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

Best fit

513 made for this, ranked by starsRemoteLocal
  1. MCP Server for YNAB @hs737/mcp-server-for-ynabConnect your AI assistant to YNAB. Read-only by default, with reversible opt-in writes.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.2 GitHub stars.
  2. Firefly III @yakupemreyerli/mcp-firefly-iiiSecurity-first, self-hosted MCP server for Firefly III — 152 operations behind 5 scoped tools.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  3. Incomeos @perufitlife/incomeosAsk what you earn across every income stream: Stripe, affiliates, app stores, ads, manual.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  4. VaultPilot MCP @szhygulin/vaultpilot-mcpSelf-custodial crypto + DeFi MCP for AI agents. Ledger-signed. EVM, TRON, Solana, BTC, LTC.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  5. Lit Forge @noblabs/lit-forge-mcpAsset planning, market data, econ releases, central bank speakers, US macro, geopolitical. 19 tools.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  6. Monarchmoney @hakimelek/monarchmoneyMonarch Money API client with 30 MCP tools for accounts, transactions, budgets, and cashflow.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.2 GitHub stars.
  7. Budget @theluckystrike/budgetSet monthly budget categories, log spending, get over/under-budget reports. All data is local.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.1 GitHub stars.
  8. DealWatch @xiaojiou176-open/dealwatchLocal-first grocery price intelligence with a read-only MCP server.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  9. AI Usage @mohitbansal321/ai-usage-mcpReports real token usage and cost from Claude Code and OpenCode data. Nothing leaves your machine.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  10. stipend.sh @graphiker-australia/stipendNon-custodial USDC wallet on Base with spending limits enforced in code, not in a prompt.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  11. Asset Management @disin7c9/asset-managementDrawdown-first risk for your stock/ETF book — every number from a validated core, not the model.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.1 GitHub stars.
  12. Openfinance Br @brunovicco/openfinance-br-mcpSecure Open Finance Brasil MCP server with typed tools and a credential-free mock mode4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  13. Xpay @xona-labs/xpayXona Wallet: agent wallet for AI agents. x402 payments, AgenC hires, 20k+ services8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  14. Swiss health @remoprinz/swiss-health-mcpSwiss health insurance premiums (Krankenkassen-Prämien) 2016-2026. 1.6M records from BAG.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  15. Expense @justfsl50/expense-mcpPersonal Expense Tracker MCP Server — expenses, income, budgets & savings goals4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  16. Fintable MCP @jasoncbraatz/fintable-mcpUnofficial MCP server for fintable.io — manage financial categories, rules, and transactions.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  17. Splitwise @chrischall/splitwise-mcpSplitwise expense and group management for Claude — shared expenses, settle up, friends5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  18. ExpenseLM @clarenceh/expenselm-mcp-serverAn MCP server that provides access to your expense data on ExpenseLM.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  19. Debtfree @chrisbusbin-pixel/debtfreeDebt payoff calculator: snowball vs avalanche, minimum payment trap, extra-payment impact.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  20. Creditkarma @chrischall/creditkarma-mcpCredit Karma transactions for Claude — spending by category, merchant, and account summary12% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  21. Ratebook @cbetz/ratebookOpen MCP server for US electricity tariffs: real rate lookup, bill estimates, and when to charge.2% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  22. Pop Pay @100xpercent/pop-payRuntime security for AI agent commerce. CLI + MCP server blocks hallucinated purchases.18% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  23. Wise @blanketbyte/wise-mcpWise balances, card payments, transfers and recipients, plus transfers you approve twice.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  24. Petty @wawrepo/pettyWhat you keep and where: money, things, notes. End-to-end encrypted; decrypts on your computer.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.