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. Debtfree @chrisbusbin-pixel/debtfreeDebt payoff calculator: snowball vs avalanche, minimum payment trap, extra-payment impact.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  2. Creditkarma @chrischall/creditkarma-mcpCredit Karma transactions for Claude — spending by category, merchant, and account summary12% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  3. Ratebook @cbetz/ratebookOpen MCP server for US electricity tariffs: real rate lookup, bill estimates, and when to charge.2% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.1 GitHub stars.
  4. Bankstatemently @bankstatemently/bankstatemently-mcpConvert PDF bank statements into structured transactions, accounts, and balances.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  5. Pop Pay @100xpercent/pop-payRuntime security for AI agent commerce. CLI + MCP server blocks hallucinated purchases.18% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.1 GitHub stars.
  6. Banco Bmg MCP @mcp-dir/bmg-mcpConnect your Banco Bmg account to AI via Brazil's Open Finance: balances, statements, cards, investm9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.1 GitHub stars.
  7. SpendNod @gstack-ds/spendnodAI agent spending controls. Set limits, blocklists, and caps. Approve transactions from your phone.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.1 GitHub stars.
  8. Wise @blanketbyte/wise-mcpWise balances, card payments, transfers and recipients, plus transfers you approve twice.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. Renda Fixa @api/renda-fixaBrazilian fixed income (CDB, LCI, LCA, CRI, CRA, Tesouro) ranked by net-of-tax and real return.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  10. FeeFighter @everyai-com/fee-fighterAudit junk fees, project annual costs and draft dispute letters. Free.Not assessed yet.A remote server; no sign-in.
  11. Petty @wawrepo/pettyWhat you keep and where: money, things, notes. End-to-end encrypted; decrypts on your computer.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  12. Greca House: Greek Property @grecahouse/greek-propertyGreca House listings, details, dated asking-price research, budget context and resale cost estimates3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Kova @kovatools/kovaSaves a declared investment strategy so any agent can check a portfolio against it.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. Benefits City @entradox/benefits-cityUS bank, savings and credit-card signup bonuses, each source-checked, with expiry dates.Not assessed yet.A remote server; no sign-in.
  15. P2Flux MCP @p2flux/mcpLet your AI assistant pay for web content in USDC (x402) within a budget you set.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. The Real Cost @nobanks/therealcost-mcpFree US money calculators with the math shown, from The Real Cost. Education only.2% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  17. presign-guard wallet @fizzl13/presign-guard-walletAgent wallet with limits: pays x402/MPP on Base, Solana, Tempo, XRPL and Algorand; phone approval.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  18. ZenMoney @krax1337/mcp-server-zenmoneyZenMoney (Дзен-мани) finance for AI agents: transactions, reports, budgets, debtsNot assessed yet.Runs on your machine, installed from npm.
  19. Delhaize receipts @shimabeigi/delhaize-mcpFetch your own Delhaize (Belgium) till receipts and weekly promotions with a headless browser.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  20. The Margin @themarginapp/the-marginNotes, boards, habits, money and family life in one place your AI can read and act on.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Billwatch @getbillwatchdog/billwatchCurrent US streaming and VPN plan prices for AI agents: deals, filters and price history.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. Rail @tstockham96/rail-mcpBudgets, propose-then-approve, and receipts for agents that buy for a human. Dry-run by default.Not assessed yet.Runs on your machine, installed from npm.
  23. Cancel My Sub @goodturnstudio/cancelmysubHow to cancel US and UK subscriptions, the last safe day to cancel, and what a card charge is.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. Lower My Bill @goodturnstudio/lowermybillCall scripts to lower bills in the US and UK, low-cost plans you may qualify for, and when to call.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.