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661,184 tools. Updated 2026-10-15 23:34

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

  • Free and instant: remaining monthly budget, credit balance, when the budget resets, and which endpoints stay free. Check this before a paid call if you are unsure the budget covers it.
    ConnectorNo auth
  • Mint a PROJECT-scoped management token (`er_mcp_`) for MCP and REST; it cannot authenticate relay traffic. Use it after create_project to configure a fresh project, or for any project you already own. Attenuated by design: the scopes must be a subset of THIS management token's own grant (`read` is always included), expiry is mandatory (1–90 days, default 30, never "never"), and the minted management token (being project-scoped) can never mint management tokens itself. `spend` is human-granted only: no management token, of any scope, can mint one carrying it. Mint a spend-scoped token from the project's panel instead. Requires an ACCOUNT-scoped management token and the `config` scope. Returns the plaintext exactly once; only its hash is stored.
    ConnectorNo auth
  • Connect the user's existing POKEKA account or check its current access permissions. Use when the user explicitly asks to connect, sign in, or check their POKEKA account access (连接账号、登录、查看账号权限). Requires POKEKA OAuth; if not connected, return the account-linking challenge and retry after authorization. Public card and market queries do not require this tool. Returns the existing access tier and connection-management link, never credentials or personal identifiers. Does not purchase or change a plan. Calls update token activity and may record internal usage statistics.
    ConnectorNo auth
  • Fetch a federal account's budget data: total obligations, gross outlays, and budgetary resources, plus the per-Treasury-Account-Symbol (TAS) component breakdown in children. Federal accounts connect appropriations law to actual agency spending. Account codes come from usaspending_search_federal_accounts (its account_number output field) or usaspending_get_award_federal_accounts (its federal_account field), and are formatted as AGENCY-MAIN (e.g., 097-0100 for DoD Operation and Maintenance). For obligations broken down by program activity or object class, use usaspending_get_federal_account_breakdown.
    ConnectorNo auth
  • MANAGEMENT data class. Read the existing budget-or-prior variance report for a month; it never recalculates it. Amounts are decimal strings; a null actual or variance means unavailable, never zero. Rows view has whole-report unfiltered rollups and no cross-side grand total; filters affect only rows and filtered grain counts. Explanations view withholds internal notes and may redact structured PII. Filter lines or centres before paging; the signed page_token is source-pinned, so restart at page 1 if source_changed.
    ConnectorNo auth
  • Get configuration and settings for a budget group (NOT performance data). KEYWORDS: budget, group, settings, configuration, details, allocation, campaigns WHEN TO USE: - "Show me the [group name] budget group settings/configuration" - "What campaigns are in the [group name] budget group?" - "What's the budget allocation for [group name]?" - Getting budget group metadata without performance metrics WHEN NOT TO USE: - Performance questions (spend, CPL, leads, conversions) → use budget_group_performance instead - Questions like "how did X perform" or "total spend for X" → use budget_group_performance instead NOTE: If the user is asking about performance metrics (spend, leads, CPL, etc.), use budget_group_performance directly - it accepts the name and handles ID lookup internally. Matches the full stored name across search pages, ignoring letter case and outer whitespace, whether switched on or off. Refuses ambiguous names instead of selecting a different group. Returns complete budget group information including campaigns, budget allocation, and settings, plus the account's auto pause rule sets (accountAutoPauseRuleSets: id, name, default) a rule set switch can choose from. A MONTHLY_RESET or CUSTOM_RESET group starts over every period and runs until switched off; its currentPeriodStart and currentPeriodEnd only bound the current period, so never present them as the group ending or offer to extend it.
    ConnectorAPI key

Matching MCP Servers

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    license
    A
    quality
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    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.
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    MIT

Matching MCP Connectors

  • Credit card payoff, mortgages, refinancing, 401(k), rent vs buy. Every rule and default is cited.

  • Returns personal finance data such as cost of living, tax rates, and exchange rates from official sources.

  • Import a buyer's shopping-preference appraisal (derived by a Mind from the owner's email) onto their VIA Personal Shopper. Requires a link_token the owner minted in their VIA dashboard; it scopes the write to exactly one buyer. Pass ONLY the structured fields (categories, brands liked and avoided, sizes, cadence, budget signal): no free text, individual purchases, addresses, payment methods, order numbers or other personal details, and any extra field is discarded. VIA never receives raw email. Taste signals shape matching immediately and are drafted into the owner's Taste Card for them to approve and publish; the budget signal becomes a PROPOSED spending cap that the owner must approve in the dashboard before it gates any autonomous spend.
    ConnectorNo auth
  • Switch between personal and organization workspaces. Pass an organization_id to switch to that org, or pass null/empty to switch to personal. Affects which workflows, folders, and credentials are visible.
    ConnectorOAuth
  • Publishes supplied HTML as a new public Carryo website for sharing a presentation, proposal, report, dashboard, invitation, portfolio, or landing page. Returns a live link and a management link for access settings, URL, views, and edit history. New Personal websites consume the account creation allowance. Personal is the default destination; workspaceId selects a user-chosen team. Supports an optional customSlug and hosted images. Pass attached images through imageFiles. For one attachment, assets needs only its relative website path; Carryo matches the attachment automatically. For multiple attachments, use fileIndex (0 for the first imageFiles entry). Do not invent file IDs or ask for a public URL when attachment upload is available. Known fileId references and fetchable HTTP(S) sourceUrl imports also work. Carryo imports and hosts its own copy. Base64 image bytes and data URLs are unsupported. Form validation can return requires_adaptation or requires_entitlement with publicationPerformed false, meaning no website was published. Supports HTML pages and their image assets, without general file storage or backend hosting.
    ConnectorNo auth
  • Saves supplied HTML as a new private Carryo website draft for review before publication. Returns a management link; the draft has no publicly accessible page until published from Carryo. Passwords and restricted access are configured in the Carryo web app. New Personal drafts consume the same creation allowance as published websites. Personal is the default destination; workspaceId selects a user-chosen team. Pass attached images through imageFiles. For one attachment, assets needs only its relative website path; Carryo matches the attachment automatically. For multiple attachments, use fileIndex (0 for the first imageFiles entry). Do not invent file IDs or ask for a public URL when attachment upload is available. Known fileId references and fetchable HTTP(S) sourceUrl imports also work. Carryo imports and hosts its own copy. Base64 image bytes and data URLs are unsupported. Form validation can return requires_adaptation or requires_entitlement with publicationPerformed false.
    ConnectorNo auth
  • Publishes supplied HTML as a new public Carryo website for sharing a presentation, proposal, report, dashboard, invitation, portfolio, or landing page. Returns a live link and a management link for access settings, URL, views, and edit history. New Personal websites consume the account creation allowance. Personal is the default destination; workspaceId selects a user-chosen team. Supports an optional customSlug and hosted images. Pass attached images through imageFiles. For one attachment, assets needs only its relative website path; Carryo matches the attachment automatically. For multiple attachments, use fileIndex (0 for the first imageFiles entry). Do not invent file IDs or ask for a public URL when attachment upload is available. Known fileId references and fetchable HTTP(S) sourceUrl imports also work. Carryo imports and hosts its own copy. Base64 image bytes and data URLs are unsupported. Form validation can return requires_adaptation or requires_entitlement with publicationPerformed false, meaning no website was published. Supports HTML pages and their image assets, without general file storage or backend hosting.
    ConnectorNo auth
  • Saves supplied HTML as a new private Carryo website draft for review before publication. Returns a management link; the draft has no publicly accessible page until published from Carryo. Passwords and restricted access are configured in the Carryo web app. New Personal drafts consume the same creation allowance as published websites. Personal is the default destination; workspaceId selects a user-chosen team. Pass attached images through imageFiles. For one attachment, assets needs only its relative website path; Carryo matches the attachment automatically. For multiple attachments, use fileIndex (0 for the first imageFiles entry). Do not invent file IDs or ask for a public URL when attachment upload is available. Known fileId references and fetchable HTTP(S) sourceUrl imports also work. Carryo imports and hosts its own copy. Base64 image bytes and data URLs are unsupported. Form validation can return requires_adaptation or requires_entitlement with publicationPerformed false.
    ConnectorNo auth
  • List direct Reader/Editor/Admin grants on a dashboard, report, budget, or cost alert. One tool for all four kinds — pass `resourceKind` plus the object id from search / get / create. Returns grants (person, team, organization, or organization admins), the caller's effective role, and capabilities (canView / canEdit / canManage). canManage is true only for Admin. Budget alerts use resourceKind "budget" and the parent budget id. Templates have no ordinary grants. Read-only. EXAMPLES: • "Who can open the AWS dashboard?" → { resourceKind: "dashboard", resourceId: "clx9aws" } • "What access do I have on this report?" → { resourceKind: "report", resourceId: "clx9rpt" }
    ConnectorOAuth
  • List the Apple Mail accounts this server is allowed to see, plus the configured scope. Call this first to learn which accounts exist before filtering a search by account. Each account carries its `categories`. Accounts are labelled (Personal, Work, ...). For a personal task use the Personal accounts; call list_categories if unsure.
    ConnectorOAuth
  • Answers a cancer patient or caregiver question in plain language, grounded in NCCN Guidelines for Patients and medical literature. Covers what a diagnosis, stage, biomarker or test result means; treatment options; side effects and their management; questions for the oncologist; second opinions; living with cancer. Answers in the language of the question. Returns the answer, its sources, a disclaimer, a link to OpenCancer's care team, and an answer id. Emergencies, prognosis or life-expectancy questions, and questions about children return a safety message that routes to the care team instead of an answer. Educational information, not medical advice. Accepts no personal identifiers
    ConnectorNo auth
  • Run a UK buy-to-let ICR stress test. Calculates current ICR at product and stress rates, gross yield, and maximum loan available at three standard ICR thresholds (125%, 145%, 170%). Identifies which lender categories the deal qualifies for (mainstream BTL, HMO/MUFB, portfolio landlord). Ownership-aware: personal name uses 5.5% stress rate; limited company uses max of product rate or 5.5%. Calculated by FD Commercial, specialist UK property finance broker. Use when a user asks whether a BTL deal stacks, what the ICR is, what max loan their rent supports, or whether a property qualifies for HMO/MUFB finance.
    ConnectorNo auth
  • Run a UK buy-to-let ICR stress test. Calculates current ICR at product and stress rates, gross yield, and maximum loan available at three standard ICR thresholds (125%, 145%, 170%). Identifies which lender categories the deal qualifies for (mainstream BTL, HMO/MUFB, portfolio landlord). Ownership-aware: personal name uses 5.5% stress rate; limited company uses max of product rate or 5.5%. Calculated by FD Commercial, specialist UK property finance broker. Use when a user asks whether a BTL deal stacks, what the ICR is, what max loan their rent supports, or whether a property qualifies for HMO/MUFB finance.
    ConnectorNo auth
  • Create a calendar to hold events and track availability. Calendars are required before creating events — call this first when setting up a new agent. An agent can have multiple calendars (e.g. "Work", "Personal"). Org-level calendars (no agent_id) can be used as shared resources like meeting rooms.
    ConnectorNo auth
  • MANAGEMENT data class. Discover budget ids and versions without identity fields. Locked FX rate and all money-valued fields are decimal strings. Filter status or fiscal-year start before paging. The signed page_token is pinned to the complete filtered source; restart at page 1 if source_changed. This lists budget headers only, not cells, approvals identities, or a recalculated budget.
    ConnectorNo auth
  • MANAGEMENT data class. Read one versioned budget: identity-free header, its pinned P&L tree, and filtered/paginated cells with entered-versus-inferred truth. Amounts and locked FX rate are decimal strings. Filter months, lines, centres, or inference before paging; the signed page_token is source-pinned, so restart at page 1 if source_changed. Cells across different P&L lines are not one meaningful grand total, so no cross-line grand total is exposed. No people, ownership, editability, or approval identities are returned.
    ConnectorNo auth
  • Create, update, pause or activate Meta Ads campaigns. Actions: create — new campaign (name, objective, budget required) update — change name, budget, status pause — shortcut to pause a campaign activate — shortcut to activate a campaign Objectives: OUTCOME_TRAFFIC, OUTCOME_ENGAGEMENT, OUTCOME_LEADS, OUTCOME_SALES, OUTCOME_AWARENESS, OUTCOME_APP_PROMOTION. Budgets are in cents (e.g. 5000 = $50.00). A budget HERE means campaign budget optimization: the ad sets under it must then NOT carry their own budget. Leave the campaign budget empty to budget per ad set instead. For destructive delete use meta_ads_campaign_delete. [Flattened action: create] Bulk support: accepts campaign_ids for batched execution.
    ConnectorNo auth