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bank-mcp

bank-mcp

by pritch56

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      Enables AI assistants to read a verified household financial record across linked accounts, including holdings, transactions, fees, performance, cash flow, advisors, diagnostics, and score findings. It can also refresh connections and manage manually tracked assets or liabilities inside the service, but cannot move money or place trades at financial institutions.
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    TDQS

    A3.5/5.0

    Scored across 5 tools

    Disambiguation4/5

    Most tools target clearly distinct data: connections, accounts, balances, transactions, pending items. list_transactions and list_pending overlap in domain (both return transactions), but descriptions make the settled vs. unsettled distinction clear, so confusion is limited.

    Naming Consistency5/5

    All five tools follow a consistent verb_noun pattern: list_connections, list_accounts, list_transactions, list_pending, and get_balance. Predictable and easy to scan.

    Tool Count5/5

    Five tools is well-scoped for a read-only banking data surface; each tool covers a distinct query need without bloat.

    Completeness4/5

    The read surface is solid: consent status, accounts, balances, settled and pending transactions, with pagination on the one listing that needs it. Minor gaps exist—no account detail/routing info, no transaction lookup by merchant or ID, and no write operations like transfers, though those may be intentionally out of scope.

    Maintenance

    ActivityMaintained
    ResponsivenessNo issues