Personal finance MCP servers

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

Not here: a business's accounting.

1,011servers
748 remote263 localTagged by Odel's AI, which can make mistakes

Best fit

530 made for this, ranked by starsRemoteLocal
  1. GetALife Budget @narazgul/getalife-budgetZero-Based Budgeting tools: budget plans, runway, net worth, savings goals, debt payoff plans.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  2. Comprabtc @csacanam/comprabtcNon-custodial Bitcoin DCA for agent treasuries: approve USDT once, stack WBTC on Celo forever.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  3. Furlpay Cli @furlpay/furlpay-cliStablecoin payments, swaps, stock orders, market data, travel booking, yield and card controls.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  4. Rustok Wallet @rustok-org/rustok-walletSelf-custody Ethereum agent wallet (MCP/stdio). Keys stay in a local Docker volume.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  5. Mintline @mintlineai/mintline-mcpConnect AI assistants to your Mintline receipts, transactions, and spending analytics.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. Venmo @markswendsen-code/venmoMCP server for Venmo - check balance, send/request money, view history8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. Nwc @llmops-pro/nwc-mcpLightning wallet for AI agents via Nostr Wallet Connect (NIP-47): budget caps, confirm, audit log.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  8. Firstdollar @lisamaraventano-spine/firstdollarAn MCP that teaches AI agents to use the wallets they already have. Teacher, not butler.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. Faida @gabrielmahia/faida-mcpMCP server for savings and investment coordination in East Africa (faida = returns)4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  10. Debt Payoff @comil27/debt-payoff-mcpRETIRED - this server is discontinued and its backend is offline. Do not use.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  11. 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.
  12. Switchai @us1929/switchaiCompare Italian energy tariffs with AI. Analyzes bills, finds best offers, live market indices.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  13. Finance Intelligence @ronit-019/finance-intelligence-mcpPersonal finance MCP server with budgeting, analytics, and PostgreSQL.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  14. Clawallex @clawallex-tech/clawallex-mcpMCP Server for Clawallex payment API - Pay for anything with USDC virtual cards13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  15. Expense Tracker Ai @csoai-org/expense-tracker-ai-mcpExpense Tracker Ai MCP Server by MEOK AI Labs10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  16. Budget Planner Ai @csoai-org/budget-planner-ai-mcpBudget Planner Ai MCP Server by MEOK AI Labs11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  17. Wise @aiwerk/mcp-server-wiseWise Personal API: profiles, balances, multi-currency rates, transfers, recipients (read-only).8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  18. SpendTheBits Gift Cards @jkambo1986-collab/stb-giftcardsLet an AI agent buy gift cards with USDC over x402, within limits the wallet owner sets.Not assessed yet.Runs on your machine, installed from npm.
  19. Shelter @nextauralabs/shelterConnect AI agents to scoped financial context from your own Shelter account6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  20. Wise @mrfentmen/wise-mcpMCP server for Wise: profiles, balances, exchange rates. Needs a free Wise API token.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  21. Agentpay @kar69-96/agentpayAI agent payments with human approval. Local-first, encrypted credentials, budget controls.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. Calcfi @jeresalmisto/calcfi-mcp24 free personal-finance + macro tools (mortgage, paycheck, tax, FRED, BLS) for LLM agents.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  23. Firma @evan-moon/firmaLocal-first portfolio tracker for overseas investors. Claude reads and writes your finances via MCP.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  24. Planomy Planner @demorphed6-lgtm/planomy-mcpRetirement planning on your own machine: projections, Monte Carlo, scenarios, budgets, plan edits.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.