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"A local vector-based search engine for personal documents" matching MCP servers:

  • wealth-engine

    Jaume9
    A
    license
    A
    quality
    C
    maintenance
    A personal finance and business economics MCP server that provides math-backed answers to financial questions, including investment growth, loan amortization, debt payoff strategies, and tax estimation, all computed locally without API keys or network calls.
    11
    MIT

  • 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

  • a-share-mcp

    shouldnotappearcalm
    A
    license
    -
    quality
    F
    maintenance
    提供A股实时行情、历史K线、财务报表、技术指标等全方位数据查询的MCP服务器，支持盘中即时更新及批量查询。
    24
    MIT

  • personal-finance-mcp

    joohyukjung
    A
    license
    -
    quality
    C
    maintenance
    A comprehensive MCP server for managing personal finances, enabling users to track expenses, manage budgets, monitor financial goals, and analyze spending patterns through an AI assistant. All data is stored locally in SQLite for complete privacy.
    18
    MIT

  • zpl-engine-mcp

    cicicalex
    A
    license
    -
    quality
    A
    maintenance
    ZPL stability engine — AIN bias & stability scoring across finance, gaming, AI/ML, security, and crypto. 68 tools across 11 categories. Math-based neutrality (Zenodo DOI). Free 5K tokens/mo, no card. Install: npx zpl-engine-mcp setup.
    137
    MIT

  • a-share-mcp

    RicalLiu
    F
    license
    -
    quality
    C
    maintenance
    Local MCP server for A-share stock trading via Tonghuashun, offering account/position queries, buy/sell/cancel orders with risk controls and forced user confirmation; currently simulated with a reserved interface for real broker channels.

  • 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

  • personal-capital-connector-mcp

    meetv123
    F
    license
    A
    quality
    C
    maintenance
    Enables Claude to query Empower/Personal Capital financial accounts, net worth, transactions, and asset allocation via natural language.
    5

  • Personal Finance MCP

    sarveshtalele
    A
    license
    B
    quality
    A
    maintenance
    Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
    77
    5
    MIT

  • A Share MCP

    24mlight
    A
    license
    C
    quality
    D
    maintenance
    A Model Context Protocol server providing tools for querying A-share stock market data, including historical prices, financial reports, market indices, and macroeconomic indicators.
    2
    41
    646
    MIT

  • HTZL A Share MCP

    mm2xai
    A
    license
    -
    quality
    B
    maintenance
    MCP server providing 29 A-share analysis skills including real-time data, capital flow, limit-up tracking, technical/fundamental analysis, backtesting, risk control, and Xueqiu portfolio tracking, enabling AI agents to execute market research and strategy tasks.
    Apache 2.0

  • Personal Finance MCP Server

    jahnavi-reddy03
    A
    license
    -
    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

  • mcp-quant-engine

    wzx11223344
    A
    license
    -
    quality
    B
    maintenance
    A quantitative finance MCP server providing 24 tools for option pricing, portfolio optimization, risk measurement, fixed income analysis, and utility functions, enabling AI clients to perform professional financial calculations.
    MIT

  • A-Share MCP Server

    firmmaple
    A
    license
    -
    quality
    D
    maintenance
    Provides comprehensive A-share (Chinese stock market) data including stock information, historical prices, financial reports, macroeconomic indicators, technical analysis, and valuation metrics through the free Baostock data source.
    27
    MIT

  • mcps-for-macos

    shaack
    A
    license
    -
    quality
    C
    maintenance
    A collection of small MCP servers for macOS automation that expose Apple Mail, MoneyMoney, and Spotlight functionality as tools via AppleScript and command-line, enabling AI applications to search mail, manage contacts and transactions, and perform system-wide file searches through natural language.
    MIT

  • Financial Context Engine

    PiyushDubey007
    F
    license
    -
    quality
    C
    maintenance
    An MCP server that exposes personal financial data — transaction ledger, portfolio holdings, live/historical market prices, and quantitative risk metrics — as standardized tools, resources, and prompts, enabling natural language reasoning over real computed numbers.