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.
A lightweight MCP server for managing personal finances locally. It allows users to log transactions, view summaries, manage categories, and interact with their budget via any MCP-compatible LLM client.
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.
Enables querying personal finance data including accounts, transactions, spending, holdings, net worth, and budgets from your self-hosted OpenCoffer instance. Supports natural language queries through any MCP-compatible client.
A read-only MCP server that enables users to analyze their real bank, credit card, loan, and brokerage data through Plaid. It provides financial analysis tools for transactions, balances, investments, liabilities, and debt while keeping all access tokens and data locally stored.
Converts Quicken QIF files into a queryable DuckDB database and exposes financial data through MCP tools, enabling LLMs to query transactions, accounts, and summaries.
