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"Resources for Personal Finance and Budget Management" matching MCP servers:

  • personal-finance-mcp

    JosueM1109
    A
    license
    A
    quality
    C
    maintenance
    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.
    9
    6
    MIT

  • budget-mcp

    PedroLiu1999
    F
    license
    A
    quality
    B
    maintenance
    A lightweight MCP server for managing personal finances locally. It allows users to log transactions, view summaries, manage categories, and interact with their budget via any MCP-compatible LLM client.
    12

  • actual-budget-mcp

    Saikumarmohan
    A
    license
    A
    quality
    B
    maintenance
    MCP server for Actual Budget that enables AI agents to read accounts, transactions, categories, and budgets, as well as create and update transactions and transfers.
    11
    1
    MIT

  • finance-mcp

    adelaidasofia
    A
    license
    A
    quality
    A
    maintenance
    Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
    12
    MIT

  • Finance MCP

    Blahaj-gif
    A
    license
    A
    quality
    A
    maintenance
    An MCP server that gives AI assistants read access to real brokerage accounts and market data, with 39 tools for prices, technical analysis, SEC filings, and macro indicators, while order execution requires human approval via a separate dashboard.
    36
    3
    MIT

  • personal-context

    amr05008
    F
    license
    A
    quality
    B
    maintenance
    Enables LLMs to access a user's personal writing context—voice, style, opinions, expertise, projects, and communication patterns—via curated markdown files, helping the LLM match the user's voice when generating written content.
    2
    3

  • sheets-finance-mcp

    henrysouchien
    A
    license
    B
    quality
    B
    maintenance
    MCP server for the SheetsFinance formula catalog, enabling search and construction of financial formulas for Google Sheets.
    3
    MIT

  • Yahoo Finance MCP Server

    laxmimerit
    A
    license
    A
    quality
    C
    maintenance
    Provides access to real-time stock prices, financial statements, news, and options data via the Model Context Protocol. It enables AI assistants to retrieve comprehensive market data, including historical prices and analyst recommendations, through a standardized interface.
    6
    9
    1
    MIT

  • MCP Server for Splunk

    deslicer
    A
    license
    A
    quality
    A
    maintenance
    Enables AI agents to interact seamlessly with Splunk environments through 20+ tools for search, analytics, data discovery, administration, and health monitoring. Features AI-powered troubleshooting workflows and supports multiple Splunk instances with production-ready security.
    56
    27
    Apache 2.0

  • Smart Expense Management MCP

    neev-25
    F
    license
    B
    quality
    C
    maintenance
    An AI-powered MCP server for personal and group expense management, providing CRUD operations, advanced filtering, analytics, Splitwise-style splitting, budget tracking, and report generation.
    38