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joohyukjung

finance-mcp

by joohyukjung
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TypeScript
Remote

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

simulate_loan

Loan simulation (mortgage, car, student, personal) with amortization table

calculate_budget

Monthly budget analysis with savings rate and 50/30/20 rule

compare_investments

Compare investment options with nominal, real, and after-tax returns

calculate_retirement

Retirement planning — how much to save monthly to reach your goal

tax_optimizer

French tax analysis and optimization (bareme progressif, PFU, PER, PEA)

inflation_calculator

Real value of money over time with inflation scenarios

Related MCP server: wealth-engine

Installation

npm install -g finance-mcp

Usage 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 test

License

MIT - SceneView Tools

See TERMS.md and PRIVACY.md for full terms and privacy policy.

This server cannot be installed

A
license - permissive license
Not graded
quality - not tested
C
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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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