personal-finance-mcp
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Alternatives to personal-finance-mcp
No user-submitted related servers found.
Related Servers
- AlicenseAqualityDmaintenanceA 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.24MIT
- AlicenseBqualityCmaintenanceA read-only MCP server that lets AI clients query real financial data (bank, credit card, loan, brokerage) via Plaid or Teller, offering tools for balances, transactions, investments, liabilities, identity, income, and debt analysis.24MIT
- FlicenseNot gradedqualityCmaintenanceEnables 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.-
- AlicenseCqualityAmaintenanceopen-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 cloud8913AGPL 3.0
- AlicenseNot gradedqualityDmaintenanceA local MCP server that provides read-only SQL access to financial accounts via Plaid, enabling natural language queries about transactions, balances, and holdings.MIT
- FlicenseNot gradedqualityBmaintenanceMCP 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.1-
TDQS
Scored across 9 tools
Each tool targets a distinct aspect of personal finance data (balances, transactions, investments, liabilities, etc.), with clear boundaries. There is no overlap in functionality; even transaction-related tools distinguish between regular, investment, recurring, and search operations.
All tools follow a consistent verb_noun pattern in snake_case, primarily using 'get_' for retrieval and 'list_' for accounts, which is predictable and unambiguous.
With 9 tools, the server is well-scoped for a personal finance data aggregator. Each tool serves a clear purpose without redundancy, covering core financial data retrieval needs.
The tool surface covers most essential read operations for personal finance: accounts, balances, transactions (multiple types), liabilities, and holdings. Minor gaps such as lack of categorization or income/expense summaries are acceptable for a focused data provider.