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.
Provides tools for managing personal finances via MCP, including accounts, transactions, debts, savings, budgets, and asset tracking, with summaries and reporting capabilities.
Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.
Enables secure, read-only access to personal European bank accounts through Enable Banking and Cloudflare Workers, allowing MCP clients to list accounts, retrieve balances, search transactions, and summarize cash flow.
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.
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
