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joohyukjung

finance-mcp

by joohyukjung

finance-mcp

Personal finance MCP server for AI assistants. Loan simulation, budgeting, investment comparison, retirement planning, French tax optimization, and inflation calculator.

DISCLAIMER: This is NOT financial advice. All calculations are for informational and educational purposes only. Results use simplified models and may not reflect all real-world variables. Always consult a qualified financial advisor before making any financial decisions.

Tools

Tool

Description

simulate_loan

Loan simulation (mortgage, car, student, personal) with amortization table

calculate_budget

Monthly budget analysis with savings rate and 50/30/20 rule

compare_investments

Compare investment options with nominal, real, and after-tax returns

calculate_retirement

Retirement planning — how much to save monthly to reach your goal

tax_optimizer

French tax analysis and optimization (bareme progressif, PFU, PER, PEA)

inflation_calculator

Real value of money over time with inflation scenarios

Related MCP server: wealth-engine

Installation

npm install -g finance-mcp

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "finance": {
      "command": "npx",
      "args": ["finance-mcp"]
    }
  }
}

Pricing

Tier

Price

Limits

Free

$0/month

20 tool calls/month

Pro

$14.99/month

Unlimited

Development

npm install
npm run build
npm test

License

MIT - SceneView Tools

See TERMS.md and PRIVACY.md for full terms and privacy policy.

Related MCP Connectors

  • Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.

  • Financial calculators over MCP: compound interest, FIRE, historical returns, deep links, 6 languages

  • Cloudflare Workers MCP server: ai-budget-planner

  • SmartMoney77 MCP v0.6.0 — 14 public tools that turn financial questions into exact numbers and citable links. New: historical_investment_return and compare_investments, which compute "what if I had invested" results from real yearly price data. Also compound interest, FIRE number, credit-card payoff, emergency fund, inflation, latte factor, investment fees, cost of waiting, plus discovery/deep-link/share-pack tools for a catalog of calculators in 6 languages (he/en/ar/es/pt/in). Public, no login. Endpoint: https://smartmoney77.com/mcp

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