Personal finance MCP servers

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

Not here: a business's accounting.

995servers
733 remote262 localTagged by Odel's AI, which can make mistakes

Best fit

520 made for this, ranked by starsRemoteLocal
  1. 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.
  2. Yomio @yomio/yomio-mcpRead Yomio expense, income, account, budget, and spending data in an MCP-compatible AI client.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  3. Cove — Personal Finance @usecove/coveRead-only access to your Cove finances: accounts, spending, transactions and recurring bills.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  4. Databutler Tax @physics-star-cat/databutler-taxTake-home pay after tax and social contributions for nine countries, with tax year.Not assessed yet.A remote server; no sign-in.
  5. Databutler US Rates @physics-star-cat/databutler-us-ratesUS federal 2026 tax brackets, standard deductions, payroll and retirement limits, sourced.Not assessed yet.A remote server; no sign-in.
  6. PrecioSano @martinnovoa22/preciosanoMedicine prices across Chilean pharmacies, same-ingredient brands (ISP) and on-duty pharmacies.Not assessed yet.A remote server; no sign-in.
  7. FreeRateUpdate Mortgage & Home Equity Shopping @freerateupdate/mortgage-home-equityToday's mortgage and home equity rates (HELOC, home equity loan, cash-out), lenders, start links.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Espresso Steals @espressosteals/catalogEspresso gear price history: live Amazon prices, 2+ years of daily data, BUY calls at verified lows.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  9. Dhanvrit Finance @dhanvrit/dhanvritPersonal finance assistant: track accounts, expenses, cash flow forecasts, and subscriptions.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. Weekendflights @weekendflights/weekendflightsCheapest weekend round-trip flight prices by route, with the time each price was last checked.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  11. HK Transit Cost — MTR fares and the government fare subsidy @rowb/faresHong Kong MTR fares and the government fare subsidy, computed and recorded.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. NetFiscus @netfiscus/mcpTrack net worth and investment performance (MWRR, P&L) for any asset with a value, in any currency.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. klengnest @klengnest/catalogueBaby gear to buy, with researched options and prices in euros. Free to read, no account.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. FreeRateUpdate Mortgage & Home Equity Shopping @freerateupdate/mortgageToday's mortgage and home equity rates (HELOC, home equity loan, cash-out), lenders, start links.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. McClipFace @getclippy/clippyMcClipFace finds current coupon codes while your AI shops. Also available as a ChatGPT app.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Soljo Solar (Switzerland) @soljo/solarIndependent rooftop solar first estimate for Switzerland: yield, median cost, subsidy, with sources3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Dubai Log @rowb/uae-costsUAE travel and living cost calculators with the published source behind every number.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. 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.
  19. Pechincha.ai @pechincha/dealsBrazilian deals: search active promos, coupons and price history from Brazilian online stores.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Worthbase @worthbase/worthbaseHousehold net worth and portfolio tracker your AI keeps: priced daily, previewed and undoable.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. RentBuy.org @rentbuy/rentbuyCompare renting and buying a home over 30 years: scenarios, side-by-side comparisons, rent sweeps.Not assessed yet.A remote server; no sign-in.
  22. Retirement Lab @cedarwelllabs/retirementlabRun hypothetical retirement simulations and compare outcomes using your assumptions.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. Reclamly @reclamly/mcpFind flight compensation, refunds and forgotten subscriptions you're owed; drafts claims for you.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  24. Brainy Prices — UAE Cost of Living @brainy/grocery-pricesSource-backed UAE costs: groceries, schools, housing, transport, utilities, telecom and relocation3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.