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

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.

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

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.

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.

Institutional-grade quantitative stock analysis and research signals for AI agents via the Model Context Protocol (MCP).

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.

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.

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.

Lets AI agents search and read your personal Telegram and WhatsApp conversations through a self-hosted, read-only MCP server backed by a single SQLite file.

A PostgreSQL-backed MCP server for long-term personal memory, enabling context retrieval, memory saving, and read-only SQL queries for personal data.

A personal AI memory service based on MCP protocol that provides long-term memory capabilities for various AI clients.

Enables an AI assistant to search and read multiple Hotmail/Outlook and Gmail accounts plus Google Drive and Calendar, and to create drafts, calendar events, and files without sending email. It supports local and remote operation with owner-only authentication and audit logging.

Exposes named core, finance, supplier, intake, orders and reports tools over HTTP so Claude Code subagents can run a self-hosted finance back office: reading and coding supplier invoices, posting bills to the owner's QuickBooks, matching the bank, keeping the cashflow outlook, reconciling supplier statements and drafting reports and emails. Every write passes a posting gate and no payment, approval or customer invoice can be issued by an agent.

Personal-assistant MCP server for managing personal data including calendar events, emails (read/label only), and contacts via local files or Gmail IMAP.

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.

Private MCP server for managing Gmail, custom IMAP/SMTP email, Slack notifications, and personal notes stored in SQLite.

Exposes personal portfolio data as tools for Claude to answer questions about the developer, including profile, skills, experience, projects, and contact information.

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

Read-only MCP server for reconciling SimpleFIN bank data against Firefly III ledger, enabling audit and review workflows without mutation.

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.