finance-mcp
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., "@finance-mcpSimulate a 20-year loan of €250,000 at 3.5% interest"
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.
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 |
| Loan simulation (mortgage, car, student, personal) with amortization table |
| Monthly budget analysis with savings rate and 50/30/20 rule |
| Compare investment options with nominal, real, and after-tax returns |
| Retirement planning — how much to save monthly to reach your goal |
| French tax analysis and optimization (bareme progressif, PFU, PER, PEA) |
| Real value of money over time with inflation scenarios |
Related MCP server: wealth-engine
Installation
npm install -g finance-mcpUsage 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 testLicense
MIT - SceneView Tools
See TERMS.md and PRIVACY.md for full terms and privacy policy.
This server cannot be deployed
Maintenance
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