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"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

  • 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

  • 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

  • Personal Finance Tracker MCP

    sepfazeli
    F
    license
    Not graded
    quality
    C
    maintenance
    An MCP server that lets you log and query your own spending through natural conversation with Claude, instead of a spreadsheet or app.
    6

  • 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

  • Personal Brain MCP

    ksh00500
    A
    license
    Not graded
    quality
    B
    maintenance
    A PostgreSQL-backed MCP server for long-term personal memory, enabling context retrieval, memory saving, and read-only SQL queries for personal data.
    9
    MIT

  • Finance MCP Server

    PavelKosik
    A
    license
    Not graded
    quality
    C
    maintenance
    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.
    60
    MIT

  • Finance MCP Server

    taylor3lewis
    F
    license
    Not graded
    quality
    D
    maintenance
    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.

  • 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.

  • school-finance-mcp

    HassanGeesey
    F
    license
    Not graded
    quality
    C
    maintenance
    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.

  • Yahoo Finance MCP Server

    16Coffee
    A
    license
    C
    quality
    D
    maintenance
    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.
    34
    MIT

  • Personal Neo4j Memory Server

    jeelidev
    A
    license
    Not graded
    quality
    D
    maintenance
    Provides AI assistants with persistent, graph-based memory using Neo4j, enabling semantic search and complex relationship tracking. It features specialized Cloudflare Access support for secure remote connections and isolated multi-database management for different projects.
    18
    MIT

  • Wealth Management MCP

    babuvenky76
    A
    license
    Not graded
    quality
    D
    maintenance
    Provides specialized tools for portfolio health analysis, rebalance simulations, and trade execution via a single interface powered by MongoDB. It enables AI agents to manage investment portfolios while adhering to organizational governing rules, clearance guards, and rate limits.
    1
    MIT

  • goetta-finance

    griffin-goepper
    A
    license
    Not graded
    quality
    A
    maintenance
    A local-first MCP server that connects SimpleFIN bank accounts to Claude, storing data in a local DuckDB file and providing a web dashboard.
    1
    MIT

  • bricks-and-context

    laraib-sidd
    A
    license
    Not graded
    quality
    C
    maintenance
    Enables AI assistants to interact with Databricks workspaces, running SQL queries, managing jobs, and exploring schemas via the Model Context Protocol.
    1
    GPL 3.0

  • 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

  • finance-mcp-server

    sargarpramod-rgb
    F
    license
    Not graded
    quality
    B
    maintenance
    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.