Era Context MCP connector for AI agents

Tools your agent reaches for on Era Context MCP, scoped per user.

CALL ANY TOOL

List accounts, search and bulk-update transactions, manage tags, transfers, and spending categories. Same toolkit, every framework, no auth plumbing.

eracontextmcp_accounts__check_account_balance

Accounts check account balance

Get the current and available balance for a specific account, including credit limit if applicable. Requires an account_group_key from List Financial Accounts.

Parameters

Name

Type

Required

Description

account_group_key

string

Required

The account group projection key. Obtain from accounts__list_financial_accounts (the account_group_key field).

eracontextmcp_accounts__list_financial_accounts

Accounts list financial accounts

eracontextmcp_accounts__manage_account

Accounts manage account

Create, update, delete, or set the balance of a manually tracked account. Use action to specify the operation; amount must be a positive integer with a separate direction field.

Parameters

Name

Type

Required

Description

action

string

Required

What to do: 'create' adds a new manual account, 'update' changes account properties (account_name applies to any account type; other fields are manual-only), 'delete' soft-deletes a manual account and its transactions, 'set_balance' records a balance snapshot on a manual account.

account_group_key

string

Optional

The account group projection key identifying the account. Required for update, delete, and set_balance. Obtain from accounts__list_financial_accounts (the account_id field).

account_name

string

Optional

The user-supplied display name (e.g., "Home Mortgage", "Savings Jar"). Required for create. On update, applies to any account type: manual or connected: and writes a user-layer override that surfaces as the effective name; the institution-supplied name is preserved underneath. Mutually exclusive with 'clear_account_name'.

account_number_mask

string

Optional

Partial account number (last 4 digits). Do NOT supply the full account number. On update: manual accounts only.

account_type

string

Optional

The account type classification. Required for create (manual). On update: manual accounts only: supplying this for a connected account is rejected.

amount_minor_units

integer

Optional

The balance amount in integer minor units (e.g., 150050 for $1,500.50, or 1000 for 1000 JPY). Required for set_balance. Positive = asset; negative = liability.

as_of_date

string

Optional

As-of date for the balance record in ISO 8601 format (e.g., "2026-04-15"). Defaults to today if not specified. Optional, set_balance only.

balance_currency

string

Optional

ISO 4217 currency for the balance (required for set_balance).

clear_account_name

boolean

Optional

On update: set to true to remove a previously applied user account-name override, reverting the display name to the institution-supplied value (or empty when no provider name exists). Mutually exclusive with 'account_name'. Account-type-agnostic.

currency

string

Optional

ISO 4217 currency for the account (required for create).

initial_balance_minor_units

integer

Optional

Starting balance in integer minor units (e.g., 150050 for $1,500.50, or 1000 for 1000 JPY). Positive = asset; negative = liability. Optional, create only.

institution_name

string

Optional

Institution name for display and fingerprint matching (e.g., "Chase", "Fidelity"). On update: manual accounts only.

eracontextmcp_accounts__set_account_visibility

Accounts set account visibility

eracontextmcp_billing__cancel_subscription

Billing cancel subscription

eracontextmcp_billing__get_current_plan

Billing get current plan

eracontextmcp_billing__list_payments

Billing list payments

eracontextmcp_billing__list_subscriptions

Billing list subscriptions

eracontextmcp_billing__uncancel_subscription

Billing uncancel subscription

eracontextmcp_connections__connect_bank_account

Connections connect bank account

eracontextmcp_connections__list_connections

Connections list connections

eracontextmcp_connections__set_proactive_sync_mode

Connections set proactive sync mode

eracontextmcp_connections__trigger_connection_resync

Connections trigger connection resync

eracontextmcp_help__get_help

Help get help

eracontextmcp_insights__analyze_spending

Insights analyze spending

eracontextmcp_insights__forecast_spending

Insights forecast spending

eracontextmcp_insights__get_daily_category_spending

Insights get daily category spending

eracontextmcp_knowledge__defer_question

Knowledge defer question

eracontextmcp_knowledge__get_financial_context_and_overview

Knowledge get financial context and overview

eracontextmcp_knowledge__recall_history

Knowledge recall history

eracontextmcp_knowledge__reset_pack_questions

Knowledge reset pack questions

eracontextmcp_nurture__get_my_status

Nurture get my status

eracontextmcp_referral__get_referral_link

Referral get referral link

eracontextmcp_referral__join_referral_program

Referral join referral program

eracontextmcp_transactions__import_csv_transactions

Transactions import csv transactions

eracontextmcp_transactions__list_spending_categories

Transactions list spending categories

eracontextmcp_transactions__manage_categories

Transactions manage categories

eracontextmcp_transactions__manage_transaction_tags

Transactions manage transaction tags

eracontextmcp_transactions__search_transactions

Transactions search transactions

Search and filter transactions by merchant name, description, amount range, category, date range, and direction (debit/credit). Returns matching transactions with total count and sum: no arithmetic needed. Use for targeted questions like 'how much did I spend at Starbucks?', 'what was that $50 charge?', or 'show me all refunds this month'. Supports free-text search so exact merchant names are not required. Use category_key with include_children=true to search across all subcategories of a parent category. For browsing recent activity chronologically, prefer transactions__list_transactions instead. Session context from knowledge__get_financial_context_and_overview enriches these results with the user's profile, goals, and preferences.

Parameters

Name

Type

Required

Description

account_group_key

string

Optional

Filter to transactions from a specific account. Pass the account group projection key from accounts__list_financial_accounts (the account_group_key field).

category_key

string

Optional

Filter to transactions with this fcat_* category projection key. Get category keys from transactions__list_spending_categories. When combined with include_children=true, includes transactions from all subcategories.

direction

string

Optional

Filter by money direction: 'debit' for money going out (purchases, payments), 'credit' for money coming in (income, refunds), or 'all' for both.

include_children

boolean

Optional

When true and category_key is set, includes transactions from the parent category and all its subcategories. Use this for parent category transaction counts.

limit

integer

Optional

Maximum number of transactions to return (1-50). The response also includes total_results count and sum even if the limit clips the list.

max_amount

number

Optional

Maximum transaction amount.

min_amount

number

Optional

Minimum transaction amount. Use negative values for charges/debits (e.g., -100 finds charges of $100 or more).

period

string

Optional

Time range to search within. Use 'custom' with period_start/period_end for a specific date range.

period_end

string

Optional

Custom end date (YYYY-MM-DD). Used when period is 'custom'.

period_start

string

Optional

Custom start date (YYYY-MM-DD). Used when period is 'custom'.

query

string

Optional

Free-text search across merchant name and description. Exact merchant names are not required: partial matches work (e.g., 'star' matches 'Starbucks').

review_status

string

Optional

Filter to transactions by their review status. System rules like anomaly detection and bounced payment detection automatically flag transactions as 'needs_review'.

rule_ids

array

Optional

Rule projection keys (e.g. ["frul_abc"]). Only transactions matched by at least one of these rules are returned. Maximum 50 items; requests with more than 50 items are rejected with an error. Get rule keys from transactions__manage_automation_rules with 'list' action.

sort_by

string

Optional

How to order the results: by 'date' (newest first), 'amount', or 'merchant' name.

tag_keys

array

Optional

Tag projection keys (e.g. ["ftag_abc"]). Only transactions with at least one of these tags are returned. Maximum 50 items; requests with more than 50 items are rejected with an error. Get tag keys from transactions__manage_transaction_tags with 'list_tags' action.

eracontextmcp_transactions__update_transactions

Transactions update transactions

For more tools, view docs.

Build your Agent

Drop the toolkit in, point it at the user, and your agent can query and edit Era Context transactions from the first run.

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["eracontextmcp"], toolNames: ["eracontextmcp_accounts_list", "eracontextmcp_transactions_search", "eracontextmcp_transactions_update"] },
  pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  schema: z.object({}).passthrough(),
  func: async (args) => {
    const { data } = await sk.tools.executeTool({
      toolName: t.tool.definition.name,
      identifier: "user_123",
      params: args,
    });
    return JSON.stringify(data);
  },
}));

const agent = createReactAgent({ llm, tools: lcTools });

import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["eracontextmcp"], toolNames: ["eracontextmcp_accounts_list", "eracontextmcp_transactions_search", "eracontextmcp_transactions_update"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  type: "function",
  function: {
    name: t.tool.definition.name,
    description: t.tool.definition.description,
    parameters: t.tool.definition.input_schema,
  },
}));

const resp = await openai.responses.create({
  model: "gpt-4o", input: prompt, tools: llmTools,
});

import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["eracontextmcp"], toolNames: ["eracontextmcp_accounts_list", "eracontextmcp_transactions_search", "eracontextmcp_transactions_update"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
  model: "claude-sonnet-4-6", max_tokens: 1024,
  tools: llmTools,
  messages: [{ role: "user", content: prompt }],
});

import { Agent } from "@google/adk/agents";
import {
  MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
  connectionParams: new StreamableHTTPConnectionParams({
    url: "https://mcp.scalekit.com/eracontextmcp",
    headers: { Authorization: `Bearer ${userScopedToken}` },
  }),
});

const agent = new Agent({
  name: "agent", model: "gemini-2.0-flash",
  tools: await toolset.getTools(),
});

Try these prompts

Paste any prompt into your agent to start managing Era Context finances from your workflows.

Search & recall

Copy the prompt

Copied

Find all uncategorized transactions from last month.

Copy the prompt

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Show transactions over $[amount] tagged as [tag].

Copy the prompt

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List all spending categories and their total spend YTD.

Bulk actions

Copy the prompt

Copied

Recategorize all [merchant] transactions as [category].

Copy the prompt

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Mark all transactions from [date] as reviewed.

Copy the prompt

Copied

Merge duplicate [category A] and [category B] categories.

SEE HOW AUTH WORKS

Users authorize Era Context once. Their credentials stay vaulted, every call is checked, and every action is logged.

Authorize

Your user connects

Era Context MCP

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

Era Context MCP

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

Era Context MCP

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

Era Context MCP

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Same per-user auth pattern across other finance and accounting connectors.

GTM and RevOps Teams

Competitive intelligence briefing agent

Scans Gong calls for competitor mentions, matches each one to its Notion battlecard, and DMs every affected rep a single Slack digest per cycle. Every call runs as the PMM who owns the briefing, never a shared bot.

GTM and RevOps Teams

Outbound prospecting agent

Searches Apollo for prospects matching your ICP, scores and ranks them, drafts personalized outreach in Gmail, and logs every send to Google Sheets. Mail goes out as the rep, not from a shared inbox.

GTM and RevOps Teams

Deal intelligence agent

Pulls recent Gong calls, scores deal risk with an LLM, cross-references the record in Attio, and DMs each owner their at-risk deals in Slack. Every read is scoped to that rep's own access.

Support and Ops Teams

Support triage agent

Fetches new Zendesk tickets, classifies them by type and urgency, searches the Notion knowledge base for an answer, and routes what it cannot resolve to Slack. Every call runs on the support agent's own delegated OAuth.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.

// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

Era Context MCP today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access Era Context as the user or a shared account?

As the user. Each account authorizes once and Scalekit resolves their credential at request time. All edits are attributed to that user.

Where is the Era Context OAuth token stored?

In Scalekit's AES-256 vault, namespaced per tenant. Refresh is automatic. Tokens never appear in prompts or LLM context.

Can I prevent the agent from bulk-updating transactions?

Yes. Use listScopedTools to allow read-only operations — search and list — without granting the transactions_update tool.

What happens when a user revokes Era Context access?

The connection is invalidated on the next tool call. Subsequent requests fail closed. Other users remain unaffected.

Is this safe for production finance workflows?

Yes. Per-user credential isolation, scope enforcement before every call, and a 90-day audit trail are built in. Every edit executes as the authorizing user.

On this page

Tool and actions Framework Compatibility Starter Prompt Auth Lifecycle Try Other Agents Why Scalekit