Month end check
On the last Friday of the month Priya Nair asks how her budgets stand. Memtro reads the period summary and budgets: groceries is 60 pounds over, transport has 85 left, and two bills are still unpaid.
Firefly III + Memtro
Ask Firefly III what you spent this month and how each budget stands.
Connect Firefly III with your host and a personal access token and Memtro reads accounts and balances, transactions by date or search, budgets with spending and the period summary with net worth. Bank details are never read, and there is no hourly sync. When you ask, and once an administrator has granted them by name, it can record, edit, link or delete transactions, and create, change or delete accounts, budgets, bills, piggy banks, tags, categories and rules. This is bookkeeping and no money moves, but deletes are permanent, and deleting an account removes every transaction on it.
In Memtro
What you can do with Firefly III in Memtro
Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Firefly III tool, reads what it needs, and answers with the source cited.
What it does
- 01Accounts by type with current balance and last activity, never bank details
- 02Transactions by date window and type, or Firefly search, with category, budget and tags
- 03Budgets with spending per period, and bills with expected amount and next date
- 04The period summary: spent, earned, bills paid and unpaid, left to spend, net worth
- 05When asked and granted, records, edits or links transactions, sets budget limits, and creates or changes accounts, budgets, bills, piggy banks, tags, categories and rules that change future transactions
- 06When asked and granted, permanently deletes a transaction, tag, category, budget, bill, piggy bank, rule or an account with every transaction on it
Acts when asked
When you ask it to
These tools change something in Firefly III. The model is told to use them only when you ask for exactly that, and an administrator grants each one by name to the teams that may use it; a personal connection acts only after its owner allows it.
- 01Record a transaction (bookkeeping only, webhooks and rules off)
- 02Delete a transaction
- 03Create a tag
- 04Create a category
- 05Rename or redescribe a tag
- 06Rename a category or replace its notes
- 07Delete a tag
- 08Delete a category
- 09Overwrite fields of one split of a transaction, keeping every other split
- 10Create an account (asset, expense, revenue or liability)
- 11Create a budget
- 12Create a bill (expected recurring payment)
- 13Create an automation rule that changes future transactions
- 14Set a budget's limit for a period
- 15Rename a budget or change its active flag, notes or auto-budget
- 16Delete a budget (transactions stay)
- 17Overwrite named fields of an account, keeping every other field
- 18Delete an account with all its transactions and piggy banks
- 19Change a bill
- 20Delete a bill
- 21Create a piggy bank (savings goal) on an account
- 22Change a piggy bank's name, target, dates or notes
- 23Delete a piggy bank
- 24Create a rule group
- 25Delete an automation rule
- 26Create a recurring transaction's occurrence now
- 27Link two transactions
Events
When it happens
Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Firefly III for you. Each event can start a job, with the event as its input. Firefly III signs every delivery, and one whose signature does not check out is refused before it is read.
Events and webhooks- 01A transaction was created
- 02A transaction was updated
- 03A transaction was deleted
- 04A budget was created
- 05A budget was updated
- 06A budget was deleted
- 07A budget's amount was set or changed
- 08Any of the above
In practice
Ask it like you would a colleague
Once Firefly III is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.
Firefly III + Memtro
How much did we spend on groceries this month?
How is each budget doing so far this month?
Which bills are due in the next two weeks?
What is my net worth now compared with January?
Record a 42 pound withdrawal from the current account for the Acme lunch
Recording a payment
Dan Fletcher paid the Northwind conference fee in cash and asks Memtro to record it, then to cap the travel budget at 300 pounds for December. With both actions granted, Memtro records the 180 pound withdrawal with its category and sets the budget limit. No money moves anywhere.
Teams
Where it fits
The teams that lean on Firefly III most, a question each of them asks, and what they connect beside it.
- FinanceAsk the ledger questions in plain EnglishFinance lead, Credit control, Management accountant, Founder or CFO“Which invoices over £5k are more than 30 days overdue?”Used alongside Xero, Stripe, Postgres, HubSpot, QuickBooks Online and 10 more.
- LeadershipOne question across the whole companyFounder, Chief executive, Department head, Board member“What happened with our top ten accounts this week, and is anything at risk?”Used alongside HubSpot, Help Scout, Xero, Stripe, Linear and 6 more.
- OperationsMonitors and digests that run themselvesOperations lead, Analyst, Team manager, Administrator“List my jobs”Used alongside Help Scout, Stripe, Xero, Postgres, ShipEngine and 8 more.
Better together
Works with
A record in Firefly III is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.
- CRM and salesFirefly III with HubSpotContacts, companies, deals and tickets, with the rest of the company's memory attached.
- CRM and salesFirefly III with SalesforceAsk your CRM questions in plain English, down to the SOQL.
- CRM and salesFirefly III with Twenty CRMObjects, fields and records from the open-source CRM, and records it can create and change when you ask.
- SupportFirefly III with Help ScoutAI that reads your support conversations and cross-references the customer everywhere else.
- SupportFirefly III with ZendeskEvery ticket, reply and internal note, ready to be asked about.
- SupportFirefly III with IntercomCustomer conversations and the people behind them, in your company memory.
- Email, calendar and chatFirefly III with GmailSearch and read mail so the last thread with a customer is one question away, and send the reply when you ask.
- Email, calendar and chatFirefly III with SlackSearch messages, read channel history and threads, post when you ask, and answer when mentioned.
- Email, calendar and chatFirefly III with Google CalendarMeetings in a window, event details, and the next two weeks synced into memory, and events it can create, change or cancel when you ask.
Also in Finance and commerce
Using something else for the same job, or both? Each connector has its own tools; connect as many as you like.
- Xero
- Stripe
- Felloh
- Wise
- Starling Bank
- QuickBooks Online
- Shopify
- WooCommerce
NetSuite- Sage Accounting
Ramp- AWS Cost Explorer
- Dynamics 365 Business Central
- Square
- Brex
FreeAgent- GoCardless
- PayPal
- BigCommerce
- Chargebee
- Companies House
- Dynamics 365 Finance & Operations
- ERPNext
- Exact Online
- Lemon Squeezy
- Odoo
- Paddle
- Zoho Books
Holded- Mercury
Mollie
QuickFile
Recurly- Squarespace Commerce
Airwallex- Invoice Ninja
Maxio- Moneybird
Pennylane
Charity Commission (England and Wales)
Checkout.com
FCA Register- Payhawk
- RevenueCat
Soldo
Spendesk
Lago- Medusa
- Braintree
Recharge- PrestaShop
Katana
Chaser
Unleashed- Ecwid
Printful- SumUp
Orb
Quaderno
Donorbox
Avalara AvaTax
Billy
Cin7 Core
Codat
ComplyAdvantage- e-conomic
- Gumroad
inFlow Inventory- Klarna
- Adobe Commerce (Magento)
Metronome- Moss
MRPeasy
Persona
Precoro
Printify
Rydoo
Saleor
Snipcart
Swell- TeamUp
Veeqo
Zuora
VAT Sense
Paystack- Razorpay
- Shopware
Setup
How to connect
Connect withHost and personal access token
- 1
In Firefly III open Options → Profile → OAuth → Personal Access Tokens (the usual path, not confirmed), create a token named Memtro and copy it, shown once
- 2
The token carries all of its user's rights and data with no scopes. On a shared instance consider a dedicated Firefly III user
- 3
In Connections → Firefly III in Memtro type the Host name only, public over https with a trusted certificate, plus Install path and Port if needed, and paste the Personal access token
- 4
Ask how this month's budgets stand
Also works from
Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Firefly III tools are the same everywhere.
FAQ
Questions
Can Memtro change anything in Firefly III?+
Only when you ask, and only what it has been granted: record a transaction (bookkeeping only, webhooks and rules off); delete a transaction; create a tag; create a category; rename or redescribe a tag; rename a category or replace its notes; delete a tag; delete a category; overwrite fields of one split of a transaction, keeping every other split; create an account (asset, expense, revenue or liability); create a budget; create a bill (expected recurring payment); create an automation rule that changes future transactions; set a budget's limit for a period; rename a budget or change its active flag, notes or auto-budget; delete a budget (transactions stay); overwrite named fields of an account, keeping every other field; delete an account with all its transactions and piggy banks; change a bill; delete a bill; create a piggy bank (savings goal) on an account; change a piggy bank's name, target, dates or notes; delete a piggy bank; create a rule group; delete an automation rule; create a recurring transaction's occurrence now; link two transactions. Every other tool reads, searches or lists. The Connections page labels the tools that act, an administrator grants each one by name to the teams that may use it, and a personal connection acts only after its owner allows it.
Who can use a Firefly III connection?+
A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.
Does Memtro store my Firefly III data?+
Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.
How do I connect Firefly III?+
Host and personal access token. In Firefly III open Options → Profile → OAuth → Personal Access Tokens (the usual path, not confirmed), create a token named Memtro and copy it, shown once.
Can Firefly III start a job?+
Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Firefly III for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.
Connect Firefly III in a few minutes
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