"PDM" matching MCP servers:

Enables MCP clients to extract tables and text from digital PDF invoices, bank statements, and bills into CSV, JSON, or Excel, with automatic PII redaction by default.

Connects CashChat financial data to AI assistants, enabling users to manage transactions, view spending summaries, and track category breakdowns through natural language. It supports both local stdio and remote URL-based connections with secure OAuth 2.0 authentication.

Enables an AI assistant to read and manage a local project-management database over stdio: listing and creating projects, tasks, expenses, chats and people, and pulling money, margin, deadline and overdue summaries. It runs on the same service layer and SQLite file as the bundled web UI, so figures shown to the assistant and to the human always agree.

Enables AI assistants to query a retail and food-service point-of-sale database through predefined business tools for sales summaries, top products, margins, stagnant inventory, cash reconciliation, and optional stock adjustments, returning formatted markdown answers.

AI-powered portfolio management and investment analysis server that enables theme-based investment research, portfolio evaluation, market data analysis, news monitoring, SEC filings retrieval, and automated report generation with Obsidian integration.