"A server for finance intelligence via MCP" matching MCP servers:

Enables AI assistants to securely manage and analyze personal finances through natural language, with full control over data via a private PostgreSQL database.

Enables routing context and execution across AI tools like Claude, Cursor, Windsurf, and ChatGPT with a shared memory, task board, and context bus, plus local file conversion.

A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.

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.

A simple MCP server for interacting with Marinade Finance on Solana, providing real-time updates and secure transactions.

MCP server enabling Claude Code to capture screenshots of Windows applications through WSL2, allowing AI to diagnose UI errors and verify layouts.

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

Enables MCP clients to manage a local SQLite personal-finance ledger by recording income and expenses, listing transactions, aggregating spending by category, summarizing income/expense/net, and setting and tracking monthly budgets.

Enables GitHub Copilot Chat to query and analyze finance model data stored in MongoDB through natural language, supporting tools like listing collections, schema inspection, data queries, aggregations, and summary statistics.

Turns a personal-finance SQLite database into typed, schema-validated tools that an AI assistant can call directly, letting you manage accounts, transactions, budgets, debts, investments, tax estimates, and goals through natural language.

Enables personal finance tracking through Claude Desktop using natural language to manage income and expenses with persistent SQLite storage. Supports adding and deleting transactions, checking balances, and viewing spending summaries grouped by category or month.

A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.

Exposes personal-finance tools like accounts, transactions, spending analysis, budgets, bills, reminders, portfolio, and goals via MCP, enabling any MCP client to query financial data.

Local, privacy-first access to bank and credit-card transactions for Copilot, backed by SimpleFIN.

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.

MCP server for SEC EDGAR filing intelligence, providing tools for fetching, chunking/embedding, retrieval, and evaluation of filings.

An MCP server for aggregating multi-domain intelligence feeds, performing 80:20 crossover analysis, and publishing structured insights to multiple channels.

Provides a local MCP server for AI-powered web crawling on Windows, enabling agents to directly crawl and extract web content without requiring WSL.

Enables Large Language Models to access and manipulate Autodesk Revit models through a pyRevit-based bridge and the Model Context Protocol.

AutomateLab Citation Intelligence reports which URLs ChatGPT, Claude, Perplexity, Gemini, Bing and Google AI Overviews cite. Self-hosted with your own engine API keys. Product and documentation: https://automatelab.tech/products/mcp/citation-intelligence/