finanze-mcp

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.

What it can do

• 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

Requirements

• A running Finanze backend (default http://localhost:7592).

• Python 3.11+.

Install

git clone https://github.com/adriadam10/finanze-mcp.git
cd finanze-mcp
pip install -e .

Configure

Copy the example env file and fill in your Finanze credentials (used to unlock the local DB):

cp .env.example .env

FINANZE_BASE_URL=http://localhost:7592
FINANZE_USERNAME=your-username
FINANZE_PASSWORD=your-password

Use with Claude Code

From the project folder:

claude mcp add --scope user --transport stdio finanze -- python -m finanze_mcp

Or 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 / env to your claude_desktop_config.json instead (Claude Desktop doesn't use .mcp.json).

Optional: live data refresh

Disabled by default. To expose the fetch tools (they make real calls to your banks/brokers and may require 2FA), set:

FINANZE_ENABLE_FETCH=true

Development

pip install -e ".[dev]"
pytest        # tests
ruff check .  # lint

License

MIT