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

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.