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"Resources for Personal Finance and Budget Management" matching MCP servers:

  • personal-finance-mcp

    joohyukjung
    A
    license
    Not graded
    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

  • 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 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

  • Personal Finance MCP Server

    jahnavi-reddy03
    A
    license
    Not graded
    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

  • budget-mcp

    PedroLiu1999
    F
    license
    A
    quality
    B
    maintenance
    A lightweight MCP server for managing personal finances locally. It allows users to log transactions, view summaries, manage categories, and interact with their budget via any MCP-compatible LLM client.
    12

  • 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

  • agent-budget

    nyx-builds
    A
    license
    Not graded
    quality
    C
    maintenance
    Budget management and cost tracking MCP server for autonomous agents, enabling budget creation, cost recording, spending projections, and alert rules.
    MIT

  • budget-mcp

    HamzaLatif02
    F
    license
    A
    quality
    B
    maintenance
    MCP server scaffold for budget tooling, currently only provides a placeholder ping tool returning 'pong' to confirm plumbing works. No real budget functionality yet.
    4

  • Actual Budget MCP Server

    yhc0712
    A
    license
    Not graded
    quality
    C
    maintenance
    Enables AI assistants to interact with Actual Budget for personal finance management through natural language, supporting transactions, account balances, budget tracking, spending analysis, and payment searches.
    27
    MIT

  • actual-budget-mcp

    Saikumarmohan
    A
    license
    A
    quality
    B
    maintenance
    MCP server for Actual Budget that enables AI agents to read accounts, transactions, categories, and budgets, as well as create and update transactions and transfers.
    11
    1
    MIT

  • mcp-budget-server

    haebojagu
    F
    license
    A
    quality
    C
    maintenance
    An MCP server for advertising estimate analysis that calculates billing, outsourcing costs, net revenue, and margin rate from various currency formats.
    2

  • finance-mcp

    adelaidasofia
    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

  • YNAB Budget MCP

    Orlando-Villanueva
    A
    license
    A
    quality
    C
    maintenance
    Provides a read-only interface to YNAB budget data, allowing AI assistants to inspect budgets, accounts, categories, transactions, and more. Includes an experimental guarded write workflow for category assignments.
    10
    MIT

  • Actual Budget MCP Server

    marcoaperez
    A
    license
    A
    quality
    A
    maintenance
    Enables LLMs to interact with a self-hosted Actual Budget instance, providing financial data and management tools with correct financial semantics and no cents math.
    11
    3
    MIT

  • actual-budget-mcp

    henfrydls
    A
    license
    A
    quality
    B
    maintenance
    An MCP server that connects Actual Budget to Claude, enabling users to manage budgets, transactions, and spending insights through natural language.
    34
    27
    2
    MIT

  • finance-agent

    preethampathi2305
    F
    license
    A
    quality
    C
    maintenance
    Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
    15

  • finance-mcp

    joohyukjung
    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.
    7
    MIT