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finance-mcp

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      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.
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      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
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      AGPL 3.0

    TDQS

    A4/5.0

    Scored across 12 tools

    Disambiguation5/5

    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.

    Naming Consistency5/5

    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.

    Tool Count5/5

    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.

    Completeness4/5

    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.

    Maintenance

    ActivityActive
    ResponsivenessUnresponsive