"How to use personal browser with cookies enabled" matching MCP servers:

Enables natural language queries about financial accounts, net worth, transactions, and asset allocation via the Empower/Personal Capital API.

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 Claude to query Empower/Personal Capital financial accounts, net worth, transactions, and asset allocation via natural language.

Enables local tracking of personal expenses by adding, listing, summarizing, updating, and deleting expense records stored in a CSV file through an MCP client.

Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.

Enables Claude to answer read-only questions about Wealthsimple accounts via Plaid, including balances, holdings, allocation, investment activity, net worth, and connection health. CSV exports serve as a fallback when Plaid data is incomplete.

Enables local import and querying of Tokopedia purchase data, including orders, shipments, payments, chats, and products, with record history, draft seller messages, and budget-aware purchase plans. It supports search, filtering, pagination, and atomic idempotent snapshots while keeping unsent drafts and unordered plans clearly marked.

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.

Enables Claude to query linked bank and credit card accounts through Plaid, covering balances, transaction search, recurring charges, liabilities, and investment holdings. All access is read-only and runs locally, so no tool can move money or change anything at a bank.

Personal Finance AI - MCP server providing AI-powered tools and automation by MEOK AI Labs

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.

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.

Enables interacting with personal-finance-service business operations—groups, payment methods, and expenses—as MCP tools, with Keycloak authentication for interactive and headless agents.

Enables users to audit recurring SaaS and streaming charges by calculating cost per use, flag dormant zombie subscriptions, and forecast five-year compound savings from canceled fees.

Enables users to audit recurring personal SaaS and streaming costs by cost-per-use, detect dormant charges, and forecast five-year compound savings from cancellations.

This MCP server enables users to model personal cash runway under stochastic income shocks, quantify ruin probability and liquidity resilience, and calculate safe discretionary daily and monthly spending caps.

Enables integration with financial transaction data through REST APIs, PostgreSQL databases, and document storage systems. Demonstrates agentic AI capabilities by connecting to Alpha Vantage API and managing financial data through natural language interactions.

Enables personal AI agents to evaluate purchase impulses by applying cooling-off friction timers and converting costs into net work-hour wage equivalents. It returns prioritized, deterministic recommendations that help users pause, reflect, and make more deliberate financial decisions.

An MCP server for tracking personal monthly budgets, allowing users to add people, initialize months with salary, log expenses, and retrieve monthly statements through natural language.

Enables users to add expenses, retrieve expenses by date range, and get spending summaries by category through MCP tools.

Enables users to view personal bank accounts, balances, and transaction history through a local stdio MCP connection. It uses the non-public mobile banking API with locally stored session credentials and no payment or generic HTTP tools.

Enables agents to audit bank transactions and receipts against IRS Schedule C expense categories, calculate deductible amounts and estimated tax savings, and surface audit-risk flags.

Enables personal agents and users to evaluate purchase impulses by applying cooling-off friction timers and converting spending amounts into net work-hour wage equivalents. It returns deterministic, actionable decision output that helps delay or reject impulsive spending before it happens.

Enables users to run stochastic cash runway simulations, estimate ruin probability and low-percentile wealth, and compute safe discretionary spending caps and emergency liquidity buffers.

Enables users to query IPVA (vehicle property tax) data from the official SEFAZ TO source via a read-only MCP tool.

Enables users to audit recurring bank/card subscription charges, detect sneaky fee increases or expired-trial conversions, calculate annualized budget leakage, and generate retention negotiation dispute letters.

Enables auditing recurring bank and card subscription charges to detect stealth price increases, expired trial conversions, and calculate annualized budget leakage. It also generates retention negotiation dispute letters to help users reduce unnecessary expenses.

AI-powered expense tracking MCP server that connects LLM clients to PostgreSQL for natural language expense management.

Enables tracking and analyzing personal expenses stored in CSV files. Supports adding expenses with categorization, retrieving recent spending data, and generating automated analytical summaries with spending patterns and recommendations.

Enables auditing of bank transactions and receipts against IRS Schedule C expense categories such as home office, software, mileage, and meals. It calculates deductible amounts and estimated tax savings while flagging potential audit risks.