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

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.

Enables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.

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.

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

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 Claude to query your personal Power BI Service workspaces, datasets, reports, and DAX queries using your own account and existing permissions.

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.

Enables users to import, query, edit, audit, and export local personal records through schema-driven MCP tools while masking sensitive fields by default.

A local TypeScript MCP gateway that unifies SSH, Prometheus, and MySQL tools under a single loopback HTTP service, featuring a web console for configuration and health monitoring.

Manages Supabase projects, databases, edge functions, secrets, and branches across organizations using the Supabase Management API with 24 tools.

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.

A PostgreSQL-backed MCP server for long-term personal memory, enabling context retrieval, memory saving, and read-only SQL queries for personal data.

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.

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.

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 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.

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.