Exposes personal-finance tools like accounts, transactions, spending analysis, budgets, bills, reminders, portfolio, and goals via MCP, enabling any MCP client to query financial data.
Provides an MCP server for querying and managing Monarch Money personal finance data through a local SQLite mirror with read-only SQL access. It enables users to sync transaction history from the Monarch API and analyze accounts, categories, and tags.
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.
MCP server for personal finance via Open Finance, consolidating accounts and cards and answering spending questions with aggregated numbers. Provides tools for category spending, recurring subscriptions, budgets, card bills, and installment forecasts, with data stored locally in an encrypted SQLite database.
Provides tools for managing personal finances via MCP, including accounts, transactions, debts, savings, budgets, and asset tracking, with summaries and reporting capabilities.
open-source personal finance app with a first-party MCP server. 91 HTTP tools (OAuth 2.1 + DCR) and 87 stdio tools cover transactions, budgets, accounts, portfolio analytics, FX conversion, loans, subscriptions, goals, importers, and rules. Users self-host with Docker + PostgreSQL or use the managed cloud