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Related Servers

Alternatives to firma

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    Related Servers

    • A
      license
      C
      quality
      A
      maintenance
      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
      89
      17
      AGPL 3.0
    • F
      license
      Not graded
      quality
      Not graded
      maintenance
      mcprice ⚡ MCP Server for real-time stock & crypto prices in Claude Desktop / Cursor. Stocks → Yahoo Finance (no API key needed) Crypto → Binance Public API (no API key needed) Companion to: revolut-pulse (insider trades)
      -
    • A
      license
      A
      quality
      C
      maintenance
      Local-first crypto portfolio aggregation across exchanges (Bybit, Binance), EVM and Solana wallets, and Polymarket. Read-only credentials, runs as a local MCP server. Data aggregation only, not financial advice.
      15
      69 npm
      5
      MIT
    • A
      license
      Not graded
      quality
      B
      maintenance
      Local-first markdown vault with a built-in MCP server (streamable HTTP). 16 tools and 2 resources for Claude Code / Desktop / Cursor: read/write/search plus context_for_query, find_orphans, weekly_digest, compare_notes, semantic_outline. Per-folder agent permissions, LanceDB vectors, local Xenova ONNX embedder swappable to Ollama. Single Bun binary. AGPL.
      33
      AGPL 3.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Self-hosted financial data terminal for AI agents. Scrapes and serves SEC filings (full-text search), 13F institutional holdings, insider and congressional trades, FINRA short data, FRED economic indicators, CFTC futures positioning, VIX/put-call ratios, and daily stock prices over MCP.
      230
      AGPL 3.0
    • A
      license
      B
      quality
      A
      maintenance
      Provides 32 trading analysis tools for AI-powered market analysis, including real-time data, technical indicators, options Greeks, scanners, and Interactive Brokers portfolio management, all accessible via natural language in Claude Desktop.
      36
      368
      MIT

    TDQS

    A4/5.0

    Scored across 37 tools

    Disambiguation4/5

    Tools are grouped by domain (transactions, balance, flow, portfolio, market analysis) with clear descriptions. Some overlap exists between get_market_brief and show_portfolio, but descriptions clarify the primary vs drill-down roles. Overall, distinct purposes are well-maintained.

    Naming Consistency5/5

    Almost all tools follow a consistent verb_noun pattern (add_*, delete_*, edit_*, show_*, etc.). Exceptions like 'report' and 'sync' are still clear and do not break the pattern. Excellent consistency.

    Tool Count3/5

    At 37 tools, the server is heavy but covers a broad domain (personal finance, investments, market data). While many tools are justified, the count is on the high side for typical MCP servers, potentially overwhelming for users.

    Completeness5/5

    The tool surface is remarkably complete: CRUD for transactions, balance, flow, snapshots; analytical reports, market data, projections, risk metrics, thesis tracking, and profile management. Nearly every common financial operation is supported without obvious gaps.

    Maintenance

    ActivityActive
    ResponsivenessSyncing