Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
A local MCP server that provides read-only SQL access to financial accounts via Plaid, enabling natural language queries about transactions, balances, and holdings.
A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.
MCP server for personal finance management. Enables natural language expense logging, budgeting, recurring charge detection, and statement import with deterministic local calculations.
Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.
MCP server for personal finance via Open Finance, consolidating accounts and cards and answering spending questions with aggregated numbers. Provides tools for category spending, recurring subscriptions, budgets, card bills, and installment forecasts, with data stored locally in an encrypted SQLite database.