About io.github.alex-odoo/myfinance-mcp
io.github.alex-odoo/myfinance-mcp is an MCP server in the Finance category: personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Install
git clone https://github.com/alex-odoo/myfinance-mcpThis server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.
Tools (27)
connect_bankLink a real bank via open banking (Enable Banking, EU/UK): list banks, start consent, status, per-account sync toggle, disconnect
Parameters not published.
connect_zenmoneyLink a ZenMoney account (international and .ru backends auto-detected) for read-only sync
Parameters not published.
create_accountCreate a bank / card / cash / investment account with currency and personal/business entity
Parameters not published.
delete_accountDelete one money account (with its transactions after explicit confirmation)
Parameters not published.
delete_all_dataPermanently delete the user profile and ALL data (GDPR erasure)
Parameters not published.
delete_transactionDelete one transaction by id
Parameters not published.
delete_transactionsBulk delete by ids
Parameters not published.
export_transactionsFull CSV export (includes the entity column for accountant handoff)
Parameters not published.
get_accountsAll accounts with balances and net worth, converted to base currency
Parameters not published.
get_budget_progressLive budget progress with days left; renders as a dashboard
Parameters not published.
Show all 27 tools
get_settingsBase currency and timezone
Parameters not published.
get_summaryPeriod totals by category, merchant or month; expense or income breakdown, category drill-down and exclusions
Parameters not published.
get_transactionsList and filter raw transactions
Parameters not published.
get_trendsMonth-over-month spending trends and deltas
Parameters not published.
import_transactionsBulk statement import (up to 500 rows/call): dedup by bank reference or derived key, twin merge, reconciliation check
Parameters not published.
log_balanceAnchor an account's balance at a date; later flows compute from the snapshot
Parameters not published.
log_expenseRecord one purchase, bill or receipt (negative amount = refund)
Parameters not published.
log_incomeRecord income: salary, invoice, refund, interest
Parameters not published.
log_transferMove money between accounts, cross-currency supported; never counts as spending
Parameters not published.
merge_accountsFold one account into another: move rows, de-duplicate both sides, rewrite transfers
Parameters not published.
pingHealth and auth check
Parameters not published.
set_budgetMonthly cap per category or overall
Parameters not published.
sync_bankPull booked transactions and balances from the connected bank; incremental, transfer pairing, dedup-safe. Healthy connections also auto-sync server-side roughly daily
Parameters not published.
sync_zenmoneyPull ZenMoney accounts and transactions; incremental, dedup-safe, keeps your manual edits
Parameters not published.
update_accountRename an account or change its type, entity or main currency
Parameters not published.
update_settingsChange base currency or timezone
Parameters not published.
update_transactionFix any field of an existing transaction, including its type (e.g. turn a cash withdrawal into a transfer); category fixes are remembered per merchant for future syncs
Parameters not published.
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