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MCP server · RAG

sh.openbudget/mcp

by · github.com/markets-ai/openbudget-mcp

Ask your AI about your real money — transactions, balances, and debts from 10,000+ US banks.

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Scored 4 months ago · breakdown

About sh.openbudget/mcp

sh.openbudget/mcp is an MCP server published by markets-ai in the RAG category: ask your AI about your real money — transactions, balances, and debts from 10,000+ US banks.

Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/markets-ai/openbudget-mcp

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 (13)

create_transaction*(write)* Log an off-bank purchase made with physical cash, a gift card, or store credit.

Parameters not published.

delete_categorization_rule*(write)* Remove a rule.

Parameters not published.

delete_transaction*(write)* Remove a manually-created transaction (bank transactions are hidden with `update_transaction` instead).

Parameters not published.

get_liabilitiesCredit cards, student loans, and mortgages: APRs, due dates, minimum payments, payoff data.

Parameters not published.

get_liability_historyHow those liabilities changed over time, including APR moves, balance trends, and YTD interest.

Parameters not published.

list_accountsEvery linked account with balances, institution, and a normalized net-worth view.

Parameters not published.

list_available_categoriesThe full transaction category taxonomy.

Parameters not published.

list_categorization_rulesYour auto-categorization rules, in evaluation order.

Parameters not published.

save_categorization_rule*(write)* Create a rule once, such as "payments to our nanny are childcare," and new transactions follow it.

Parameters not published.

search_transactionsSearch and filter transactions by text, category, account, date range, or amount, with settlement links and merchant location details when Plaid supplies them.

Parameters not published.

Show all 13 tools
update_liability*(write)* Note or manual balance override on a credit card or loan.

Parameters not published.

update_transaction*(write)* Recategorize a transaction, add a note, split it, or hide it from searches.

Parameters not published.

upsert_manual_account*(write)* Create or update a manual off-bank account such as a cash wallet or gift-card balance.

Parameters not published.

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Questions

About sh.openbudget/mcp

How do I install sh.openbudget/mcp?

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

Is sh.openbudget/mcp safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is sh.openbudget/mcp still maintained?

Yes — the last commit was 2 months ago. The repository has 0 stars and 0 forks.