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Personal Finance MCP

Personal Finance MCP

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    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to access and analyze stocks, ETFs, crypto, forex, commodities, economics, company fundamentals, and market insights through 250+ financial data tools. Supports dynamic toolset loading and multiple deployment modes for flexible integration.
      332 npm
      Apache 2.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to access and analyze financial data through 250+ tools covering stocks, ETFs, crypto, forex, commodities, economics, company fundamentals, statements, metrics, technical indicators, quotes, news, SEC filings, and more. Supports dynamic, static, or full tool loading for flexible integration.
      332 npm
      Apache 2.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to access and analyze financial data such as stocks, ETFs, crypto, forex, commodities, company fundamentals, financial statements, and market insights through 250+ configurable tools.
      332 npm
      Apache 2.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to query and analyze stocks, ETFs, crypto, forex, commodities, company fundamentals, financial statements, market news, and economic data through 250+ tools, with dynamic, static, or full toolset modes.
      332 npm
      Apache 2.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables AI assistants to access and analyze financial data, stock information, company fundamentals, market insights, and broader market datasets through a financial data API, with hundreds of tools across stocks, ETFs, crypto, forex, commodities, and economics.
      332 npm
      Apache 2.0
    • A
      license
      Not graded
      quality
      A
      maintenance
      Enables natural-language financial and market research across SEC filings, earnings transcripts, company financials, stock and crypto market data, and prediction markets, returning structured, source-backed insights. It also exposes live documentation tools and resources for setup, troubleshooting, and workflow discovery.
      MIT

    TDQS

    B3.3/5.0

    Scored across 77 tools

    Disambiguation3/5

    Many tools cover similar financial concepts (e.g., calculate_emergency_fund and calculate_contingency_fund, assess_risk_profile and suggest_asset_allocation), causing potential confusion. However, most tools have distinct descriptions that clarify their specific use case.

    Naming Consistency5/5

    All tool names follow a consistent verb_noun pattern in snake_case (e.g., calculate_future_value, plan_retirement). Verbs are descriptive and the pattern is maintained across all 77 tools.

    Tool Count3/5

    77 tools is high for a single MCP server, covering a vast range of personal finance calculators and metrics. While thorough, the count borders on overwhelming, and some tools are redundant (e.g., duplicate emergency fund tools).

    Completeness4/5

    The tool set covers an extensive range of personal finance domains: time value of money, loans, insurance, retirement, education, mutual funds, stocks, derivatives, and financial health. Minor gaps exist (e.g., tax planning), but the surface is remarkably comprehensive.

    Maintenance

    ActivityInactive
    ResponsivenessResponsive