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invoices-mcp

invoices-mcp

by lucasoishi

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    • A
      license
      B
      quality
      C
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      Enables AI assistants to analyze a local bank statement CSV through seven tools covering spending by category, top merchants, recurring subscriptions, unusual or duplicate charges, end-of-month forecasts, and transaction search, plus a monthly review prompt. CSV files stay on the user's machine, with only aggregated results and matched transactions exposed to the assistant.
      7
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    • F
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      Enables an AI agent to answer questions about real spending from Brazilian bank accounts connected via Open Finance, with read-only access to accounts, cards, transactions, spending summaries, and recurring charges. Limited write actions only manage categories and sync requests within the service.
      -
    • A
      license
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      quality
      B
      maintenance
      Enables querying your own local bank and credit card statement files (CSV or PDF) in plain language, so you can discover forgotten recurring subscriptions, compare spending across months and quarters, and look up transactions without any bank logins or network calls.
      MIT
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables finding recurring charges, subscriptions, price increases, and possible double charges from a bank or card statement CSV, along with yearly cost estimates, without any bank login or uploads. It also inspects a CSV to show detected columns and row counts before analysis.
      548 npm
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    • F
      license
      Not graded
      quality
      D
      maintenance
      Enables personal expense management through CSV storage, allowing AI agents to add, query, and analyze expenses with automatic categorization and payment method validation.
      -
    • A
      license
      Not graded
      quality
      C
      maintenance
      Enables natural-language access to personal finance data, including consolidated balances, monthly overviews, transaction search, credit card invoices, recurring bills, budgets, category/tag reports, cash flow forecasts, and Open Finance status, with optional read/write tools.
      MIT

    TDQS

    A3.9/5.0

    Scored across 7 tools

    Disambiguation4/5

    Most tools have clearly distinct purposes: list_banks vs list_invoices separate source banks from statement files, search_transactions is item-level, compare_months and find_recurring_charges are specific analyses. spending_summary and monthly_totals overlap somewhat since both produce aggregated totals, but the monthly and category/bank breakdowns help differentiate them.

    Naming Consistency4/5

    All names use consistent snake_case, which is good. However, the verb-first convention (list_, search_, compare_, find_) is broken by two noun-phrase names (spending_summary, monthly_totals), a minor deviation that is still readable.

    Tool Count5/5

    Seven tools sit squarely in the well-scoped range for an invoice-analysis server. Each tool covers a distinct analytic need (inventory, totals, trends, search, comparison, recurring detection) with no redundant entries.

    Completeness4/5

    The read-only analysis surface is well covered: discovery, summaries, monthly trends, search, comparison, and recurring-charge detection. Minor gaps remain, such as per-transaction drill-down detail or category management, but these are workable given the apparent read-only scope.

    Maintenance

    ActivityMaintained
    ResponsivenessNo recent community issues