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. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. SwapWallet @swapwallet/mcpCrypto wallet: balances, P&L, history. Swaps, transfers and withdrawals need Telegram approval.12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  7. 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.
  8. 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.
  9. Bank Statement Pdf @theluckystrike/bank-statement-pdfImport 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.
  10. SwitchWize MCP @switchwize/switchwize-mcpVerified US rate, savings-gap, card, CD, and product-change tools with freshness and sources.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.1 GitHub stars.
  11. 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.
  12. KoKo Finance — Credit Card Advisor @kokofinance/koko-financeAI credit card advisor - search cards, compare portfolios, and optimize rewards8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  13. Tax Retirement @herve-coulon/tax-retirementCalcul fiscal (IR, IFI, PER, plus-value) et retraite français — 32 régimes, sourcé et daté.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  14. 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.
  15. 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.
  16. MyFinance MCP @alex-odoo/myfinance-mcpPersonal finance by conversation: expenses, receipts, statement import, budgets, net worth.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  17. Loa Healthcare Pricing @aanari/loacare-healthcare-pricingSearch source-labeled hospital prices, CPT codes, providers, and healthcare cost estimates.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  18. MaCalculatriceEnLigne @tresor4k/macalc-mcpCalculatrices francaises : salaire net, SMIC, impots, bareme kilometrique, TVA, conversions.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  19. 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.
  20. 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.
  21. 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.
  22. 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.
  23. 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.
  24. 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.