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.
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 local analysis of personal finance data from a Monter JSON export, answering questions about spending, subscriptions, debts, and more via MCP-capable assistants without any cloud servers.
Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
