Era Context MCP

Record a fact, preference, goal, or observation about the user. Persistent across sessions and shared with all connected agents. Two modes: (1) prompted -- supply the slug and answer from knowledge__get_pending_questions; category is auto-derived. (2) Ambient -- supply a descriptive slug and category for facts discove…

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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. This operation reverts all Skipped and Snoozed question states back to Pending so they will be re-surfaced by the flow engine. It does not delete any stored facts…

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Present an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.). Best for answer types that benefit from structured widgets: numeric, date, money, multi-select, compound, and scale. Requires a client that supports MCP Apps embedded UI rendering. If your client is a CLI o…

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Get the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether they have unsubscribed. Use for questions like 'what emails am I signed up for?' or 'am I subscribed to X?'. Call nurture__set_subscription to change the…

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Subscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign. Takes effect immediately — no confirmation step, and always reversible by calling this tool again with the opposite value. Unsubscribing from a campaign the caller was never enrolled in is a safe no-op. Call nurture__get_my_status…

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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 when the user wants to view detailed referral reporting, commission history, or manage their affiliate settings.

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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 the user is not yet enrolled. Users must join the referral program before a link is available.

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Get the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions. Use when the user asks about referral earnings, conversion rates, or how their referrals are performing.

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Join the referral program by creating a Rewardful affiliate for the authenticated user. Returns the shareable referral URL and affiliate ID on success. Use when the user wants to start referring others and earning commissions.

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Move the user's referral programme onto a different track. Rewardful allows one affiliate per email, so this reassigns their existing affiliate rather than creating a second one — the user must already have joined (referral__join_referral_program) or this returns an error. Two destinations accept members: 'friends-fam…

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Import transactions from inline CSV text into a manual account. Supports auto-detection of common formats or explicit format hints. Partial-success semantics: rows that fail validation are reported individually. Set preview_only=true to validate without importing. PROTOCOL — before calling, do the categorisation work…

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List detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly amounts, frequency, and last-seen date. Includes monthly totals by type. Use for questions like 'what subscriptions am I paying for?', 'how much are my fixed…

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List all available spending categories organized in a parent/child hierarchy (e.g., 'Daily living' contains 'Groceries', 'Dining out', etc.). Each category has a unique key (the key field) that you MUST use when assigning categories via transactions__update_transactions or transactions__manage_automation_rules. Call t…

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List recent transactions with pagination, optionally filtered by account and date range. Returns merchant name, amount, category, and pending status for each transaction. Best for browsing recent activity or getting a chronological view. For targeted lookups (e.g. 'find my Amazon charges'), prefer transactions__search…

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Create and manage automation rules that automatically organize the user's transactions. Transaction-scope rules evaluate filters against each individual transaction as it arrives. Pattern-scope rules evaluate a pattern specification against a time-windowed batch of transactions to detect cross-transaction patterns suc…

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Create, rename, hide, unhide, delete, or merge spending categories. Display mutations (rename, emoji, description, spending type) of system categories are free on all plans. Custom category limits per plan — Context Basic (free): 2, Context Organize: 10, Context Automate: 50, Context Optimize: 100, Context Operate: 30…

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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 operations share one account_group_key and are processed sequentially with partial-success semantics. Set preview_only=true to validate without writing. Use accou…

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Create, list, update, or delete tags, and attach or detach them from transactions. Tags are custom labels the user attaches to transactions for organizing expenses by project, trip, goal, or any personal grouping (e.g., 'Vacation 2026', 'Tax Deductible', 'Side Project'). Use this tool when the user wants to create a n…

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List, confirm, or reject detected transfer links between the user's accounts. Transfer links are automatically detected when matching debit/credit transactions appear across different accounts (exact or near-match amounts within 3%). Use 'list' to see all detected transfers. Use 'confirm' when the user verifies a dete…

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Search and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit). Returns matching transactions with total count and sum — no arithmetic needed. sum always covers posted transactions only; when include_pending=true the pending share is reported separately as pending_…

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Update the category, merchant name, description, or review status on one or more transactions. The user's changes take priority over automatically detected values. BEFORE calling: use transactions__list_transactions or transactions__search_transactions to get transaction IDs, and call transactions__list_spending_categ…

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