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

  • A
    license
    A
    quality
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    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
  • 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
  • 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
  • A
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    Not graded
    quality
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    maintenance
    LLM routing proxy that cuts API costs 60-90% by auto-selecting the cheapest capable model across OpenAI, Anthropic, and Google. Provides stats, config, and model comparison tools via MCP.
    21
    1
    MIT
  • A
    license
    A
    quality
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    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
    59
    1
    MIT
  • A
    license
    C
    quality
    C
    maintenance
    Enables financial research and analysis through AI agents that combine web search, content crawling, entity extraction, and deep research workflows. Supports extracting stock/fund entities with security codes and conducting structured financial investigations.
    9
    24
    Apache 2.0
  • A
    license
    Not graded
    quality
    B
    maintenance
    A PostgreSQL-backed MCP server for long-term personal memory, enabling context retrieval, memory saving, and read-only SQL queries for personal data.
    9
    MIT
  • F
    license
    Not graded
    quality
    C
    maintenance
    Personal-assistant MCP server for managing personal data including calendar events, emails (read/label only), and contacts via local files or Gmail IMAP.
    1
  • F
    license
    Not graded
    quality
    C
    maintenance
    Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.
  • F
    license
    Not graded
    quality
    B
    maintenance
    Exposes personal portfolio data as tools for Claude to answer questions about the developer, including profile, skills, experience, projects, and contact information.
  • A
    license
    A
    quality
    A
    maintenance
    MCP server that exposes Yahoo Finance data through tools for searching instruments, fetching quotes, history, company info, financials, dividends, news, recommendations, and options. Enables AI assistants to answer market-data questions using natural language.
    2
    22
    MIT
  • A
    license
    A
    quality
    D
    maintenance
    Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.
    19
    19
    1
    MIT
  • A
    license
    A
    quality
    D
    maintenance
    Manage Job using MCP: Manage Job, Candidates, Resumes, Salaries all within this one MCP tools It can solve problems like: You have 50 resumes to screen. Your AI assistant can reason about candidates, but it can't: Read PDFs/DOCX — The AI can't open binary files Extract structured data — Copy-pasting loses formatting, metrics, and context Compare at scale — No consistent scoring across candida
    24
    49
    1
    MIT
  • A
    license
    B
    quality
    B
    maintenance
    A Model Context Protocol server that enables interaction with Yahoo Finance to retrieve stock pricing, company information, and historical financial data through natural language queries.
    10
    29
    MIT