Personal finance MCP servers

A server here personal budgets, spending, savings, net worth or retirement planning.

Not here: a business's accounting.

987servers
725 remote262 localTagged by Odel's AI, which can make mistakes
By GitHub stars, at most two per publisher
  1. Number 1: Beancount.io@beancount/beancountQuery, edit, and reconcile a hosted Beancount ledger: BQL, reports, files, and bank imports.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.293 GitHub stars.
  2. Number 2: BankMCP™@noskillish/bankmcpRead-only MCP server for your own bank accounts via Enable Banking. Self-hosted, one user.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.279 GitHub stars.
  3. Number 3: Actual Budget MCP Server@s-stefanov/actual-mcpMCP server exposing Actual Budget accounts, transactions, budgets and reporting to LLM assistants.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.254 GitHub stars.

Best fit

513 made for this, ranked by starsRemoteLocal
  1. MoneyMatter @letehaha/moneymatterPersonal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.Not assessed yet.A remote server; you sign in with your account.162 GitHub stars.
  2. agentburn @socialpranker/agentburnLocal profiler: which usage window took you out, and where your agent's money goes4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.112 GitHub stars.
  3. openInvest @longsizhuo/openinvestInvestment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.110 GitHub stars.
  4. Lunch Money @akutishevsky/lunchmoney-mcpMCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.109 GitHub stars.
  5. Copilot Money @ignaciohermosillacornejo/copilot-money-mcpQuery and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.83 GitHub stars.
  6. Monarch Money @pulsemcp/monarch-moneyMCP server for Monarch Money — account, transaction, and budget management.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.81 GitHub stars.
  7. gnucash-mcp @ninetails-io/gnucash-mcpTalk to your GnuCash books: a financial dashboard, statements reconciled in one call, and invoicing.Not assessed yet.Runs on your machine, installed from MCPB.76 GitHub stars.
  8. Lifeos @edrisranjbar/lifeosSelf-hosted life OS: habits, goals, tasks, finances and notes over a token-protected API.Not assessed yet.Runs on your machine, installed from npm.64 GitHub stars.
  9. Trade It @tradeit/mcpTrade stock, crypto, and options on Robinhood, ETrade, Webull, Charles Schwab, Coinbase, or Kraken.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.60 GitHub stars.
  10. Quicken Mac @dweekly/quicken-mac-mcpRead-only access to Quicken For Mac financial data: transactions, spending, and portfolios.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.44 GitHub stars.
  11. Trayd @teamtrayd/trayd-mcpTrade Robinhood through natural language in Claude Code.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.42 GitHub stars.
  12. Robinhood Portfolio Research @verygoodplugins/robinhood-mcpRead-only research tools for Robinhood portfolio data6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.39 GitHub stars.
  13. T-Bank MCP @icyberdeveloper/tbank-mcpT-Bank (Т-Банк) mobile banking: accounts, cards, transfers, bill pay, grocery, tickets, travel23% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.36 GitHub stars.
  14. Expense Budget Tracker @expense-budget-tracker/expense-budget-trackerTrack expenses, budgets, balances, transfers, and multi-currency reports with OAuth-secured tools.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.33 GitHub stars.
  15. Monarch MCP Server @jamiew/monarch-mcpQuery and update Monarch Money accounts, transactions, and budgets6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.25 GitHub stars.
  16. Banco MCP @douglac/banco-mcpBrazilian Open Finance MCP — 30+ banks (Itaú, Nubank, etc.) to Claude/Cursor. Read-only.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.24 GitHub stars.
  17. Yandex Lavka @dudude-bit/yandex-lavka-mcpUnofficial MCP server for ordering Yandex Lavka groceries: search, cart, checkout.12% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.22 GitHub stars.
  18. Ghostfolio MCP @mhajder/ghostfolio-mcpMCP server for Ghostfolio portfolio management and financial data access4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.22 GitHub stars.
  19. ZenMoney @a-tarasoff/zenmoney-mcpMCP server for ZenMoney personal finance app7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.19 GitHub stars.
  20. Ledgr @kentaniguchi-r/ledgrSelf-hosted personal finance app with bank sync, budgets, net worth and investment tracking4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.18 GitHub stars.
  21. Monarch Money @vargahis/monarch-moneyMCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.14 GitHub stars.

Also touches on Personal finance

452 where it is one part of a bigger job