finance-mcp
Related Servers
Alternatives to finance-mcp
No user-submitted related servers found.
Related Servers
- 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.-
- AlicenseAqualityCmaintenanceSelf-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.98MIT
- 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
- AlicenseBqualityAmaintenanceEnables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.36MIT
- AlicenseBqualityAmaintenanceA read-only MCP server that connects AI clients to your own bank, credit card, loan, and brokerage data through Plaid or Teller, letting you query accounts, balances, transactions, holdings, liabilities, identity, income, and run debt avalanche/snowball payoff analysis. Credentials and access tokens stay locally in a chmod-600 SQLite file, with outbound calls limited to the provider's API.241MIT
- 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 cloud8917AGPL 3.0
TDQS
Scored across 12 tools
Each tool has a clearly distinct purpose: sync operations for different data types, monthly rollups, institution linking, health checks, audit logs, and unlink. No overlap or ambiguity.
Tool names consistently follow a verb_noun pattern (e.g., sync_transactions, rollup_month, link_start). Even single-word names like healthcheck fit the pattern (verb as noun). No mixing of conventions.
12 tools is well-scoped for a finance management server covering syncing, monthly rollups, institution linking, healthchecks, and audit logs. Each tool earns its place without redundancy.
The set covers core lifecycle: link, sync (transactions, balances, holdings, liabilities), rollup, unlink, healthcheck, audit. Minor gaps: no tool for manual transaction editing or single-institution transaction sync, but the domain is well-covered overall.