マネーフォワード ME

Get the user's asset allocation, category totals, and balances held at each bank, brokerage, or other financial account for specified dates. Use this tool for totals and account-level balances. Use list_asset_holdings when the user asks about specific stocks, funds, deposits, or other named assets. Request from 1 to 12 distinct dates in YYYY-MM-DD format. Future dates are not allowed. Non-premium accounts can view balances from the past six months. Amounts, including point values, are converted to Japanese yen. Liabilities are included as negative values. The data is information retrieved and stored by Money Forward ME for each requested date. It may not represent real-time account balances, transactions, or market prices.

list_asset_balances

Return the user's income and expenses, broken down by category for each requested month. Request from 1 to 24 distinct months in YYYY-MM format. Months do not need to be contiguous, and future months are not allowed. Non-premium accounts can view roughly the past 12 months. Requests outside the available range fail with retry guidance.

list_household_summaries_by_category

Get the user's specific stocks, funds, deposits, liabilities, and other named financial positions, including the financial account and latest available JPY valuation held by Money Forward ME. Use this tool for individual holdings. Use list_asset_balances for asset allocation, category totals, or balances by bank, brokerage, or other financial account. Amounts, including point values, are converted to Japanese yen. Liabilities are included as negative values. The tool returns up to 10,000 holdings. The data is the latest information retrieved and stored by Money Forward ME. It may not represent real-time account balances, transactions, or market prices.

list_asset_holdings

Retrieve the user's non-transfer transactions for an inclusive date range. Both from_date and to_date are required in YYYY-MM-DD format. The range must be no longer than 184 days and must not include future dates. Non-premium accounts can view transactions from the past year. Requests outside the available range fail. The tool returns all matching transactions, with no pagination. It returns an error if more than 500 transactions match. Use a shorter date range and retry in that case.

list_transactions