"Resources or Information 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.

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.

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 Claude Code, Cursor, and Codex users to orchestrate plan/build/review workflows across host or CLI models with a spec gate, tool vetting, hard per-run and per-day cost/token limits, safe defaults, and clear logs.

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.

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.

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.

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.

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

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

India's first MCP server for Indian equity research, enabling Claude to access structured financial data, operational KPIs, and documents for 5,000+ NSE/BSE listed companies.

Tracks personal expenses with tools to add, edit, and summarize expenses, storing data locally in SQLite.

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

An MCP server and CLI providing business, financial, and tax calculations including math expressions, income tax estimates, loan amortization, depreciation, and more.

India's first MCP server for Indian equity research, enabling natural language queries on 5,000+ NSE/BSE listed companies directly from Claude.

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

Provides read-only investment research and audit tools for validating ETF snapshots, comparing ETF structures, and auditing backtest reports, while strictly excluding any order or trading capabilities.

Enables Claude to store and query personal finance transactions using semantic search. Transactions are persisted in ChromaDB and JSON, allowing natural language questions about spending trends and portfolio allocations.