"Information and Resources on Finance" matching MCP servers:

Web scraper and token compressor that converts HTML to clean markdown with 70-80% fewer tokens. Single-page compression and multi-page BFS crawling with auto-fallback fetch modes.

MCP server that demonstrates the Resources feature by exposing static and dynamic resources, including contact data and personalized greetings, through MCP.

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.

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

Provides AI agents with deterministic, offline finance tools for commodity margin analysis, loan covenant compliance, invoice auditing, AP exception classification, and five-day close readiness.

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

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.

Provides tools for managing personal finances via MCP, including accounts, transactions, debts, savings, budgets, and asset tracking, with summaries and reporting capabilities.

Bridges the ChatGPT web UI to a local development environment over MCP, letting the model read and patch files, run real shell commands and terminals, execute tests, and control the desktop (screen, mouse, keyboard, clipboard) within user-approved folders. It adds parallel workers, goal/loop long-task control, plugin tools, and a security-hardening layer with risk-tiered shell policy, audit logging, and credential sanitization.

Enables querying personal financial data such as balances, expenses by category, upcoming bills, transactions, and credit card summaries through any MCP client, using a SQLite database with fictional seed data.

Enables Codex or Claude Code to query bank balances, movements, and spending summaries through a locally run MCP server that keeps signing keys and encrypted financial data on the user's computer.

MCP server for SchoolFinance, a single-user school finance app, exposing tools and resources for managing students, classes, payments, income/expenses, reports, and settings via local SQLite.

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

An MCP server for analyzing startup financial health and generating metrics reports locally.

Relays a result screenshot to Slack so you can review a coding agent's output without opening the app.

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.

MCP server that exposes the OBBBA No Tax on Tips federal deduction logic as callable tools, enabling users to check eligibility and estimate tip deductions.

Provides Korean-specific financial calculators (4 insurances, salary net, severance pay, capital gains tax, DSR/DTI, FX conversion, housing subscription score) as MCP tools for AI agents.

Provides real-time AI compute pricing and cost analysis across LLM providers, enabling session cost tracking, model price comparisons, and historical data queries.

MCP server for Apple Notes enabling read, search, write, and sync of notes with high fidelity, including styles, attachments, and bidirectional Markdown sync.