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

  • A
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    quality
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    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.
    10
    8
    Apache 2.0
  • A
    license
    A
    quality
    B
    maintenance
    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.
    15
    46
    MIT
  • A
    license
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    quality
    C
    maintenance
    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.
    46
    MIT
  • F
    license
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    quality
    D
    maintenance
    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.
  • F
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    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
  • F
    license
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    quality
    C
    maintenance
    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.
  • A
    license
    A
    quality
    A
    maintenance
    Free, self-hosted MCP server that reports which URLs ChatGPT, Claude, Perplexity, Gemini, and Bing cite for any query. Install with npx -y @automatelab/citation-intelligence.
    24
    117
    8
    MIT
  • 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
  • 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
  • A
    license
    C
    quality
    D
    maintenance
    A Model Context Protocol server providing comprehensive financial data from Yahoo Finance, allowing users to retrieve detailed stock information, financial statements, options data, and market news.
    34
    MIT
  • A
    license
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    quality
    B
    maintenance
    Obsidian Intelligence turns your vault into a Model Context Protocol server. Any MCP-enabled AI client (Claude Desktop, Claude Code, Cursor, OpenWebUI, Cline, Continue.dev, ChatGPT Desktop) can then search, analyze, and reason over your vault — without your notes ever leaving your machine.
    12
    1
    MIT
  • A
    license
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    quality
    D
    maintenance
    AI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.
    1
    MIT
  • A
    license
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    quality
    D
    maintenance
    A-MEM is a self-evolving memory system for coding agents that automatically organizes knowledge into a Zettelkasten-style graph with dynamic relationships, enabling semantic and structural search.
    34
    MIT
  • A
    license
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    quality
    A
    maintenance
    A local-first MCP server that connects SimpleFIN bank accounts to Claude, storing data in a local DuckDB file and providing a web dashboard.
    1
    MIT
  • A
    license
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    quality
    D
    maintenance
    MCP server providing 29 tools across 5 layers for semantic TypeScript/JavaScript code intelligence, enabling AI agents to find references, trace impacts, guard APIs, and explain errors without text-search false positives.
    28
    1
    MIT