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

  • Personal Finance MCP Server

    jahnavi-reddy03
    A
    license
    Not graded
    quality
    B
    maintenance
    Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.
    MIT

  • Budget Allocator

    achautha
    A
    license
    Not graded
    quality
    D
    maintenance
    An interactive tool for visualizing and managing budget allocations across business categories with real-time charts and industry benchmarks. It allows users to adjust spending distributions and compare them against historical trends and startup stage data.
    176
    MIT

  • Finance Manager MCP

    0xArchiviste
    F
    license
    Not graded
    quality
    C
    maintenance
    Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.

  • Yahoo Finance MCP Server

    citizenhicks
    F
    license
    Not graded
    quality
    F
    maintenance
    Enables AI assistants to access real-time financial data, historical stock prices, company information, financial statements, options data, market news, and analyst recommendations through Yahoo Finance. Built with FastMCP v2 for efficient HTTP streaming and comprehensive market analysis tools.
    3

  • xlsx-for-ai

    senoff
    A
    license
    A
    quality
    A
    maintenance
    50 tools and 400 functions for working with Excel/.xlsx spreadsheets — read/write, recalculate formulas, diff, repair broken references, and audit. Built for AI agents.
    50
    597
    5
    MIT

  • finance-reconcile-mcp

    nalyDzzz
    A
    license
    A
    quality
    D
    maintenance
    Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.
    19
    19
    1
    MIT

  • MCP for YNAB

    walensis-labs
    A
    license
    Not graded
    quality
    A
    maintenance
    A fast, safe MCP server for YNAB providing read-only budget access by default, with 28 tools for budgets, transactions, categories, payees, accounts, scheduled transactions, and server-computed analytics.
    MIT

  • mcp-for-redash

    Ashuqwe
    A
    license
    Not graded
    quality
    D
    maintenance
    MCP server that connects AI assistants to Redash, enabling listing of assets, read-only query execution, dashboard inspection, and alert management through the Redash API.
    MIT

  • budget-evaluation-mcp

    kinfey
    F
    license
    Not graded
    quality
    B
    maintenance
    MCP server that evaluates engineering budget Excel workbooks against PER budgets, QS estimates, and historical unit rates, producing structured reports with approval recommendations and enabling follow-up Q&A via AI.

  • finance-data-mcp

    angeliaz
    F
    license
    Not graded
    quality
    D
    maintenance
    Unified financial data access for US, A-share, HK stocks, and FX rates with automatic fallback across multiple data sources.
    1
  • Précis-MCP by precis-finance

    Précis-MCPofficial

    precis-finance
    A
    license
    Not graded
    quality
    A
    maintenance
    Read-only MCP server for FP&A & management reporting — governed metrics, financial statements and drill-down over a SQL semantic layer. Your own financials on your own warehouse, not market data. Open core of Précis. (metric engine · ClickHouse · OIDC · Docker)
    5
    Elastic 2.0

  • Quick Data for Windows MCP

    Beaulewis1977
    A
    license
    Not graded
    quality
    C
    maintenance
    A Windows-optimized server providing universal data analytics for JSON and CSV files through over 32 tools including schema discovery and interactive visualizations. It is specifically designed for seamless integration with Claude Desktop on Windows.
    1
    MIT

  • MCP-Odoo

    yourtechtribe
    A
    license
    Not graded
    quality
    D
    maintenance
    A bridge that allows AI agents to access and manipulate Odoo ERP data through a standardized Model Context Protocol interface, supporting partner information, accounting data, financial records reconciliation, and invoice queries.
    14
    MIT

  • Personal Expense Manager

    Jiliar
    F
    license
    Not graded
    quality
    D
    maintenance
    Enables tracking and analyzing personal expenses stored in CSV files. Supports adding expenses with categorization, retrieving recent spending data, and generating automated analytical summaries with spending patterns and recommendations.