8 #personal-finance MCP Servers & Clients
Every MCP server and client below is tagged #personal-finance — install one to give Claude, Cursor, VS Code, or any other MCP-compatible client access to personal-finance tools.
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Beanquery MCP
vanto
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.
Asher - Personal Financial Data MCP Server
shlomiuziel
A Personal Financial Data MCP Server over the israeli-bank-scrapers package
Calcfi Mcp
jeresalmisto
24 free personal-finance + macro tools (mortgage, paycheck, tax, FRED, BLS) for LLM agents. Zero API keys, stdio transport.
GetALife — Zero-Based Budgeting
Narazgul
11 tools that help AI assistants answer budgeting questions — create budget plans, calculate net worth, financial runway, savings goals, audit subscriptions, and demo voice input. Powered by GetALife app.
Xpenser - oprn-source personal AI-enabled finance tracker
cleverbrush
xpenser.cleverbrush.com is a ln open-source, self-hostable personal expense and income tracking app supporting different currencies, categories, vendors, automated invoice parsing, AI geberated reports and more.
Monexa
emilijan-koteski
Expense Tracking App
Personal Finance MCP
JosueM1109
Self-hosted, read-only MCP server for personal finance. Connect your banks, credit cards, loans, and brokerage accounts via Plaid and query them from Claude Code in plain English — no third-party aggregator involved.
Monarch MCP
vargahis
Comprehensive Monarch Money integration with read and write support for accounts, transactions, budgets, cashflow, credit history, and more. Secure browser-based auth with tokens stored in the OS keychain. Installs in one click via .mcpb for Claude Desktop.
Frequently asked questions
What is a #personal-finance MCP server?
- An MCP server tagged #personal-finance implements the Model Context Protocol so AI assistants like Claude, Cursor, and VS Code can access personal-finance-related tools, data, or APIs.
How many #personal-finance MCP servers and clients are there?
- mcp.so currently lists 8 MCP servers and clients tagged #personal-finance.
How do I install a #personal-finance MCP server?
- Open any server below and copy its install snippet into Claude Desktop, Cursor, VS Code, or another MCP client's configuration — remote servers need no separate download.