personal-finance MCP servers

23 tagged personal-finance, measured the same way as everything else here.

Browse within: model-context-protocol 12mcp-server 8fintech 7budgeting 6cursor-rules 6

copilot-money-mcp

01

ignaciohermosillacornejo/copilot-money-mcp

MCP server Claude CodeCodexCursor +2

Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes. Runs locally from the copilot-money-mcp npm package.

not rated 85 yesterday A tokens not measured original MIT

kirill-markin/expense-budget-tracker

MCP server Claude CodeCodexCursor +2

Track expenses, budgets, balances, transfers, and multi-currency reports with OAuth-secured tools. Remote server at mcp.expense-budget-tracker.com.

not rated 33 today A tokens not measured original MIT

pocketsmith-mcp

03

dannyshaw/pocketsmith-mcp

MCP server Claude CodeCodexCursor +2

Production-ready MCP server for PocketSmith personal finance API. Runs locally from the pocketsmith-mcp Python package.

not rated 3 5mo ago A tokens not measured copy · 100% MIT

actual-mcp

04

type0labs-dev/actual-mcp

MCP server Claude CodeCodexCursor +2

Actual Budget MCP server exposing API functionality. Runs locally from the actual-mcp npm package.

not rated 2 3mo ago A tokens not measured original MIT

actual-budget

05

vikisingh23/wealth-forge-ai

MCP server Claude CodeCodexCursor +2

One of 6 in .mcp.json

MCP server "actual-budget" as configured in vikisingh23/wealth-forge-ai. Runs locally from the mcp-server-actual-budget npm package. Needs 3 environment variables to run.

not rated 1 1mo ago A tokens not measured original MIT

monroedean/doctor-of-credit-mcp

MCP server Claude CodeCodexCursor +2

MCP server "doctor-of-credit-mcp" as configured in monroedean/doctor-of-credit-mcp. Runs locally from the doctor-of-credit-mcp npm package.

not rated 1 1mo ago A tokens not measured

despezzas-mcp

07

guipmilek/despezzas-mcp

MCP server Claude CodeCodexCursor +2

MCP server "despezzas-mcp" as configured in guipmilek/despezzas-mcp. Runs locally from the despezzas-mcp Python package.

not rated 1 20d ago A tokens not measured original MIT

openbanking-mcp

08

guille-near/openbanking-mcp

MCP server Claude CodeCodexCursor +2

MCP server "openbanking-mcp" as configured in guille-near/openbanking-mcp. Runs locally from the openbanking-mcp Python package.

not rated 1 3mo ago A tokens not measured original MIT

mcp-spendee

09

gibsn/mcp-spendee

MCP server Claude CodeCodexCursor +2

MCP server "mcp-spendee" as configured in gibsn/mcp-spendee. Runs locally from the mcp-spendee Python package.

not rated 0 23d ago A tokens not measured original MIT

my-finance-mcp

10

xinrong-meng/my-finance-mcp

MCP server Claude CodeCodexCursor +2

MCP server "my-finance-mcp" as configured in xinrong-meng/my-finance-mcp. Runs locally from the my-finance-mcp Python package.

not rated 0 11mo ago A tokens not measured original MIT

tuskledger-mcp

11

BradMorphsters/tuskledger-mcp

MCP server Claude CodeCodexCursor +2

MCP server for Tusk Ledger — gives your AI assistant typed access to your local personal finance data. Runs locally from the tuskledger-mcp Python package.

not rated 0 today A tokens not measured original MIT

mf-dashboard-mcp

12

staticWagomU/mf-dashboard-mcp

MCP server Claude CodeCodexCursor +2

MCP server "mf-dashboard-mcp" as configured in staticWagomU/mf-dashboard-mcp. Runs locally from the mf-dashboard-mcp npm package.

not rated 0 1mo ago A tokens not measured original MIT

financial-agent

13

albeorla/personal-finance-agent

MCP server Claude CodeCodexCursor +2

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

not rated 0 26d ago A tokens not measured original MIT

robinhood

14

arunash/cairn

MCP server Claude CodeCodexCursor +2

MCP server "robinhood" as configured in arunash/cairn. Runs cairn.broker.mcp with python. Needs 1 environment variable to run.

not rated 0 2mo ago A tokens not measured

abco20/ezbookkeeping-mcp-server

MCP server Claude CodeCodexCursor +2

MCP server "ezbookkeeping-mcp-server" as configured in abco20/ezbookkeeping-mcp-server. Runs locally from the ezbookkeeping-mcp-server npm package.

not rated 0 24d ago A tokens not measured original MIT

ynab-budget-mcp

16

Orlando-Villanueva/ynab-budget-mcp

MCP server Claude CodeCodexCursor +2

Curated YNAB MCP tools with experimental guarded assignment previews. Runs locally from the ynab-budget-mcp npm package.

not rated 0 7d ago A tokens not measured original MIT

fineye-mcp

17

mktpavlenko/fineye-mcp

MCP server Claude CodeCodexCursor +2

MCP server "fineye-mcp" as configured in mktpavlenko/fineye-mcp. Runs locally from the fineye-mcp npm package.

not rated 0 1mo ago A tokens not measured original MIT

finance

18

Marcusdt-UX/finance-mcp-server

MCP server Claude CodeCodexCursor +2

MCP server "finance" as configured in Marcusdt-UX/finance-mcp-server. Runs dist/index.js with node. Needs 1 environment variable to run.

not rated 0 1mo ago A tokens not measured original MIT

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