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.-
- FlicenseAqualityDmaintenanceExposes SimpleFIN bank data (accounts and transactions) as tools for Claude Code, enabling users to connect to bank accounts, list balances, and fetch transactions.4-
- AlicenseAqualityAmaintenanceLocal-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.12MIT
- AlicenseBqualityAmaintenanceEnables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.36MIT
- AlicenseNot gradedqualityBmaintenanceEnables local read-only exploration of Quicken Simplifi financial data through MCP, with tools for searching transactions, categories, tags, and merchants, using a local SQLite cache and token-based authentication.MIT
- AlicenseAqualityAmaintenanceThis MCP server bridges Copilot Money with AI platforms like Claude and Cursor. It provides tools for fetching transactions, account balances, and automated data cleanup. By enabling secure, programmable access to financial records, it allows agents to perform complex tasks like transaction tagging and spending audits autonomously.1490 npm79MIT
TDQS
Scored across 22 tools
Each tool targets a distinct function or domain: accounts, transactions, categories, transfers, subscriptions, budgets, audits, etc. Overlaps are minimal (e.g., multiple audit reports but for different areas) and descriptions are detailed enough to disambiguate.
Tool names consistently use snake_case and follow a descriptive noun_verb or noun_noun pattern (e.g., list_accounts, sync_now, budget_burndown). No mixing of conventions or cryptic abbreviations.
22 tools is above average but justified given the broad domain of personal finance (syncing, accounts, transactions, categories, budgets, transfers, subscriptions, audits). Each tool serves a specific purpose; however, a few report tools could potentially be consolidated.
The tool surface covers core operations (sync, read, categorize, budget, audit) and advanced features (subscription detection, transfer reconciliation). Missing is the ability to create/update/delete transactions or budgets directly, but the server is primarily analytical, so this is acceptable.