Exposes SimpleFIN bank data (accounts and transactions) as tools for Claude Code, enabling users to connect to bank accounts, list balances, and fetch transactions.
Comprehensive Monarch Money integration with read and write support for accounts, transactions, budgets, cashflow, credit history, and more. Secure browser-based auth with tokens stored in the OS keychain. Installs in one click via .mcpb for Claude Desktop.
Enables users to connect bank accounts within a chat session using Sophtron's UCW widget and query account information, owner details, and transactions persistently.
Integrates the Sure self-hosted personal finance platform with Claude Desktop, enabling account management, transaction operations, category viewing, and AI chat via natural language.