Provides a stable read-only schema for Grafana dashboards, enabling personal finance data and metrics to be visualized and monitored in Grafana.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Purser MCP Server How much did we spend on groceries last month, compared with the month before?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Self-hosted personal finance that your AI agent runs for you.
Purser keeps your household's books (bank accounts, cards, bills, investments) in a proper double-entry ledger on your own hardware. You don't click through screens to manage it. You ask your AI agent (Claude, Codex, an OpenClaw agent or any other MCP client), and the agent works with Purser through a purpose-built set of tools. Every write it makes is attributed, audited and reversible.
đź“– Documentation: https://mlamoure.github.io/purser/
Once your agent is connected, everyday money questions become one sentence:
"How much did we spend on groceries last month, compared with the month before?"
"What's our net worth, and how has it changed this year?"
"Will checking stay above $500 until the end of the month?"
"Which bills haven't come in yet?"
"Here's my card statement email. Set the payment to the statement balance."
"Anything new or unusual since yesterday?"
Purser computes the answers on the server (totals, balances, forecasts), so they're exact. Your agent explains them; it doesn't do the arithmetic.
Related MCP server: finledger
Automatic bank sync through SimpleFIN Bridge: checking, savings, credit cards and brokerage accounts, synced daily.
Import your history from Quicken (QIF) or CSV exports, with a preview before anything is written. Re-importing never creates duplicates.
Investments: holdings from your brokerage feed, or tracked by hand, priced daily and included in net worth.
Double-entry ledger behind a simple API. Every transaction balances, and posted entries are never edited. Corrections are linked reversals.
The raw bank data is kept. Every payload is archived exactly as it arrived before anything is derived from it.
Reconciliation against your statements, so every account can be checked against the bank.
Transfers between your own accounts are recognized and linked, so they don't count as spending.
Recurring bills and income are detected for you, or you add them as schedules. Each expected payment is matched against what actually arrives.
Late bills and price changes are flagged.
Cash-flow forecasting runs each account forward from your schedules, with no guesswork models. Purser warns you before an account drops below the floor you set.
100 ready-made categories in a hierarchy you can reshape.
Rules categorize and rename payees automatically. A new rule stays a draft until you activate it.
A review inbox for new transactions, plus a suggestions inbox where Purser proposes bills, transfer links and matches for you to accept or decline.
Memories: short notes about your finances ("the HOA bill is annual") that your agent gets as context.
Optional AI categorization. Everything else works without any AI provider.
MCP first. 46 tools cover spending summaries, net worth, forecasts, search, schedules, rules and more, plus a full REST API with OpenAPI.
Scoped access. Give your agent a read + write token. It can act for you but can never create tokens or widen its own access.
Everything is audited. Every write and every read is logged against the token that made it, and every write can be reversed.
Privacy controls: you choose whether payees, descriptions and single amounts reach your agent at all. Responses always say what was withheld.
Encryption at rest for bank data and secrets, sign-in throttling, and optional single sign-on (OIDC).
Webhooks for events such as new transactions, late bills and forecast shortfalls.
Grafana dashboards on a stable read-only schema.
A web UI for setup and administration: dashboard, account registers, imports, schedules, positions, users, API tokens and the audit log.
Purser runs with Docker on Linux (amd64 or arm64) and on Macs with Apple Silicon. The easiest way to install it is to let your AI agent do it. Give it this one sentence:
Set up Purser for me by following https://mlamoure.github.io/purser/tutorials/ai-setup/Your agent installs Purser, stops at the few steps only you should take (storing your encryption key, creating the admin account, approving its access token), and then connects itself.
Prefer to do it yourself? Follow the Quickstart.
Agents that load skills can also use skills/purser/SKILL.md.
Connect an agent and the MCP tool catalog
Report bugs and ideas in GitHub Issues. Report security problems privately through Report a vulnerability on the Security tab. Pull requests are welcome; the maintainer applies accepted changes upstream.
AGPL-3.0-only. Third-party components and their licences are listed in THIRD_PARTY_NOTICES.md.
This server cannot be deployed
Personal finance ledger for AI agents — query spending, track bills, forecast cash flow.
Personal finance for AI agents: budgets, receipts, net worth, spend checks. Read-only OAuth.
Read-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.
Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
