A
licenseNot graded
qualityB
maintenancePersonal Finance AI - MCP server providing AI-powered tools and automation by MEOK AI Labs
8
MIT
finance-mcp
by joohyukjung
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., "@finance-mcpSimulate a 20-year loan of €250,000 at 3.5% interest"
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.
finance-mcp
Personal finance MCP server for AI assistants. Loan simulation, budgeting, investment comparison, retirement planning, French tax optimization, and inflation calculator.
DISCLAIMER: This is NOT financial advice. All calculations are for informational and educational purposes only. Results use simplified models and may not reflect all real-world variables. Always consult a qualified financial advisor before making any financial decisions.
Tools
Tool | Description |
| Loan simulation (mortgage, car, student, personal) with amortization table |
| Monthly budget analysis with savings rate and 50/30/20 rule |
| Compare investment options with nominal, real, and after-tax returns |
| Retirement planning — how much to save monthly to reach your goal |
| French tax analysis and optimization (bareme progressif, PFU, PER, PEA) |
| Real value of money over time with inflation scenarios |
Related MCP server: wealth-engine
Installation
npm install -g finance-mcpUsage with Claude Desktop
Add to your claude_desktop_config.json:
{
"mcpServers": {
"finance": {
"command": "npx",
"args": ["finance-mcp"]
}
}
}Pricing
Tier | Price | Limits |
Free | $0/month | 20 tool calls/month |
Pro | $14.99/month | Unlimited |
Development
npm install
npm run build
npm testLicense
MIT - SceneView Tools
See TERMS.md and PRIVACY.md for full terms and privacy policy.
This server cannot be installed
Maintenance
ActivitySlowing
ResponsivenessNo issues
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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