — List all linked bank accounts, credit cards, and investment accounts with current and available balances. Use this when the user asks about their accounts,… - `transactions__list_transactions` _(read)_ — List recent transactions with pagination, optionally filtered by account and date range. Returns merchant name, amount, category, and pending status for each… - `accounts__check_account_balance` _(read)_ — Get the current and available balance for a specific account, including credit limit if applicable. Requires an account_group_key from… - `insights__analyze_spending` _(read)_ — Break down spending by category, merchant, account, week, or month. Each group carries amount, percent of total, and transaction count. Every amount carries… - `transactions__search_transactions` _(read)_ — Search and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit). Returns matching transactions with total… - `insights__compare_spending_periods` _(read)_ — Compare spending between any two time periods side-by-side with pre-computed deltas and percentage changes. Group comparisons by category, merchant, or total.… - `transactions__list_recurring_charges` _(read)_ — List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated… - `insights__get_cash_flow` _(read)_ — Analyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages. Use for trend questions like 'am I saving… - `insights__get_daily_financial_summary` _(read)_ — Get daily financial calendar for a month. Returns spending, income, bills/recurrences, and net per day, plus month totals and prior-month comparisons. Totals… - `insights__get_daily_category_spending` _(read)_ — Get a per-day, per-category spending breakdown for a calendar month. Returns one row per day-and-category combination with the spending amount, transaction… - `insights__forecast_spending` _(read)_ — Estimate how much the user will spend by the end of the current period based on their spending pace so far. Returns: projected end-of-period total, daily… - `transactions__list_spending_categories` _(read)_ — List all available spending categories organized in a parent/child hierarchy (e.g., 'Daily living' contains 'Groceries', 'Dining out', etc.). Each category has… - `transactions__manage_categories` _(destructive)_ — Create, rename, hide, unhide, delete, or merge spending categories. Display mutations (rename, emoji, description, spending type) of system categories are free… - `transactions__update_transactions` _(destructive)_ — Update the category, merchant name, description, or review status on one or more transactions. The user's changes take priority over automatically detected… - `transactions__manage_automation_rules` _(destructive)_ — Create and manage automation rules that automatically organize the user's transactions. Transaction-scope rules evaluate filters against each individual… - `transactions__manage_transaction_tags` _(destructive)_ — Create, list, update, or delete tags, and attach or detach them from transactions. Tags are custom labels the user attaches to transactions for organizing… - `transactions__manage_transfer_links` _(write)_ — List, confirm, or reject detected transfer links between the user's accounts. Transfer links are automatically detected when matching debit/credit transactions… - `billing__get_current_plan` _(read)_ — Get the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock. Use for questions like 'what plan am I… - `billing__list_subscriptions` _(read)_ — List what the user is actually being charged for right now, read live from Stripe, broken down by individual line item. Use for 'what am I paying for?', 'when… - `billing__list_payments` _(read)_ — List the user's past invoices — what they were charged, when, for which service period, and whether each was paid. Use for 'what have I been charged?', 'when… - `billing__list_plans` _(read)_ — List all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility. Use… - `billing__upgrade` _(write)_ — Start a subscription upgrade or plan change. Returns either a confirmation that the change was applied immediately (for existing subscribers changing tiers) or… - `billing__cancel_subscription` _(write)_ — Initiate subscription cancellation. This is a three-path retention gate. Step 1: Call WITHOUT a confirmation_key — the tool returns a retention offer with a… - `billing__uncancel_subscription` _(write)_ — Un-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the… - `knowledge__get_financial_context_and_overview` _(read)_ — Load the user's profile, complete financial snapshot (all account balances, net worth, this month vs. last month income/spending/net, top 5 spending… - `knowledge__remember` _(write)_ — Record a fact, preference, goal, or observation about the user. Persistent across sessions and shared with all connected agents. Two modes: (1) prompted --… - `knowledge__get_pending_questions` _(read)_ — Get the next onboarding questions to ask the user. Returns an ordered list of pending questions with each question's slug, display text, answer type, category,… - `knowledge__show_question_ui` _(read)_ — Present an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.). Best for answer types that benefit from… - `knowledge__defer_question` _(write)_ — Skip or snooze an onboarding question. Use 'skip' when the user declines to answer a question (it may be re-surfaced later by the flow engine). Use 'snooze'… - `knowledge__reset_pack_questions` _(destructive)_ — Warning: this cannot be undone — only call when you have high confidence the user wants to reset and re-surface all previously skipped or snoozed questions.… - `knowledge__confirm_or_reject_inference` _(write)_ — Confirm or reject a fact that was inferred by the system. Use 'confirm' when the user agrees with an inferred assertion (upgrades confidence to 'confirmed').… - `knowledge__forget` _(destructive)_ — Retract or delete a previously recorded fact about the user. Use this when the user asks to forget or remove a specific piece of information. The assertion is… - `knowledge__recall_history` _(read)_ — Get the version history of a specific fact about the user. Returns all versions of the assertion including supersessions, retractions, and confirmations. Use… - `connections__connect_bank_account` _(write)_ — Initiate a bank account connection flow. Opens a secure connection page that the user interacts with to link their bank account. Optionally accepts a… - `referral__get_referral_link` _(read)_ — Get the user's referral link if they are enrolled in the referral program. Returns the shareable referral URL and affiliate ID for enrolled users, or indicates… - `referral__get_referral_stats` _(read)_ — Get the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions. Use when the user asks about referral… - `referral__join_referral_program` _(write)_ — Join the referral program by creating a Rewardful affiliate for the authenticated user. Returns the shareable referral URL and affiliate ID on success. Use… - `referral__get_dashboard_sso` _(read)_ — Get a single-use SSO magic link to open the user's Rewardful affiliate dashboard. The link expires after approximately 1 minute and can only be used once. Use… - `referral__switch_referral_campaign` _(write)_ — Move the user's referral programme onto a different track. Rewardful allows one affiliate per email, so this reassigns their existing affiliate rather than… - `accounts__set_account_visibility` _(write)_ — Set the visibility of a single financial account. Pass visible=true to show an account or visible=false to hide it. Hidden accounts are excluded from analytics… - `connections__set_proactive_sync_mode` _(write)_ — Record whether Era may proactively ask a bank connection's provider for fresh data on its own schedule. Set mode='disabled' when the user wants Era to stop… - `connections__disconnect_institution` _(destructive)_ — Permanently disconnect a bank institution. This is a DESTRUCTIVE, IRREVERSIBLE operation that severs the link to the financial institution and stops all future… - `help__get_help` _(read)_ — Get contextual help and onboarding guidance for Era Context. Use when the user asks how to use the platform, what capabilities are available, how to get… - `accounts__manage_account` _(destructive)_ — Manage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider. Actions: 'create' a… - `transactions__manage_manual_transaction` _(destructive)_ — Batch-manage transactions on a manually tracked account. Send an array of operations (create, update, delete) in a single call — ideal for bulk imports. All… - `transactions__import_csv_transactions` _(write)_ — Import transactions from inline CSV text into a manual account. Supports auto-detection of common formats or explicit format hints. Partial-success semantics:… - `accounts__toggle_balance_backfill` _(write)_ — Toggle balance backfill for an account group. When enabled, balances are derived from cumulative transaction history rather than relying solely on explicit… - `connections__trigger_connection_resync` _(write)_ — Trigger an on-demand data resync for a bank connection. This fetches the latest transaction and balance data from supported banks — most major institutions… - `connections__list_connections` _(read)_ — List every one of the user's connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs… - `nurture__get_my_status` _(read)_ — Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and… - `nurture__set_subscription` _(write)_ — Subscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign. Takes effect immediately — no confirmation step, and always reversible… --- ## Connect - URL: https://gateway.mewcp.com/personal/mcp - Transport: Streamable HTTP (remote). Nothing to install. - Sign-in: OAuth. On first connect the client opens a browser window to sign in to MewCP and approve access. No API key. - Headless clients (SDKs, servers without a browser) send an API key instead: `Authorization: Bearer `, key from https://mewcp.com/dashboard/api-keys Agents setting themselves up: follow https://mewcp.com/SKILL.md Step-by-step guide per client: - Claude Desktop: https://mewcp.com/mcp/era-context-mcp/connect/claude - ChatGPT: https://mewcp.com/mcp/era-context-mcp/connect/chatgpt - VS Code: https://mewcp.com/mcp/era-context-mcp/connect/vscode - Cursor: https://mewcp.com/mcp/era-context-mcp/connect/cursor - Codex: https://mewcp.com/mcp/era-context-mcp/connect/codex - Claude Code: https://mewcp.com/mcp/era-context-mcp/connect/claude-code - OpenCode: https://mewcp.com/mcp/era-context-mcp/connect/opencode - OpenClaw: https://mewcp.com/mcp/era-context-mcp/connect/openclaw - Antigravity: https://mewcp.com/mcp/era-context-mcp/connect/antigravity - Hermes: https://mewcp.com/mcp/era-context-mcp/connect/hermes - DeepSeek Harness: https://mewcp.com/mcp/era-context-mcp/connect/dsh - Python: https://mewcp.com/mcp/era-context-mcp/connect/python - TypeScript: https://mewcp.com/mcp/era-context-mcp/connect/typescript