"Resources or information related to finance" 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 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.

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.

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.

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.

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.

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

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.

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

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.

Enables discovery of Fabric/Power BI workspaces and semantic models, execution of DAX queries, and generation of executive HTML reports with visualizations.

The Finance Toolkit gives AI assistants access to 200+ financial metrics, all calculated transparently from raw financial statements, not pulled from third-party endpoints.

Transforms SAP S/4HANA or ECC systems into conversational AI interfaces by exposing all OData services as dynamic MCP tools. Enables natural language interactions with ERP data including querying, creating, updating, and deleting entities through SAP BTP integration.

Transforms SAP S/4HANA or ECC systems into conversational AI interfaces by exposing all OData services as dynamic MCP tools. Enables natural language interactions with ERP data for querying, creating, updating, and deleting business entities through SAP BTP integration.

MCP server that translates natural-language questions into SQL, validates every query structurally, and executes approved read-only queries against a SQLite database, returning results and rejections.

Enables natural-language querying of a mock legacy healthcare database and returns validated FHIR resources (Patient, Observation, Condition).

A secure database query service built on FastMCP framework that allows users to query MySQL databases using natural language, with comprehensive permission management and security controls.