Walletguide Docs

Walletguide for builders and agents

Everything the Walletguide app can do to your data, over a REST API, a CLI and an MCP server. One OpenAPI document behind all three.

Walletguide tracks what you own and what moves through it: bank and brokerage accounts, property, crypto, the transactions behind them, and the net worth and cash flow that come out. Everything the app does to that data, it does over an API you can use too.

There are three ways in, and they are the same surface underneath.

Start here

One document, three surfaces

The API is described by an OpenAPI 3.1 document. The CLI's commands, the MCP server's tools and every page of the reference are generated from it at build time. Nothing is hand-maintained, so a new route shows up in all three at once and none of them can quietly fall behind.

That is also why the names line up. GET /wallets/{walletId}/assets is the tool assets_list and the command walletguide assets list. Learn one and you can guess the others.

What it will not do

Walletguide reads from banks and brokers. It does not move money, and nothing here can. Every call is scoped to one wallet and needs a credential; there is no anonymous read.

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