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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

  • Personal Finance MCP

    sarveshtalele
    A
    license
    B
    quality
    A
    maintenance
    Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
    77
    5
    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

  • budget-mcp

    HamzaLatif02
    F
    license
    A
    quality
    B
    maintenance
    MCP server scaffold for budget tooling, currently only provides a placeholder ping tool returning 'pong' to confirm plumbing works. No real budget functionality yet.
    4

  • 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

  • actual-budget-mcp

    henfrydls
    A
    license
    A
    quality
    B
    maintenance
    An MCP server that connects Actual Budget to Claude, enabling users to manage budgets, transactions, and spending insights through natural language.
    34
    27
    2
    MIT

  • mcp-resources-giulia-ai

    wganalytics
    A
    license
    Not graded
    quality
    C
    maintenance
    MCP server that demonstrates the Resources feature by exposing static and dynamic resources, including contact data and personalized greetings, through MCP.
    MIT

  • asset-management

    disin7c9
    A
    license
    A
    quality
    A
    maintenance
    A local, read-only MCP server (plus CLI) over your own stock/ETF transaction log. A deterministic core computes drawdown-first risk with bootstrap confidence intervals and validates targets with walk-forward verdicts. The assistant narrates, but the number fence makes it structurally impossible for the model to produce a figure.
    8
    1
    AGPL 3.0

  • 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

  • mcp-finance

    nimitmk7
    A
    license
    A
    quality
    D
    maintenance
    Provides financial data tools like stock price, company info, historical data, news, and market indices using yfinance and MarketAux API.
    5
    4
    MIT

  • Personal GitHub MCP

    sam170203
    A
    license
    B
    quality
    B
    maintenance
    A personal GitHub engineering assistant that enables repository management, project publishing, code and engineering-memory search, Project Euler solution workflows, and repo analysis through natural language.
    20
    MIT

  • finance-mcp

    esurovtsev
    F
    license
    B
    quality
    D
    maintenance
    A minimal MCP server that converts company names to stock symbols and fetches financial data from Yahoo Finance using two example tools.
    2
    4