Skip to main content
Glama
personal-finance-mcp

personal-finance-mcp

by rutvikdumre

Related Servers

Alternatives to personal-finance-mcp

No user-submitted related servers found.

    Related Servers

    • A
      license
      B
      quality
      C
      maintenance
      Enables Claude to read UK bank account data—balances, transactions, cards, standing orders, direct debits, and identity—through TrueLayer's Data API, with local caching and optional live refreshes. It is read-only by design, requiring consent and never moving money.
      12
      1
      MIT
    • F
      license
      Not graded
      quality
      D
      maintenance
      Enables secure interaction with Plaid's Transactions API to sync, search, and analyze financial transactions from linked bank accounts using natural language queries.
      -
    • F
      license
      B
      quality
      B
      maintenance
      Enables Claude to answer read-only questions about Wealthsimple accounts via Plaid, including balances, holdings, allocation, investment activity, net worth, and connection health. CSV exports serve as a fallback when Plaid data is incomplete.
      5
      -
    • A
      license
      B
      quality
      F
      maintenance
      Query bank accounts, credit cards, and transactions via Sophtron's financial data API. Works with Claude Desktop and any MCP-compatible client.
      10
      1
      Apache 2.0
    • A
      license
      Not graded
      quality
      D
      maintenance
      Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.
      MIT
    • 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