Personal Finance Ai MCP

Personal Finance AI MCP Server - Financial Planning Intelligence

PyPI License: MIT MEOK AI Labs

Overview

Personal Finance AI MCP Server - Financial Planning Intelligence Built by MEOK AI Labs | https://meok.ai

Budget tracking, savings calculations, debt payoff planning, investment analysis, and tax estimation.

Tool	Description
`track_budget`	Analyze spending against recommended budget allocations.
`calculate_savings`	Calculate time to reach a savings goal with compound interest.
`plan_debt_payoff`	Create a debt payoff plan using avalanche or snowball method.
`analyze_investment`	Analyze investment growth with asset allocation modeling.
`estimate_tax`	Estimate US federal income tax liability.

pip install meok-personal-finance-ai-mcp

Add to your Claude Desktop MCP config (claude_desktop_config.json):

{
  "mcpServers": {
    "personal-finance-ai": {
      "command": "python",
      "args": ["-m", "meok_personal_finance_ai_mcp.server"]
    }
  }
}

from mcp.server.fastmcp import FastMCP

# This server exposes 5 tool(s) via MCP
# See server.py for full implementation

A

license - permissive license

-

quality - not tested

B

maintenance

–Maintainers

–Response time

–Release cycle

1Releases (12mo)