- 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.
- 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.
- 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.
- Expense @assaf/expenseReceipt tracker with no friction: receipts arrive by email and file themselves6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.6 GitHub stars.
- OptionsAhoy @alvisooculus/optionsahoy-mcpEquity comp tax/trade optimizer: ISO/AMT exercise, NSO, RSU, QSBS, concentration, hedging. 50-state.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.5 GitHub stars.
- Nestegg Calculators @vladimirwrites/nestegg-calculators90+ pure finance calculators: loans, investing, bonds, options, tax. Stateless, stores nothing.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.4 GitHub stars.
- YNAB @smirnovlabs/ynab-mcp-serverHosted remote MCP server for YNAB on Cloudflare Workers with OAuth10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.3 GitHub stars.
- HORIZON SHIELD: Construction Estimate Auditor for Japan (KIRA) @ogasurfproject-jpg/horizon-shield-webmcpAgent intake desk for property renovation. Read only, CORS open, fail closed, receipts recompute.16% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
- Vidofy @vidofy/mcpGenerate video, images, audio and speech with Vidofy — Veo 3.1, Kling 3.0, Flux 2 and 570+ models.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
- Candor Finance @candor/candor-financePersonal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
- Redbark @redbark/mcpLive AU/NZ bank (CDR) and brokerage data for AI agents, plus management of Redbark syncs and rules6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
- HORIZON SHIELD: construction and renovation estimate auditor @ogasurfproject-jpg/horizon-shieldFair-price checks for Japanese renovation quotes, with sources and recomputable records.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
- BankSync @banksync/mcpConnect AI agents to bank accounts, transactions, balances, and investments.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.2 GitHub stars.
- Savvly @savvly/savvlySavvly MCP: query fund data, model projections, and compare against alternative retirement products.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
- Cinderfi — Retirement Planning @cinderfi/retirement-planningRetirement planning for Canada & US. CPP/OAS, Social Security, RRSP/TFSA, 401k/IRA, Monte Carlo.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.2 GitHub stars.
- cityparity — Cost-of-Living & Quality-of-Life Comparison @cityparity/cityparityCost-of-living & quality-of-life comparison: take-home pay, equivalent salary, safety-net deltas.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.2 GitHub stars.
- VaultRubric @vaultrubric/vaultrubricSourced, scored comparisons of crypto exchanges, wallets, savings accounts and brokerages.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
- Zyfai @ondefy/zyfaiDiscover DeFi yield opportunities and manage Zyfai positions with self-custodial AI agents.Not assessed yet.A remote server; you sign in with your account.1 GitHub stars.
- DeFi Garden @alex0xhodler/defi-gardenUnderwritten DeFi yield discovery & goal planning for AI agents on Base & EVM.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
- Banking Assistant (Metabind demo) @metabind/banking-assistantDemo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.1 GitHub stars.
- Bank Statement CSV Categorize Reconcile Ledger @theluckystrike/bank-statement-csv-categorize-reconcile-ledgerImport a bank CSV, categorise it, summarise it per currency and reconcile it against your expenses.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
Personal finance MCP servers
A server here personal budgets, spending, savings, net worth or retirement planning.
Not here: a business's accounting.
725 remote262 localTagged by Odel's AI, which can make mistakes
Most popular in Personal finance
By GitHub stars, at most two per publisher- 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.
- Number 2: 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.
- Number 3: 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.
