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Once your AI assistant is connected to Moneda through MCP, you can manage your finances using natural language. Here are some real workflows you can try.

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How do I check my finances?

Ask your AI assistant about your account at any time — no need to open the app. Try asking:
  • “What’s my balance?”
  • “How much do I have in USD vs EUR?”
  • “What are my earnings balances and APY rates?”
  • “Show me my virtual bank account details”
Your assistant uses get_balance, get_apy_rates, and get_virtual_accounts to fetch live data.

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How do I review my spending?

Get a breakdown of where your money is going without scrolling through transactions. Try asking:
  • “How much have I spent on restaurants this month?”
  • “Show me my spending summary for the last 30 days”
  • “What are my biggest expense categories this week?”
Your assistant uses get_spending_summary and get_transactions with category filters.

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How do I search my transaction history?

Find specific transactions using natural language instead of manual filters. Try asking:
  • “Show me all transfers over $500 this month”
  • “What did I send to @alice last week?”
  • “Show me my pending transactions”
  • “List my EUR transactions from January”
Your assistant uses get_transactions with filters for amount, counterparty, currency, date range, and status.

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How do I categorize and annotate transactions?

Organize your transaction history with spending categories and personal notes. Try asking:
  • “Categorize my last 10 uncategorized transactions”
  • “Add a note to my last transaction: ‘Birthday dinner with friends’”
  • “Mark all my Uber transactions as Transport”
Your assistant uses update_transaction_category, add_transaction_note, and the batch variants to process up to 25 transactions at once.

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How do I send money?

Initiate payments to Moneda contacts, external wallets, or bank accounts — all with your explicit approval. Try asking:
  • “Send $50 to @bob”
  • “Transfer €200 to my Coinbase wallet”
  • “Pay @alice 100 EURC for dinner”
Your assistant uses initiate_payment to create the request, then you approve it with biometric authentication in the Moneda app.
Every payment requires your biometric confirmation in the Moneda app before any money moves — your AI assistant cannot send funds without your approval.

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How do I manage my contacts?

Add and organize the people and accounts you transact with. Try asking:
  • “Add @charlie to my contacts”
  • “Save this wallet address as my Coinbase wallet: 0x…”
  • “Add my friend’s IBAN to my external contacts”
  • “Search for a user named Sarah”
Your assistant uses add_contact_moneda, add_contact_external, add_wallet, add_bank, and search_users.

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How do I export transactions for taxes?

Generate tax-ready exports of your transaction history. Try asking:
  • “Export my 2025 transactions for taxes”
  • “Show me a tax export for last year in CSV format”
Your assistant uses get_transactions with the tax_export format and year parameter to generate a compact CSV compatible with Koinly, CoinTracker, and TaxBit.

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How do I track my rewards?

Monitor your Moneda points and referral progress. Try asking:
  • “How many points do I have?”
  • “Show me my points activity”
  • “What’s my referral code?”
  • “How many friends have I referred?”
Your assistant uses get_points_balance, get_points_activity, get_referral_code, and get_referees.

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What’s next?

Quickstart

Connect your AI assistant in 5 minutes.

Available tools

See all 32 tools your assistant can use.

Scopes

Control exactly what your AI can access.

Download Moneda

Get the app and create your wallet.