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  • A
    license
    A
    quality
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    maintenance
    MCP server for read-only access to bank accounts via Open Banking (DSP2/AIS). It retrieves balances, transactions, and forecasts upcoming debits to prevent overdrafts, with optional daily Todoist briefs.
    6
    1
    MIT
  • F
    license
    A
    quality
    A
    maintenance
    MCP server that enables AI agents to parse, validate, and reverse ISO 20022 bank statements, with tools for discovering message types and return reasons.
    24
    65 PyPI
    2
    -
  • A
    license
    A
    quality
    C
    maintenance
    Converts PDF bank statements into structured data (Markdown, JSON, CSV, JSONL) with verified transactions and balance checks, enabling agents to audit numbers.
    5
    3 npm
    MIT
  • F
    license
    A
    quality
    D
    maintenance
    An MCP server that exposes Akahu (New Zealand open-banking) data to LLM agents, allowing them to list bank accounts, inspect investment holdings, and pull transactions for analysis.
    3
    -
  • A
    license
    A
    quality
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    maintenance
    Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.
    19
    2 npm
    1
    MIT
  • F
    license
    A
    quality
    D
    maintenance
    An AI-powered treasury management MCP server that enables users to perform commercial banking analysis, including cash flow forecasting, idle cash detection, and debt covenant monitoring. It provides tools to surface financial insights and optimize working capital through automated processing of bank and transaction data.
    9
    -
  • A
    license
    A
    quality
    C
    maintenance
    MCP server serving official statistics from major data agencies (Statistics Canada, FRED, BLS, World Bank, etc.) as tools with provenance and verification, enabling search, retrieval, analysis, and monitoring via natural language.
    11
    47 npm
    MIT
  • A
    license
    B
    quality
    D
    maintenance
    Enables read-only access to personal bank accounts via the TrueLayer API, allowing querying of accounts, balances, transactions, and generating financial analytics such as spending by category, subscriptions, and monthly summaries.
    9
    MIT
  • A
    license
    C
    quality
    D
    maintenance
    Provides deterministic data parsing and enrichment for AI agents, including bank statements, trade history, EDI, PDFs to structured markdown, and atomic enrichment for amounts, dates, and addresses, with strict schema enforcement to prevent hallucinations.
    37
    17 npm
    2
    ISC
  • A
    license
    Not graded
    quality
    A
    maintenance
    Parse crypto exchange CSVs (Coinbase, Binance, Kraken, +11 more) and bank statement PDFs (Chase, BofA, +11 more) into Koinly, TurboTax, CoinLedger, or ZenLedger formats. Free tier: 25 files/month, no credit card required.
    3 npm
    ISC
  • 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
  • A
    license
    Not graded
    quality
    B
    maintenance
    Enables importing and reconciling Mexican bank statement PDFs and files into an auditable SQLite ledger, with tools to preview, review, and commit transactions via Claude.
    MIT
  • A
    license
    Not graded
    quality
    B
    maintenance
    Deterministic bank-statement parsing for AI agents: messy CSV/OFX exports to clean, categorized ledger rows. In-memory only, no storage, no external calls, no LLM in the loop.
    MIT
  • A
    license
    Not graded
    quality
    C
    maintenance
    Provides free read-only business checks for IBANs, EU VAT number format, Peppol e-invoice rules, supplier bank-detail changes, and CSV/XLSX data cleaning.
    MIT
  • F
    license
    Not graded
    quality
    C
    maintenance
    Reconciles a vendor payment tracker CSV against a bank export CSV, categorizing discrepancies such as amount mismatches, unrecorded payments, and reversed transactions.
    -
  • 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.
    -
  • F
    license
    Not graded
    quality
    B
    maintenance
    Syncs bank data from Pluggy to Postgres and provides MCP tools to answer natural-language questions about spending, budgets, transactions, and categorization rules.
    -
  • A
    license
    A
    quality
    C
    maintenance
    Connect your ads, shop, analytics, social, CRM and finance platforms once, then let Claude, ChatGPT, Cursor or any MCP client read, join and explain your numbers. Public statistics from the World Bank, IMF, Eurostat, OECD, WHO and SEC filings come as context, searchable and chartable from the same tools. Read-only by design, every number carries its source.
    28
    430 npm
    2
    MIT
  • A
    license
    B
    quality
    A
    maintenance
    A read-only MCP server that connects AI clients to your own bank, credit card, loan, and brokerage data through Plaid or Teller, letting you query accounts, balances, transactions, holdings, liabilities, identity, income, and run debt avalanche/snowball payoff analysis. Credentials and access tokens stay locally in a chmod-600 SQLite file, with outbound calls limited to the provider's API.
    24
    1
    MIT