"A server for finding finance information" matching MCP servers:

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.

Enables MCP clients to manage a local SQLite personal-finance ledger by recording income and expenses, listing transactions, aggregating spending by category, summarizing income/expense/net, and setting and tracking monthly budgets.

Enables GitHub Copilot Chat to query and analyze finance model data stored in MongoDB through natural language, supporting tools like listing collections, schema inspection, data queries, aggregations, and summary statistics.

Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.

Enables personal finance tracking through Claude Desktop using natural language to manage income and expenses with persistent SQLite storage. Supports adding and deleting transactions, checking balances, and viewing spending summaries grouped by category or month.

A Model Context Protocol server providing comprehensive financial data from Yahoo Finance, allowing users to retrieve detailed stock information, financial statements, options data, and market news.

Enables LLMs to query a synthetic general ledger and trial balance through read-only tools for account lookups, GL drill-down, variance analysis, and naive forecasting, with every answer cited to specific transactions or periods.

Enables querying personal financial data such as balances, expenses by category, upcoming bills, transactions, and credit card summaries through any MCP client, using a SQLite database with fictional seed data.

A local-first MCP server that connects SimpleFIN bank accounts to Claude, storing data in a local DuckDB file and providing a web dashboard.

Enables an LLM to inspect a relational database schema and answer financial questions by running validated, read-only SQL queries against a synthetic SQLite dataset.

This MCP server provides secure access to databases for AI agents, enforcing authentication, authorization, human approval, logging, and notifications to prevent dangerous actions.

MCP server that exposes an H2 database as callable tools (list_tables, describe_table, run_query, run_update, sample_rows), enabling LLMs to interact with H2 databases through natural language.

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.

MCP server for SchoolFinance, a single-user school finance app, exposing tools and resources for managing students, classes, payments, income/expenses, reports, and settings via local SQLite.

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.

Read-only MySQL MCP server that lets AI agents list tables, describe schemas, and run SELECT/SHOW/EXPLAIN queries with a row cap, bound to a single database for safety.

Tracks personal expenses with tools to add, edit, and summarize expenses, storing data locally in SQLite.

Enables AI assistants to securely manage and analyze personal finances through natural language, with full control over data via a private PostgreSQL database.

A safety-gated Python MCP server for Metabase that lets MCP clients and agents inspect Metabase, run governed queries, and create or maintain dashboards, cards/questions, collections, snippets, permissions, and other Metabase assets through the Metabase REST API.

An MCP server that lets you log and query your own spending through natural conversation with Claude, instead of a spreadsheet or app.