Skip to main content
Glama
79,425 servers. Updated

Matching MCP tools:

Matching MCP Connectors:

"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

  • local-budget

    natejswenson
    A
    license
    B
    quality
    A
    maintenance
    Enables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.
    36
    MIT

  • 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

  • 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

  • YNAB Budget MCP

    Orlando-Villanueva
    A
    license
    A
    quality
    C
    maintenance
    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.
    10
    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

  • finance-agent

    preethampathi2305
    F
    license
    A
    quality
    C
    maintenance
    Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
    15

  • 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

  • finance-mcp

    adididitagain
    A
    license
    A
    quality
    A
    maintenance
    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.
    11
    490
    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

  • property-finance-mcp

    fdcommercial
    A
    license
    A
    quality
    C
    maintenance
    Four UK property finance calculators for AI assistants: bridging cost, development appraisal, BTL stress test, and UK stamp duty (SDLT, LBTT, LTT). Built by FD Commercial, a specialist UK property finance broker.
    4
    59
    1
    MIT

  • finance-mcp-server

    Marcusdt-UX
    A
    license
    A
    quality
    B
    maintenance
    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.
    15
    60
    MIT

  • mcp-budget-server

    haebojagu
    F
    license
    A
    quality
    C
    maintenance
    An MCP server for advertising estimate analysis that calculates billing, outsourcing costs, net revenue, and margin rate from various currency formats.
    2

  • 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