finance MCP Server
Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financial goals. MIT.
Discovered via github-topic:model-context-protocol and last synced 3mo ago.
1. Install the package
uvx personal-finance-ai-mcp
2. Add to claude_desktop_config.json
{
"mcpServers": {
"personal-finance-ai-mcp": {
"command": "npx",
"args": [
"personal-finance-ai-mcp"
]
}
}
}Config file location: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) / %APPDATA%\Claude\claude_desktop_config.json (Windows)
Description
Analyze spending against recommended budget allocations.
Estimate US federal income tax liability.
Create a debt payoff plan using avalanche or snowball method.
Analyze investment growth with asset allocation modeling.
Calculate time to reach a savings goal with compound interest.
Purpose
Price
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