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

  • personal-finance-mcp

    JosueM1109
    A
    license
    A
    quality
    C
    maintenance
    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.
    9
    6
    MIT

  • Personal Finance MCP

    sarveshtalele
    A
    license
    B
    quality
    A
    maintenance
    Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
    77
    5
    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

  • budget-mcp

    PedroLiu1999
    F
    license
    A
    quality
    B
    maintenance
    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.
    12

  • actual-budget-mcp

    Saikumarmohan
    A
    license
    A
    quality
    B
    maintenance
    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.
    11
    1
    MIT

  • 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

  • Finance App

    youssefaltai
    F
    license
    Not graded
    quality
    C
    maintenance
    Double-entry accounting service for personal finance with MCP tools, enabling AI agents to manage accounts, transactions, budgets, and analytics via PostgreSQL.

  • 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

    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