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MCP servers tagged personal-finance
72 live MCP servers tagged "personal-finance", ranked by trust score. Tags come from package metadata and repository topics, so this list covers servers across every category that work with personal-finance.
Yodlee MCP Server
A Gradio-based MCP (Model Context Protocol) server that connects Claude Desktop to Yodlee banking data, with text-to-speech audio summaries powered by ElevenLabs and OpenAI TTS.
FinFreedom
Indonesia-native personal finance OS — budgeting, FIRE planning (Monte Carlo), investments, and a first-class MCP server for AI agents. Next.js 15 + Prisma + TypeScript.
Coffer
Self-hosted Moneydance alternative and replacement: double-entry personal finance in your browser, reachable from anywhere over HTTPS with passkey-only login. Full-history Moneyda…
Finance App
Double-entry accounting MCP service: ledger, budgets, analytics. FastAPI + PostgreSQL. For use with MCP-capable agents.
Openportfolio
Self-hosted portfolio tracker: every account as one net worth, the investor flows behind the price, and a Brier-scored record of the calls you made. No provider API key.
PortfolioDB
Self-hosted portfolio ledger on Postgres. Append-only and lot-based, with FIFO and average-cost engines that compute cost basis on read. Ships an MCP server your own AI agents can…
Saybooks
Saybooks — open-source books an AI agent can keep: invoicing, order to cash, CRM, job hunt and personal finances over one MCP connector, with rules the agent cannot break and one…
Lunchmoney Dxt
Manage your Lunch Money finances with AI assistance in Claude Desktop
Mf Dashboard MCP
Local, group-scoped, read-only MCP server for hiroppy/mf-dashboard
Cashish
Finanzas personales MXN con crédito real (corte, pago, suscripciones) y MCP para agentes
Monarch Checks
Browser extension (Manifest V3) that extracts check payees from Ally Bank images using Claude vision and writes the merchant and category to matching Monarch Money transactions. R…
Personal Finance
Personal finance dashboard on Cloudflare Workers: Plaid ingestion, D1 storage, deterministic analytics, and an OAuth-protected MCP server. Single-owner, read-only, self-hosted wit…
Personal Finance Agent
Local MCP server giving an AI agent grounded, evidence-backed personal-finance tools: cash-flow projection, drift detection, recurring-charge onboarding, reconciliation. Determini…
Capitls
Personal finance MCP agent — Finary portfolio, PEA tracking, ETF analysis, DCA planner for French market
Shikin
Local-first personal finance for desktop and private web access, with budgets, investments, and CLI/MCP automation.
Spendee
Unofficial Python MCP server for Spendee personal finance
Ynab AI Assistant
AI assistant for YNAB (You Need A Budget): a Java Spring Boot server exposing 11 financial tools over MCP and a REST chat API, plus a Chrome MV3 extension that injects an AI chat…
Ynab Budget MCP
A local MCP server for AI-assisted YNAB budget understanding with guarded assignment previews.
Ezbookkeeping MCP Server
A production-oriented MCP server for the ezBookkeeping HTTP API
Truthifi MCP
One verified household record for your AI: accounts, activity, holdings, fees, performance, cash flow, the advisors on your accounts, financial diagnostics, and your Truthifi Scor…
Duesback
Duesback builds AI agents that get people and small businesses back the money they're owed.
Lifeflow Local MCP
Privacy-first standalone on-device Model Context Protocol (MCP) servers built with FastMCP over stdio transport for secure personal finance expense tracking, budget limits, and ha…