51 available actions

What your AI agent can do in Era Context MCP

Era Context MCP lets agents access authorized financial context and perform supported banking, brokerage, social, resource, and billing workflows through Era. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Transactions search transactionsSearch and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit).
Transactions update transactionsUpdate the category, merchant name, description, or review status on one or more transactions.

Browse all 51 actions by capability

Open a capability to see every supported action and its description.

Other actionsSpecialist and administrative actions.View 51 actionsHide actions

Accounts check account balanceGet the current and available balance for a specific account, including credit limit if applicable.
Accounts list financial accountsList all linked bank accounts, credit cards, and investment accounts with current and available balances.
Accounts manage accountManage financial accounts in the user's universe — both manually tracked accounts and accounts synced from a connected banking provider.
Accounts set account visibilitySet the visibility of a single financial account.
Accounts toggle balance backfillToggle balance backfill for an account group.
Billing cancel subscriptionInitiate subscription cancellation.
Billing get current planGet the user's current subscription plan, tier, usage against meter limits, and what the next tier up would unlock.
Billing list paymentsList the user's past invoices — what they were charged, when, for which service period, and whether each was paid.
Billing list plansList all available subscription plans with pricing, billing periods, feature comparisons relative to the user's current tier, and free trial eligibility.
Billing list subscriptionsList what the user is actually being charged for right now, read live from Stripe, broken down by individual line item.
Billing uncancel subscriptionUn-cancel a subscription that Stripe holds a scheduled cancellation for, in either of the two mutually exclusive expressions Stripe stores one in: the…
Billing upgradeStart a subscription upgrade or plan change.
Connections connect bank accountInitiate a bank account connection flow.
Connections disconnect institutionPermanently disconnect a bank institution.
Connections list connectionsList every one of the user's bank connections with an honest, provider-agnostic status for each: whether it is healthy, syncing with no data yet, needs reconnecting, is…
Connections set proactive sync modeRecord whether Era may proactively ask a bank connection's provider for fresh data on its own schedule.
Connections trigger connection resyncTrigger an on-demand data resync for a bank connection.
Help get helpGet contextual help and onboarding guidance for Era Context.
Insights analyze spendingBreak down spending by category, merchant, account, week, or month.
Insights compare spending periodsCompare spending between any two time periods side-by-side with pre-computed deltas and percentage changes.
Insights forecast spendingEstimate how much the user will spend by the end of the current period based on their spending pace so far.
Insights get cash flowAnalyze income, spending, and net cash flow over multiple weeks or months (up to 12 periods) with computed averages.
Insights get daily category spendingGet a per-day, per-category spending breakdown for a calendar month.
Insights get daily financial summaryGet daily financial calendar for a month.
Knowledge confirm or reject inferenceConfirm or reject a fact that was inferred by the system.
Knowledge defer questionSkip or snooze an onboarding question.
Knowledge forgetRetract or delete a previously recorded fact about the user.
Knowledge get financial context and overviewLoad the user's profile, complete financial snapshot (all account balances, net worth, this month vs.
Knowledge get pending questionsGet the next onboarding questions to ask the user.
Knowledge recall historyGet the version history of a specific fact about the user.
Knowledge rememberRecord a fact, preference, goal, or observation about the user.
Knowledge reset pack questionsWarning: 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.
Knowledge show question uiPresent an onboarding question using a visual input control (slider, date picker, multi-select checklist, etc.).
Nurture get my statusGet the caller's own nurture (lifecycle email) campaign enrollment status — which campaigns they are currently enrolled in, their progress through each, and whether…
Nurture set subscriptionSubscribe the caller to, or unsubscribe them from, a nurture (lifecycle email) campaign.
Referral get dashboard ssoGet a single-use SSO magic link to open the user's Rewardful affiliate dashboard.
Referral get referral linkGet the user's referral link if they are enrolled in the referral program.
Referral get referral statsGet the user's referral performance statistics: visitors, conversions, earned commissions, and pending commissions.
Referral join referral programJoin the referral program by creating a Rewardful affiliate for the authenticated user.
Referral switch referral campaignMove the user's referral programme onto a different track.
Transactions import csv transactionsImport transactions from inline CSV text into a manual account.
Transactions list recurring chargesList detected recurring transactions — subscriptions (Netflix, Spotify), bills (rent, utilities), and regular income (salary, freelance) — with estimated monthly…
Transactions list spending categoriesList all available spending categories organized in a parent/child hierarchy (e.g., 'Daily living' contains 'Groceries', 'Dining out', etc.).
Transactions list transactionsList recent transactions with pagination, optionally filtered by account and date range.
Transactions manage automation rulesCreate and manage automation rules that automatically organize the user's transactions.
Transactions manage categoriesCreate, rename, hide, unhide, delete, or merge spending categories.
Transactions manage manual transactionBatch-manage transactions on a manually tracked account.
Transactions manage transaction tagsCreate, list, update, or delete tags, and attach or detach them from transactions.
Transactions manage transfer linksList, confirm, or reject detected transfer links between the user's accounts.
Transactions search transactionsSearch and filter transactions by merchant name, description, amount range, date range, and direction (debit/credit).
Transactions update transactionsUpdate the category, merchant name, description, or review status on one or more transactions.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Era Context MCP account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Era Context MCP

How does the agent connect to Era Context MCP?

You sign in with your own Era Context MCP account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Era Context MCP at any time.

What can the agent actually do in Era Context MCP?

The page above lists the 51 actions currently available through the Era Context MCP connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Era Context MCP included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Era Context MCP is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Era Context MCP to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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