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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

  • 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

  • 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

  • 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

  • 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

  • Actual Budget MCP Server

    yhc0712
    A
    license
    Not graded
    quality
    C
    maintenance
    Enables AI assistants to interact with Actual Budget for personal finance management through natural language, supporting transactions, account balances, budget tracking, spending analysis, and payment searches.
    27
    MIT

  • 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

  • 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

  • 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

    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