Use Kaspert AI assistant for financial queries and tasks

Kaspert exposes a set of AI-callable tools through the Model Context Protocol (MCP) that allow AI assistants — such as Claude — to query and interact with your organisation’s financial data in natural language. Instead of manually filtering your kasboek to answer questions like “How much did we spend on camp this year?” or “Who still owes their membership fee?”, you can ask your AI assistant directly and get a structured answer in seconds. All tools operate within the context of your logged-in organisation, so data from other groups is never accessible.

The AI assistant feature requires MCP access credentials. Contact support@kaspert.be for setup instructions for your preferred AI client (Claude Desktop, Cursor, etc.).

Available tools

Kaspert’s MCP server exposes five tools. Each tool requires authentication — they use the OAuth session of the logged-in user and automatically scope all queries to that user’s active organisation.

financial_summary

Get totals for income, expenses, balance, and a per-category breakdown for any date range.

list_transactions

Retrieve a filtered list of transactions by type, category, and date range.

list_categories

Get all active categories defined for your organisation, optionally filtered by werkjaar.

list_payment_obligations

List payment obligations (membership fees, camp fees, etc.) with paid/unpaid status and person search.

create_transaction

Add a new income or expense entry directly to the kasboek.

`financial_summary`

Returns total income, total expenses, running balance, transaction count, and a breakdown of amounts by category for the specified period. Both from and to are optional — omitting them returns all-time figures.

Request
Response

financial_summary request

{
  "tool": "financial_summary",
  "input": {
    "from": "2024-09-01",
    "to": "2025-08-31"
  }
}

string

Start date in YYYY-MM-DD format (optional). If omitted, no lower date bound is applied.

string

End date in YYYY-MM-DD format (optional). If omitted, no upper date bound is applied.

financial_summary response

{
  "period": { "from": "2024-09-01", "to": "2025-08-31" },
  "income": 3450.00,
  "expense": 2180.50,
  "balance": 1269.50,
  "transaction_count": 47,
  "by_category": {
    "Kamp": { "income": 2100.00, "expense": 1850.00 },
    "Lidgeld": { "income": 1200.00, "expense": 0 },
    "Materiaal": { "income": 150.00, "expense": 330.50 }
  }
}

number

Total income for the period in euros, rounded to 2 decimal places.

number

Total expenses for the period in euros, rounded to 2 decimal places.

number

income - expense. Positive means your organisation is in credit; negative means you’ve spent more than you’ve received.

integer

Total number of transactions in the period.

object

Each key is a category name. Each value has income and expense sub-totals for that category.

`list_transactions`

Returns a list of individual transactions matching the provided filters, sorted newest-first. Results are capped at 200 per request; use narrower date ranges for large data sets.

Request
Response

list_transactions request

{
  "tool": "list_transactions",
  "input": {
    "from": "2024-09-01",
    "to": "2024-12-31",
    "type": "expense",
    "category": "Kamp",
    "limit": 50
  }
}

string

Filter to "income" or "expense". Omit to return both types.

string

Filter by exact category name (case-sensitive). Use list_categories to get valid names.

string

Start date YYYY-MM-DD (optional).

string

End date YYYY-MM-DD (optional).

integer

default:"50"

Maximum number of results to return. Must be between 1 and 200.

list_transactions response

{
  "transactions": [
    {
      "id": "a1b2c3d4-...",
      "date": "2024-11-12",
      "type": "expense",
      "amount": 312.50,
      "description": "Kampmateriaal tenten",
      "category": "Kamp",
      "source": "manual"
    },
    {
      "id": "e5f6g7h8-...",
      "date": "2024-10-03",
      "type": "expense",
      "amount": 45.00,
      "description": "Brico - verf lokaal",
      "category": "Kamp",
      "source": "bank_import"
    }
  ]
}

array

Array of transaction objects. Each object includes id, date, type, amount, description, category, and source ("manual" or "bank_import").

Returns all categories defined for your organisation. Use this tool before calling create_transaction to make sure you use a valid category name.

Request
Response

list_categories request

{
  "tool": "list_categories",
  "input": {
    "werkjaar": "2024-2025",
    "only_active": true
  }
}

string

Filter by werkjaar label (e.g. "2024-2025"). Omit to return categories for all werkjaren.

boolean

default:"true"

When true (default), only active categories are returned. Set to false to include archived categories.

list_categories response

{
  "categories": [
    { "id": "cat-001", "name": "Kamp", "werkjaar": "2024-2025", "is_active": true },
    { "id": "cat-002", "name": "Lidgeld", "werkjaar": "2024-2025", "is_active": true },
    { "id": "cat-003", "name": "Materiaal", "werkjaar": "2024-2025", "is_active": true },
    { "id": "cat-004", "name": "Vergaderingen", "werkjaar": "2024-2025", "is_active": true }
  ]
}

array

Array of category objects, each with id, name, werkjaar, and is_active.

`list_payment_obligations`

Lists payment obligations — membership fees, camp fees, or any other tracked payment — with their paid/unpaid status. Useful for answering questions like “Who still hasn’t paid their camp fee?”.

Request
Response

list_payment_obligations request

{
  "tool": "list_payment_obligations",
  "input": {
    "is_paid": false,
    "search": "Janssen",
    "limit": 50
  }
}

boolean

Filter to paid (true) or unpaid (false) obligations. Omit to return both.

string

Case-insensitive partial search on the person’s name (e.g. "Janssen" matches "Jan Janssen" and "Lies Janssens").

integer

default:"50"

Maximum number of results. Must be between 1 and 200.

list_payment_obligations response

{
  "obligations": [
    {
      "id": "obl-001",
      "person_name": "Jan Janssen",
      "amount": 85.00,
      "description": "Kamp 2025",
      "is_paid": false,
      "created_at": "2025-01-15T10:30:00Z"
    },
    {
      "id": "obl-002",
      "person_name": "Lies Janssens",
      "amount": 85.00,
      "description": "Kamp 2025",
      "is_paid": false,
      "created_at": "2025-01-15T10:31:00Z"
    }
  ]
}

array

Array of payment obligation objects with id, person_name, amount, description, is_paid, and created_at.

`create_transaction`

Adds a new income or expense entry to your kasboek. Use list_categories first to ensure you pass a valid category name. This is the only tool that writes data — all other tools are read-only.

Request
Response

create_transaction request

{
  "tool": "create_transaction",
  "input": {
    "type": "expense",
    "amount": 45.50,
    "description": "Materiaal kamp - verfborstels",
    "category": "Kamp",
    "date": "2025-07-15"
  }
}

string

required

"income" for money received, "expense" for money spent.

number

required

Amount in euros. Must be a positive number (e.g. 45.50). Never pass a negative value.

string

required

A short description of the transaction. Maximum 300 characters.

string

required

Category name. Must exactly match an existing active category for your organisation. Call list_categories first if unsure.

string

Date in YYYY-MM-DD format. Defaults to today if omitted.

create_transaction response

{
  "transaction": {
    "id": "txn-9f3a2b...",
    "date": "2025-07-15",
    "type": "expense",
    "amount": 45.50,
    "description": "Materiaal kamp - verfborstels",
    "category": "Kamp"
  }
}

object

The newly created transaction with its id, date, type, amount, description, and category.

Authentication

All five MCP tools require an authenticated user session. When you connect your AI client to the Kaspert MCP endpoint, you will be prompted to log in with your Kaspert credentials — the tools then automatically operate on your active organisation’s data.

Because create_transaction writes data to your live kasboek, be specific when asking your AI assistant to create entries. Review the response to confirm the amount, category, and description are correct before proceeding.

Concepts

Integrations

Help

Use Kaspert AI assistant for financial queries and tasks

Available tools

financial_summary

list_transactions

list_categories

list_payment_obligations

create_transaction

`financial_summary`

`list_transactions`

`list_payment_obligations`

`create_transaction`

Authentication

​Available tools

financial_summary

list_transactions

list_categories

list_payment_obligations

create_transaction

​financial_summary

​list_transactions

​list_categories

​list_payment_obligations

​create_transaction

​Authentication

Available tools

`financial_summary`

`list_transactions`

`list_categories`

`list_payment_obligations`

`create_transaction`

Authentication