personal-finance MCP servers & tools

MCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.

MCP server exposing Actual Budget accounts, transactions, budgets and reporting to LLM assistants.

Self-hosted life OS: habits, goals, tasks, finances and notes over a token-protected API.

Read-only access to Quicken For Mac financial data: transactions, spending, and portfolios.

MCP server for ZenMoney personal finance app

Monarch Money API client with 30 MCP tools for accounts, transactions, budgets, and cashflow.

54 robust financial calculators based on deterministic mathematical principles.

Read and manage Copilot Money personal finance data — 30 tools for transactions, budgets, accounts, recurring charges, investments, and goals. Reads are 100% local from the Firestore cache; opt-in writes (--write) go directly to Copilot's GraphQL API.

Ask your governed X1 record: entities, trusts, policies, documents, decisions. Cited or declined.

Zero-Based Budgeting tools: budget plans, runway, net worth, savings goals, debt payoff plans.

Open-source personal finance app with a first-party MCP server (54 HTTP / 89 stdio tools). Track and query income, expenses, budgets, investments, loans, subscriptions, and goals from any MCP client. OAuth 2.1 + DCR for hosted access, stdio for local. Per-user encryption at rest. Self-host with Docker + PostgreSQL or use the managed cloud.

Self-hosted personal finance app with bank sync, budgets, net worth and investment tracking

MCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more

Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.

Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.

Personal finance calculators — mortgage payments, compound interest, FIRE retirement number, loan comparison, true credit cost, and debt payoff. 8 tools, zero API keys, works with uvx axiom-calculator-mcp.

Read-only live access to Australian bank (CDR/open banking) and global brokerage data for AI agents.

Personal finance calculations across 7 countries (US, UK, CA, AU, AE, SA, India) plus Sharia-compliant Islamic finance (Zakat, Murabaha, Ijarah, Mudarabah, Hajj savings, halal stock screening). 17 tools wrapping the deterministic calcnook engine — income tax, SIP/EMI/loans, retirement, EOSG, VAT, currency formatting (incl. Indian lakh/crore), and BMI/BMR/TDEE. Zero API keys, pure stdlib. Install with uvx calcnook-mcp.

Unofficial MCP server for fintable.io — manage financial categories, rules, and transactions.

Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.

Personal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more

Personal finance MCP server with budgeting, analytics, and PostgreSQL.

Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…

Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.

Query your real net worth, spending, transactions, budgets and portfolio from any MCP client.

Search, compare and estimate rewards across US credit cards. Verified fees, APRs and bonuses.

See what's left this period, log spending, and manage your Budgey budget.

Personal finance for AI agents: accounts, budgets, goals, 9-strategy debt payoff, reports. OAuth 2.1

Your own Bilance finances: balances, transactions, budgets, recurring payments, net worth.

Connect your Atacadão account to AI via Brazil's Open Finance: balances, statements, cards, investme

Connect your Banrisul account to AI via Brazil's Open Finance: balances, statements, cards, investme

Connect your BV account to AI via Brazil's Open Finance: balances, statements, cards, investments. R

Connect your Dock account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Connect your Méliuz account to AI via Brazil's Open Finance: balances, statements, cards, investment

Connect your Mercado Pago account to AI via Brazil's Open Finance: balances, statements, cards, inve

Connect your Next account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Personal finance by Poupa AI. Read balance grouped by bank/category/card/month, transactions filtere

Connect your Rico account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Connect your Sam's Club account to AI via Brazil's Open Finance: balances, statements, cards, invest

Connect your Unicred account to AI via Brazil's Open Finance: balances, statements, cards, investmen

Connect your Woop account to AI via Brazil's Open Finance: balances, statements, cards, investments.

Read-only bank access for your AI agent. Connects Claude, ChatGPT, Cursor, Gemini, Codex.

Read your accounts, budgets and net worth, and draft changes you confirm.

Personal finance: log expenses in plain language, track accounts, budgets and spending

Personal finance plan from a person's own bank data: stage, budget, categories, decisions.