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Documentation Index

Fetch the complete documentation index at: https://docs.moneda.com/llms.txt

Use this file to discover all available pages before exploring further.

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_by_type_group (operation mix), get_spending_by_category (groceries, restaurants, etc.), get_spending_by_merchant (per-recipient totals), get_spending_comparison (week-over-week or month-over-month), get_daily_spending (charting), get_spending_transactions (drilldown), 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 49 tools your assistant can use.

Scopes

Control exactly what your AI can access.

Download Moneda

Get the app and create your wallet.