11 #personal-finance MCP Servers & Clients

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

Zenfinance

Zenfinance

Give Claude, ChatGPT or any MCP assistant a shared memory of your household's transactions, budgets and monthly reviews.

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.

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.

Monexa

emilijan-koteski

Expense Tracking App

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.

TaxAct

TaxAct

Ask Claude about TaxAct filing costs, refund estimates, tax deadlines and the documents you need, with no TaxAct account.

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.

Calcfi Mcp

jeresalmisto

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

Beyond Payday

Beyond Payday

Household finance planner for AI assistants: cash flow, net worth, bills, debts, savings goals and retirement projections from your own Beyond Payday data. OAuth sign-in; read-only or read & write.