TemplatesRead-only

List Templates

list_templates

List dashboard/widget templates visible to the workspace (builtin + workspace + public), with optional facets.

Parameters

ParameterTypeRequiredDescription
namespaces"builtin" | "workspace" | "community"[]optionalInput for namespaces.
grain"widget" | "dashboard"optionalInput for grain.
category"personal-finance" | "budgeting" | "cash-flow" | "net-worth" | "spending" | "income" | "investing" | "portfolio" | "loans-debt" | "savings-goals" | "business-finance" | "tax" | "subscriptions" | "forecasting" | "other"optionalInput for category.
tags"overview" | "deep-dive" | "monitoring" | "reconciliation" | "planning" | "daily" | "weekly" | "monthly" | "quarterly" | "annual" | "consumer" | "prosumer" | "smb" | "advisor" | "single-metric" | "comparison" | "trend" | "breakdown" | "table-heavy"[]optionalInput for tags.
limitintegeroptionalInput for limit.

Example call

The tool call an MCP client sends (required arguments shown with placeholder values).

{
"tool": "list_templates",
"arguments": {}
}

Use this tool in

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