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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.

All

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.

Added last year

Asher - Personal Financial Data MCP Server

shlomiuziel

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

Added last year

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.

Added last month
MM

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.

Added 5 months ago
PF

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.

Added 3 months ago

Monexa

emilijan-koteski

Expense Tracking App

Added 5 months ago

Calcfi Mcp

jeresalmisto

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

Added 2 months ago
G—

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.

Added 4 months ago

Frequently asked questions

Common questions about MCP servers and clients tagged #personal-finance

1

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.

2

How many #personal-finance MCP servers and clients are there?

mcp.so currently lists 8 MCP servers and clients tagged #personal-finance.

3

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.