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. RateZip Bank Deposit and Mortgage Rates @ratezip/ratesLive US savings, CD, mortgage & HELOC rates with source + timestamp on every figure.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  2. SuperMCP @nitaiaharoni1/super-mcpIsraeli online supermarket pricing: compare grocery prices and delivered shopping baskets.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. N3XT MCP @n3xt/mcpUse your N3XT account for instant USD settlement. Access wallets, make payments, and more.24% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  4. PointBagel @pointbagel/pointbagelWhich card to use, what your points are worth, and whether each annual fee earns its keep.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  5. Budgey @budgeyapp/budgeySee what's left this period, log spending, and manage your Budgey budget.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  6. SigVest @getsigvest/sigvestPortfolio-aware finance tools: drift, risk, earnings, benchmarks, news, tax harvesting9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  7. Product Intelligence @ponito/product-intelligenceCompare prices across Swiss and European shops — barcode (GTIN) lookup and daily price history.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Era Context @era/contextPersonal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. ワットク(Wattoku) @yhagiwara-meliorra/wattokuCompare Japan's household fixed costs: electricity, city gas, fiber and mobile plans, with bundles.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. Bonsave @bonsave/bonsaveQuery your real net worth, spending, transactions, budgets and portfolio from any MCP client.13% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  11. Mythaitaxes @holsson95/mythaitaxes-mcpFree Thai personal income tax (PIT) calculator for salaried employees, from mythaitaxes.com.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. Krosos @krosos/krososYour accounting ledger as typed tools: net worth, holdings, history, tax estimates, trade logging.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Canadian Mortgage Deadlines @asalsold/canadian-mortgage-deadlinesLast day to make an offer and still fund inside a Canadian rate hold. Needs the expiry date.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. ValYou @getvalyou/valyouRead-only access to your net worth, wealth percentile, projections, splits and budget.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  15. creditcards.best @creditcards/mcpSearch, compare and estimate rewards across US credit cards. Verified fees, APRs and bonuses.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. We Are Greater Than The Ultrarich @wegtultrarich/mcpTurns billionaire and trillionaire fortunes into tangible, personalized, quotable comparisons.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Xearno Tools @xearno/calculatorsMoney, tax & business calculators kept current with 2026 rules — plus operator insights.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. WattGap for Agents @dfskid/agent-mcpSourced, dated US home-energy program truth by ZIP.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. Australian Heat Pump Hot Water Rebate & Payback @sourcemill/au-hot-water-paybackHeat pump vs gas hot water (AU): rebate stack, net outlay and payback verdict by postcode.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. StackEasy @stackeasy/credit-cardsAsk Claude or ChatGPT about your own credit cards: best card to use, utilization, missed rewards.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Budget Tracker @emnbc/budget-trackerjoinBudget MCP: Manage personal finances, budget spaces, transactions, and categories.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  22. joinBudget MCP @joinbudget/mcpjoinBudget MCP: Manage personal finances, budget spaces, transactions, and categories.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  23. FineRx @finerxfinder/finerxUS Rx prices by pharmacy near you + free discount card; foreign-brand equivalents; 12 languages5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. Zoninga @zoninga/financePersonal finance for AI agents: accounts, budgets, goals, 9-strategy debt payoff, reports. OAuth 2.110% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.