A
licenseNot graded
qualityD
maintenanceAI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.
1
MIT
MyFinanceBook
Server Details
Ask Claude about your income and spending, and import bank statements. No bank login.
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- OAuth
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- Transport
- Streamable HTTP
- URL
Related MCP Connectors
Not another dashboard. A wealth analyst for every asset a bank can't sync, inside Claude.
Chat with your bank data: balances, transactions, budgets, bills. Reads only, never moves money.
Read-only bank access for your AI agent. Connects Claude, ChatGPT, Cursor, Gemini, Codex.
Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Related MCP Servers
- AlicenseNot gradedqualityBmaintenanceEnables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.MIT
- FlicenseNot gradedqualityCmaintenanceEnables users to manage personal expenses, analyze spending patterns, track budgets, generate reports, and export data through natural language conversations with Claude.-
- FlicenseNot gradedqualityDmaintenanceEnables users to manage personal finances—tracking expenses, income, budgets, and generating summaries—through natural language commands via AI assistants like Claude.-
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