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albeorla/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. Deterministic; never invents numbers.

This repository also configures its own agents. See what personal-finance-agent tells them →

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financial-agent

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albeorla/personal-finance-agent

MCP server Claude CodeCodexCursor +2

RAG-powered agent for SEC financial filings. Runs locally from the financial-agent Python package.

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