Finance Assistant

finance MCP Server

Personal finance copilot for Claude Code and Claude Cowork — budgets, savings goals, investments, debt optimization, taxes, insurance, net worth, bank import (CSV/MT940/OFX), multi-currency, and scenario modeling. Privacy-first, encrypted at rest.

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Why This Matters

Discovered via github-topic:mcp and last synced 3mo ago.

Verified
Source
github-topic:mcp
Stars
29
Last synced
3mo ago
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8
Tools
0
Resources
0
Prompts
Standard I/O
Transport

Available Tools (8)

File

What it tests

Format

Banks / Sources

Likely

`Debatable`

Locale

Coverage

Threat

Protection

MT940

Any German bank (SWIFT standard)

Module

Purpose

Mode

What you say