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

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.

Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.

Provides read-only access to Bifrost quota snapshots through a get_quota tool, returning normalized budget rows and summaries with derived remaining values.

MCP server scaffold for budget tooling, currently only provides a placeholder ping tool returning 'pong' to confirm plumbing works. No real budget functionality yet.

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.

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.

An MCP server that connects Actual Budget to Claude, enabling users to manage budgets, transactions, and spending insights through natural language.

MCP server that demonstrates the Resources feature by exposing static and dynamic resources, including contact data and personalized greetings, through MCP.

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.

Institutional-grade quantitative stock analysis and research signals for AI agents via the Model Context Protocol (MCP).

Real-time stock & crypto market data for LLMs, over the Model Context Protocol.

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.

Local, privacy-first access to bank and credit-card transactions for Copilot, backed by SimpleFIN.

A personal MCP server built with Python FastMCP, offering tools for paper retrieval, dataset analysis, project scaffolding, and directory utilities, with stdio and HTTP transport plus optional bearer token authentication.

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.

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.

Provides financial data tools like stock price, company info, historical data, news, and market indices using yfinance and MarketAux API.

Saves the user's exact words as immutable, SHA-256-hashed captures before anything else, then derives events, entities, context cards, and causal hypotheses — every fact traceable to its verbatim source. Local-first personal memory for Claude Code, Codex, and any MCP client.

Exposes employee leave-management operations (add employees, check balance, apply/cancel leave, view history) as MCP tools for AI clients like Claude Desktop to call directly.

Enables AI assistants to retrieve live BIST and global stock prices, cryptocurrency prices, exchange rates, currency conversion, and inflation data from free public sources without API keys.