- Local-first personal finance MCP @adelaidasofia/finance-mcpLocal-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
- Taxformatter @sean-bravo/taxformatterParse crypto CSVs and bank PDFs into clean transaction data for Koinly, TurboTax, CoinLedger.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
- Truthifi @truthifi/mcpOne verified household record for your AI: accounts, holdings, fees and Score. Can't move money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Lovie Company Formation @lovie/company-formationForm companies, manage bank accounts, cards, invoices and more — directly from your AI coding tools.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- 99Pay MCP @mcp-dir/99pay-mcpConnect your 99Pay account to AI via Brazil's Open Finance: balances, statements, cards, investments8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- Money @parsons-ai/moneyPersonal finance assistant — track transactions, budgets, net worth via Plaid12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- Snabber @snabber/snabberBrazilian personal & business finance with Open Finance: transactions, cards, investments.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- findefend @findefend/findefendFinds recurring charges in bank statements and flags what to cancel.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- PivotBank @pivotbank/pivotbankConvert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- Plaid @mrfentmen/plaid-mcpQuery Plaid sandbox: institutions, categories, sandbox public tokens. Sandbox only.Not assessed yet.Runs on your machine, installed from npm.
- MyFinanceBook @myfinancebook/myfinancebookAsk Claude about your income and spending, and import bank statements. No bank login.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Openfinance @openfinanceorg/openfinanceConnect your financial accounts to view balances, search transactions, and get spending insights.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
- Thoughts @thoughtbox/thoughtsAn MCP server that provides read access to your cloud storage providers, bank accounts and more.41% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Inferventis MCP Server @bankee/inferventis-mcpLoan & mortgage calculator, compound interest, ROI, crypto prices, FX conversion for AI agents.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- AgenticBooks @agenticbooks/booksStartup books from live bank and billing feeds: P&L, balances, approvals, period close.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Bank Statement Analysis @mybankstatementanalysis/bank-statementsTurn bank statement PDFs into categorized, balance-checked transactions and reports.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
- BankingMCP @banking-mcp/bankingRead-only access to your bank balances and transactions in Germany and the EU. Free trial.20% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Glide — wallets and US banking @glide/banking-connectorInstant Base + Solana wallets, free and x402-payable. US bank account after a 2-min check.16% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- FINLY Balance Report Analysis @finly/report-analysisIsraeli mortgage reports with Hebrew results, 15-minute recovery and authorized external OCR.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- Statement to Budget @statementtobudget/bank-statement-converterTurn bank statement PDFs, CSVs, XLSX and OFX into categorised transactions plus a summary.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
- Truo @truo/truoAsk your AI about your own Australian bank accounts. It is read-only at the bank.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Bank Statement Sheet @bankstatementsheet/bank-statement-sheet-mcpConvert PDF bank statements into transactions that arrive with a pass/fail reconciliation verdict.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
- Rho @rho/apiTools for your business banking with Rho, including accounts, transactions, and more8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
- Era Context @era/contextPersonal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
