#personal-finance

Beancount MCP Server is an experimental implementation that utilizes the Model Context Protocol (MCP) to enable AI assistants to query and analyze Beancount ledger files using Beancount Query Language (BQL) and the beanquery tool.

Share documents securely, track who views them, and manage your finances — all through AI. Create sharing links with password protection, email gates, NDA agreements. Get real-time analytics: page heatmaps, viewer engagement, download tracking. Full invoicing with estimates, clients, companies, products. Personal & business accounting: transactions, transfers, multi-currency, batch receipts. 15+ tools with granular OAuth 2.1 scopes.

24 free personal-finance + macro tools (mortgage, paycheck, tax, FRED, BLS) for LLM agents. Zero API keys, stdio transport.

A Personal Financial Data MCP Server over the israeli-bank-scrapers package

CashBFF is a personal-finance MCP server for Claude. Connect your bank through Plaid and ask Claude about your real money in chat. CashBFF is a remote, OAuth-secured MCP server that connects your bank to Claude through Plaid, so you can ask about your real money inside the chat you already use. It exposes 17 tools (8 read, 9 write — writes off by default) covering balances, transactions, recurring expenses, scheduled forecasts, a runway calculator, and a forward-looking calendar. Data flows from Plaid only, access tokens are encrypted with AES-256-GCM at rest, and CashBFF cannot move money or see full account/routing numbers. 14-day free trial, then $12.99/month.