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finance-mcp

finance-mcp

by joohyukjung
OverviewSchemaSourceRelated ServersDiscussionsAdmin
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.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

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    Maintenance

    ActivityInactive
    ResponsivenessNo recent community issues

    Resources

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