Provides tools for managing personal finances via MCP, including accounts, transactions, debts, savings, budgets, and asset tracking, with summaries and reporting capabilities.
A personal financial management tool that enables AI assistants to record transactions, check balances, and provide monthly financial summaries via the Model Context Protocol. It allows users to manage their expenses and income through natural language interactions using standardized MCP tools and resources.
Enables personal finance management through natural language: log expenses, snap receipt photos, and import bank statements. Computes budgets, trends, and net worth in any currency, with data persisted and accessible via MCP.
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
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