Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@finanze-mcp what's my current net worth?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
An MCP server for Finanze, the self-hosted portfolio manager.
It lets an AI assistant (Claude Code, Claude Desktop…) read your Finanze portfolio and run financial calculations in plain language — "what's my net worth?", "show my crypto positions", "simulate this mortgage".
It talks to your local Finanze backend over its HTTP API and exposes a read-only tool set (plus optional live-refresh). It never changes your data.
See your portfolio: positions, contributions, transactions, net-worth timeline, history.
Markets: exchange & Euribor rates, stock/fund/ETF lookup, crypto asset search.
Real estate & cash flows: properties, recurring and pending flows.
Calculations: loan/mortgage amortization, savings projections, portfolio forecast.
Optional live refresh (off by default): trigger a data fetch from your connected banks, brokers and crypto wallets.
Related MCP server: Sharesight MCP Server
A running Finanze backend (default http://localhost:7592).
Python 3.11+.
git clone https://github.com/adriadam10/finanze-mcp.git
cd finanze-mcp
pip install -e .Copy the example env file and fill in your Finanze credentials (used to unlock the local DB):
cp .env.example .envFINANZE_BASE_URL=http://localhost:7592
FINANZE_USERNAME=your-username
FINANZE_PASSWORD=your-passwordFrom the project folder:
claude mcp add --scope user --transport stdio finanze -- python -m finanze_mcpOr rely on the bundled .mcp.json (project scope): open Claude Code in this directory with
FINANZE_USERNAME / FINANZE_PASSWORD exported, and it's picked up automatically.
Then just ask Claude things like "what's my current net worth?".
Claude Desktop: add the same
command/args/envto yourclaude_desktop_config.jsoninstead (Claude Desktop doesn't use.mcp.json).
Disabled by default. To expose the fetch tools (they make real calls to your banks/brokers and may require 2FA), set:
FINANZE_ENABLE_FETCH=truepip install -e ".[dev]"
pytest # tests
ruff check . # lintThis server cannot be installed
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Connect AI agents to bank accounts, transactions, balances, and investments.
Ask your AI about bank accounts, spending, debts, holdings, and investment activity.
Connect your Nubank account to AI via Brazil's Open Finance: balances, statements, cards, investment
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/adriadam10/finanze-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server