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MCP servers tagged financial-planning
6 live MCP servers tagged "financial-planning", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with financial-planning.
Aleph
Skill + MCP server to turn your agent into an RLM. Load context, iterate with search/code/think tools, converge on answers.
Server For Ynab
Local MCP server for YNAB budget operations
MCP
Model Context Protocol server for the RetireGolden retirement-planning engine: headless, in-memory sessions over stdio (and optional HTTP).
Agentic Financial Planner Lab
Experimental, provider-neutral framework for auditable personal-finance planning agents: deterministic calculators, Monte Carlo simulation, MCP research citations, and a critic ga…
X1 Agent Skills
Your family office just hired an agent. Open-source skills that give AI agents real financial work, durable X1 context, and a hard stop before money moves.
ComputeToAi
Generic stock-and-flow simulation engine via MCP server. First use case: retirement, liquidity, and financial planning.