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

  • personal-finance-mcp

    joohyukjung
    A
    license
    Not graded
    quality
    C
    maintenance
    A comprehensive MCP server for managing personal finances, enabling users to track expenses, manage budgets, monitor financial goals, and analyze spending patterns through an AI assistant. All data is stored locally in SQLite for complete privacy.
    18
    MIT

  • Personal Finance MCP Server

    jahnavi-reddy03
    A
    license
    Not graded
    quality
    B
    maintenance
    Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.
    MIT

  • local-budget

    natejswenson
    A
    license
    B
    quality
    A
    maintenance
    Enables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.
    36
    MIT

  • agent-budget

    nyx-builds
    A
    license
    Not graded
    quality
    C
    maintenance
    Budget management and cost tracking MCP server for autonomous agents, enabling budget creation, cost recording, spending projections, and alert rules.
    MIT

  • budget-mcp

    HamzaLatif02
    F
    license
    A
    quality
    B
    maintenance
    MCP server scaffold for budget tooling, currently only provides a placeholder ping tool returning 'pong' to confirm plumbing works. No real budget functionality yet.
    4

  • token-budget

    tachika710
    A
    license
    Not graded
    quality
    B
    maintenance
    MCP server for estimating LLM token consumption and costs from project documents, code, and materials. Provides 8 tools including project budget planning, token/cost estimation, GitHub repo analysis, and pricing refresh.
    MIT

  • mcp-budget-server

    haebojagu
    F
    license
    A
    quality
    C
    maintenance
    An MCP server for advertising estimate analysis that calculates billing, outsourcing costs, net revenue, and margin rate from various currency formats.
    2

  • finance-mcp

    adelaidasofia
    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

  • YNAB Budget MCP

    Orlando-Villanueva
    A
    license
    A
    quality
    C
    maintenance
    Provides a read-only interface to YNAB budget data, allowing AI assistants to inspect budgets, accounts, categories, transactions, and more. Includes an experimental guarded write workflow for category assignments.
    10
    MIT

  • Actual Budget MCP Server

    marcoaperez
    A
    license
    A
    quality
    A
    maintenance
    Enables LLMs to interact with a self-hosted Actual Budget instance, providing financial data and management tools with correct financial semantics and no cents math.
    11
    3
    MIT

  • actual-budget-mcp

    henfrydls
    A
    license
    A
    quality
    B
    maintenance
    An MCP server that connects Actual Budget to Claude, enabling users to manage budgets, transactions, and spending insights through natural language.
    34
    27
    2
    MIT

  • finance-agent

    preethampathi2305
    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

  • mcp-resources-giulia-ai

    wganalytics
    A
    license
    Not graded
    quality
    C
    maintenance
    MCP server that demonstrates the Resources feature by exposing static and dynamic resources, including contact data and personalized greetings, through MCP.
    MIT

  • Personal Finance Tracker MCP

    sepfazeli
    F
    license
    Not graded
    quality
    C
    maintenance
    An MCP server that lets you log and query your own spending through natural conversation with Claude, instead of a spreadsheet or app.
    6

  • finance-mcp

    LearningAI99
    F
    license
    Not graded
    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

  • asset-management

    disin7c9
    A
    license
    A
    quality
    A
    maintenance
    A local, read-only MCP server (plus CLI) over your own stock/ETF transaction log. A deterministic core computes drawdown-first risk with bootstrap confidence intervals and validates targets with walk-forward verdicts. The assistant narrates, but the number fence makes it structurally impossible for the model to produce a figure.
    8
    1
    AGPL 3.0

  • finance-mcp-server

    Marcusdt-UX
    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
    60
    MIT