"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.

Enables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.

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.

Provides a read-only interface to YNAB budget data, allowing AI assistants to inspect budgets, accounts, categories, transactions, and more. Includes an experimental guarded write workflow for category assignments.

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

Connects personal API integrations like Hevy fitness and exposes them as MCP tools, resources, and prompts.

Web scraper and token compressor that converts HTML to clean markdown with 70-80% fewer tokens. Single-page compression and multi-page BFS crawling with auto-fallback fetch modes.

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.

Provides live financial data for any LLM agent, including stock quotes, crypto prices, SEC filings, XBRL financials, FX rates, and macro indicators, through ten MCP tools.

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.

A local, read-only stdio MCP server that lets a Grok Build CLI agent check how much of its weekly SuperGrok / Grok Build usage pool is left, when the period resets, and its Extra Usage cap via tools like get_budget. It reads the existing grok login session and returns per-product figures as JSON, mirroring the TUI /usage screen, so agents can pause before expensive work when quota runs low.

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

Enables a Claude Code agent to fetch remaining 5-hour and weekly subscription usage limits, reset times, and per-window breakdowns as JSON. It provides the same figures as /usage through a local, read-only tool.

A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.

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