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albeorla

financial-agent

by albeorla

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Alternatives to financial-agent

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    Related Servers

    • A
      license
      Not graded
      quality
      C
      maintenance
      Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.
      62 npm
      MIT
    • F
      license
      Not graded
      quality
      B
      maintenance
      Enables personal finance management through natural language, including tracking income/expenses, categories, loans, subscriptions, budgets, and AI-powered insights, all backed by a local SQLite database.
      1
      -
    • A
      license
      Not graded
      quality
      B
      maintenance
      Enables AI assistants to read, write, and audit personal finance data over a single SQLite file, covering transactions, receipts (including receipt photos as image blocks), budgets, categories, and line-item price tracking. Every write is an idempotent, soft-deleted, audited upsert so agents can safely transcribe and organize spending.
      19 npm
      MIT
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI agents to operate a self-hosted double-entry personal finance ledger: answering spending, net-worth and cash-flow forecast questions, searching transactions, and managing schedules, rules and imports through audited, reversible tools. Read and write access is scoped by token, with privacy controls over what financial details reach the agent.
      1
      AGPL 3.0
    • A
      license
      B
      quality
      C
      maintenance
      Enables an agent to query local financial ledgers for expenses, investments, and income, with tools for savings rate, accounts, sync, and reconciliation.
      18
      MIT
    • A
      license
      Not graded
      quality
      B
      maintenance
      Enables AI assistants to manage personal finances through natural language, including adding, editing, listing, and deleting expenses, organizing them into categories, and setting monthly budgets with overspend warnings. It also provides spending summaries with month-over-month comparisons, budget status checks, and exportable Markdown or CSV reports, all backed by PostgreSQL storage with Google OAuth-authenticated per-user accounts.
      MIT

    TDQS

    B3.1/5.0

    Scored across 55 tools

    Disambiguation4/5

    Tools are largely distinct with clear purposes, but the high number (55) may cause some confusion. For example, multiple 'apply_*' and 'list_*' tools are differentiated by their target entities, and detailed descriptions help. A few tools like 'run_background_sync' and 'run_live_validation' have overlapping scopes but are still distinguishable.

    Naming Consistency5/5

    All tool names follow a consistent verb_noun pattern using snake_case (e.g., 'apply_obligation_instances', 'list_drift_findings', 'sync_simplefin'). The pattern is predictable and helps agents infer functionality. No mixed styles or vague verbs are present.

    Tool Count2/5

    With 55 tools, the server is significantly over the typical well-scoped range (3-15). While each tool addresses a specific need in finance management, this large surface area can overwhelm agents and increase selection errors. The domain could likely be consolidated without losing coverage.

    Completeness4/5

    The tool set covers a broad lifecycle for obligations, income, reconciliation, drift detection, guardrails, and syncing. Key operations like creation, reading, updating, and deletion are present for most entities, though some CRUD gaps exist (e.g., no explicit delete for obligations). The inclusion of 'verify_grounding' shows attention to integrity.

    Maintenance

    ActivitySlowing
    ResponsivenessNo issues