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

  • asset-management

    disin7c9
    A
    license
    A
    quality
    A
    maintenance
    A local, read-only MCP server (plus CLI) over your own stock/ETF transaction log. A deterministic core computes drawdown-first risk with bootstrap confidence intervals and validates targets with walk-forward verdicts. The assistant narrates, but the number fence makes it structurally impossible for the model to produce a figure.
    8
    1
    AGPL 3.0

  • finance-mcp

    LearningAI99
    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

  • Finance MCP

    Blahaj-gif
    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
    3
    MIT

  • yahoo-finance-mcp

    Alex2Yang97
    A
    license
    A
    quality
    F
    maintenance
    Enables retrieval of comprehensive financial data from Yahoo Finance, including stock prices, company info, financial statements, options, and news, for stock analysis and market research.
    9
    338
    MIT

  • mcp-finance

    nimitmk7
    A
    license
    A
    quality
    D
    maintenance
    Provides financial data tools like stock price, company info, historical data, news, and market indices using yfinance and MarketAux API.
    5
    4
    MIT

  • Finance MCP Server

    jrierapeiro
    F
    license
    Not graded
    quality
    B
    maintenance
    Enables fetching real-time financial market data, including price, key metrics, and news headlines, for stock tickers using the yfinance API.
    71

  • ru-finance

    diekinari
    F
    license
    Not graded
    quality
    C
    maintenance
    MCP server providing financial data from Moscow Exchange and Bank of Russia, including quotes, bond metrics, interest rates, and portfolio analysis. Enables AI agents to analyze Russian financial markets through natural language.

  • yahoo-finance-mcp

    itjung-source
    F
    license
    Not graded
    quality
    B
    maintenance
    MCP server for Thai SET/MAI stock data via Yahoo Finance API, enabling stock scanning, quotes, history, and financial statements.

  • Tijori Finance MCP

    rj250792
    A
    license
    A
    quality
    B
    maintenance
    India's first MCP server for Indian equity research, enabling natural language queries on 5,000+ NSE/BSE listed companies directly from Claude.
    19
    55
    MIT

  • tijori-finance-mcp

    LaZZy0v0
    A
    license
    A
    quality
    B
    maintenance
    India's first MCP server for Indian equity research, enabling Claude to access structured financial data, operational KPIs, and documents for 5,000+ NSE/BSE listed companies.
    19
    55
    11
    MIT

  • vibe-finance-kit

    dandacompany
    A
    license
    A
    quality
    B
    maintenance
    Provides read-only investment research and audit tools for validating ETF snapshots, comparing ETF structures, and auditing backtest reports, while strictly excluding any order or trading capabilities.
    4
    MIT

  • Finance Tools MCP

    VoxLink-org
    A
    license
    B
    quality
    D
    maintenance
    An MCP server that provides comprehensive financial insights and analysis by leveraging real-time market data, news, and advanced analytics for stocks, options, financial statements, and economic indicators.
    17
    50
    Python
    MIT

  • Yahoo Finance MCP Server

    neupaneprashant
    A
    license
    Not graded
    quality
    Not graded
    maintenance
    Integrates Yahoo Finance data with Claude to provide real-time and historical financial information, including stock prices, financial statements, and options data. It enables comprehensive market research and investment analysis through natural language interactions.

  • mcp-personal

    xyser-craner
    A
    license
    Not graded
    quality
    B
    maintenance
    A personal MCP server built with Python FastMCP, offering tools for paper retrieval, dataset analysis, project scaffolding, and directory utilities, with stdio and HTTP transport plus optional bearer token authentication.
    MIT

  • falazuki-finance-br

    solusinc
    A
    license
    Not graded
    quality
    D
    maintenance
    MCP server with Brazilian financial calculators and economic data. Includes tools for salary, investments, loans, taxes, and cost of living.
    MIT

  • Finance Research Agent

    sreenathvemula
    A
    license
    Not graded
    quality
    B
    maintenance
    AI equity-research analyst for Indian NSE/BSE markets with 28 MCP tools enabling sector screens, valuations, SWOTs, and forensic audits using Claude Agent SDK.
    Apache 2.0