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  • A
    license
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    quality
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    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
    44 npm
    MIT
  • F
    license
    A
    quality
    D
    maintenance
    Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
    15
    -
  • F
    license
    B
    quality
    D
    maintenance
    A minimal MCP server that converts company names to stock symbols and fetches financial data from Yahoo Finance using two example tools.
    2
    4
    -
  • A
    license
    B
    quality
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    maintenance
    Norman Finance is an accounting and tax filing autopilot designed for entrepreneurs in Germany. The Norman Finance MCP server enables new ways of interacting with Norman Finance's accounting, tax, and invoicing services. Simplifying financial workflows by integrating Norman Finance API capabilities
    34
    52 PyPI
    60
    MIT
  • A
    license
    Not graded
    quality
    C
    maintenance
    Personal finance MCP server providing loan simulation, budgeting, investment comparison, retirement planning, French tax optimization, and inflation calculation through natural language.
    5 npm
    MIT
  • A
    license
    Not graded
    quality
    C
    maintenance
    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.
    MIT
  • A
    license
    Not graded
    quality
    C
    maintenance
    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.
    44 npm
    MIT
  • A
    license
    Not graded
    quality
    D
    maintenance
    Enables AI assistants to access Yahoo Finance data including stock information, news, price history, options, and earnings via MCP tools.
    53
    MIT
  • 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.
    44 npm
    MIT
  • 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.
    -
  • F
    license
    Not graded
    quality
    C
    maintenance
    A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.
    1
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  • F
    license
    Not graded
    quality
    D
    maintenance
    Exposes personal-finance tools like accounts, transactions, spending analysis, budgets, bills, reminders, portfolio, and goals via MCP, enabling any MCP client to query financial data.
    -
  • A
    license
    A
    quality
    A
    maintenance
    Provides live financial data for any LLM agent, including stock quotes, crypto prices, SEC filings, XBRL financials, FX rates, and macro indicators, through ten MCP tools.
    2
    11
    77 npm
    1
    MIT
  • A
    license
    A
    quality
    C
    maintenance
    Four UK property finance calculators for AI assistants: bridging cost, development appraisal, BTL stress test, and UK stamp duty (SDLT, LBTT, LTT). Built by FD Commercial, a specialist UK property finance broker.
    4
    40 npm
    1
    MIT
  • A
    license
    A
    quality
    B
    maintenance
    Read-only MCP server for the ITIN finance network, providing a verified institution directory, editorial guides, FAQs, and state-level context for ITIN holders seeking loans and credit cards.
    8
    29 npm
    MIT
  • A
    license
    A
    quality
    A
    maintenance
    Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
    12
    MIT
  • A
    license
    A
    quality
    A
    maintenance
    An MCP server that gives AI assistants read access to real brokerage accounts and market data, with 39 tools for prices, technical analysis, SEC filings, and macro indicators, while order execution requires human approval via a separate dashboard.
    36
    32 PyPI
    3
    MIT