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

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.

Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.

Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.

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.

Personal Finance AI - MCP server providing AI-powered tools and automation by MEOK AI Labs

Enables interacting with personal-finance-service business operations—groups, payment methods, and expenses—as MCP tools, with Keycloak authentication for interactive and headless agents.

Enables local-first personal finance management through deterministic tools for importing, categorizing, and analyzing bank transactions.

Provides read-only access to Bifrost quota snapshots through a get_quota tool, returning normalized budget rows and summaries with derived remaining values.

MCP server scaffold for budget tooling, currently only provides a placeholder ping tool returning 'pong' to confirm plumbing works. No real budget functionality yet.

A lightweight MCP server for managing personal finances locally. It allows users to log transactions, view summaries, manage categories, and interact with their budget via any MCP-compatible LLM client.

Budget management and cost tracking MCP server for autonomous agents, enabling budget creation, cost recording, spending projections, and alert rules.

MCP server for Actual Budget that enables AI agents to read accounts, transactions, categories, and budgets, as well as create and update transactions and transfers.

A Model Context Protocol server that enables Claude to execute Python code using boto3 to query and manage AWS resources directly from conversations.

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

Double-entry accounting service for personal finance with MCP tools, enabling AI agents to manage accounts, transactions, budgets, and analytics via PostgreSQL.

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

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.

Institutional-grade quantitative stock analysis and research signals for AI agents via the Model Context Protocol (MCP).

Real-time stock & crypto market data for LLMs, over the Model Context Protocol.

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.