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MCP server · Finance

io.github.Parsons-ai/money

· github.com/Parsons-ai/money-mcp-server

Personal finance assistant — track transactions, budgets, net worth via Plaid

Unclaimed finance
InstallView source
34Low

Scored 6 months ago · breakdown

About io.github.Parsons-ai/money

io.github.Parsons-ai/money is an MCP server in the Finance category: personal finance assistant — track transactions, budgets, net worth via Plaid.

Install

From source
git clone https://github.com/Parsons-ai/money-mcp-server

This 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 (5)

mutateCreate, update, or delete budgets, goals, reminders, and other entities

Parameters not published.

queryExecute read-only SQL queries on your financial data

Parameters not published.

schemaGet database table/column details

Parameters not published.

syncRefresh latest data from connected bank accounts via Plaid

Parameters not published.

whoamiGet authenticated user info

Parameters not published.

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Security checks

  • ✓README presentThe repository ships documentation.

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README

Money MCP Server

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

Server URL

https://money.parsons.ai/api/mcp

Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)

Tools

Tool Description Type
whoami Get authenticated user info Read
schema Get database table/column details Read
query Execute read-only SQL queries on your financial data Read
mutate Create, update, or delete budgets, goals, reminders, and other entities Write
sync Refresh latest data from connected bank accounts via Plaid Write

What You Can Do

  • "What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
  • "Show my top spending categories this month" — Analyze transactions by category
  • "Create a grocery budget for $500/month" — Create budgets, goals, and reminders
  • "Sync my latest transactions" — Pull fresh data from your connected banks
  • "Compare dining spending: January vs December" — Comparative analysis across time periods

How to Connect

Claude.ai / Claude Desktop

Add as a connector using the server URL above. OAuth will guide you through sign-in.

Any MCP Client

Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.

Links

About

Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.

Built by Parsons.AI.

README copy captured when this server was indexed; it may lag the repository. The original is authoritative.

Questions

About io.github.Parsons-ai/money

How do I install io.github.Parsons-ai/money?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is io.github.Parsons-ai/money safe to use with an AI agent?

Its trust score is 34 out of 100 (low). It passes 1 of the 1 static security checks run so far. It has no ConduID identity yet, so agent calls to it are not receipted.

Is io.github.Parsons-ai/money still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.