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.
MCP server for personal finance management. Enables natural language expense logging, budgeting, recurring charge detection, and statement import with deterministic local calculations.
A local MCP server for analyzing CSV files from your filesystem, particularly suited for chatbot conversation logs. Allows listing, reading, filtering, merging, and statistical analysis of CSV data via natural language.
A comprehensive MCP server for managing personal finances, enabling users to track expenses, manage budgets, monitor financial goals, and analyze spending patterns through an AI assistant. All data is stored locally in SQLite for complete privacy.
Read-only MCP server that lets local AI agents query bank transactions stored in a local SQLite database, with tools for accounts, transaction search, spending summaries, recurring charges, trends, themes, subscriptions, and store health.
A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.
