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. Pryx @kilianpa/pryxBuying advice for the French market: which appliance or electronics to buy, with live prices.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  2. Yault AESP @yault/aespCrypto payments for the agent economy — policy-gated vault operations under human control9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  3. Financier docs @financier/financier-docsSearch and read Financier's developer documentation. No credentials needed.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. For YNAB @walensis-labs/mcp-for-ynabYNAB budget access for AI assistants: safe gated writes, month-close sessions, float attribution.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  5. PVPC @rfdez/pvpc-mcp-serverRetrieve daily PVPC electricity tariffs for 2.0 TD consumers, published by Red Eléctrica.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. OurPay Wallet @ourpay/ourpay-walletCrypto wallet for AI agents: balances, payments, swaps and trading with owner controls.10% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  7. Alternative Asset Literacy — Retail @alternativeassetliteracy/aal-retail-mcpAlternative-asset education for retail investors: deep-dive tracks, calculators, advisor lookup.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  8. Metro Quadrado @metroquadradosc/metro-quadradoPreço do m² por bairro em 6 cidades de Santa Catarina, Brasil. Dados abertos do Minuto Jaraguá.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  9. Ripio (community, read-only) @ruizemanuel/ripio-community-mcpUnofficial, read-only MCP server for your Ripio account: balances, activity, prices and deposits.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. 402-LAB @kairose-master/402-labBudget-capped x402 buyer: delegate USDC in plain words, agent discovers and pays per call.13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  11. Foresee @foresee-tech/foreseeLet AI assistants shop for home and auto insurance: compare quote estimates across every carrier.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. Financier @financier/financierPersonal finance plan from a person's own bank data: stage, budget, categories, decisions.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  13. Platformtaxhub @platformtaxhub-hash/platformtaxhub-mcpFree platform-income calculators (take-home pay, payout calendar, benefits) as MCP tools.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. Smart Money @smart-money/smart-moneyPersonal finance: log expenses in plain language, track accounts, budgets and spending8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  15. Pinchy @trypinchy/pinchyFind coupon and promo codes for any online store, ordered by how likely they are to work.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Vitafin @vitafin/vitafinMoney tracker, every account in its own currency: cards, loans, budgets, bills, splits, net worth.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  17. Claude Usage @syk8015/claudeusageMeasures whether your Claude subscription is paying off, from local logs. No upload.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  18. QuantCalc Retirement Engine @quantcalc/retirement-engineRetirement Monte Carlo, tax-aware withdrawal and Roth-conversion plans, and a 2026 return estimate.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. RightCard @rightcard/mcpWhich of your credit cards to use at any store, from verified bank data. No bank login.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Lunch Money MCP (Unofficial) @n3wth/lunchmoney-mcpRead-only Lunch Money accounts, transactions, categories and budgets. Unofficial connector.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  21. Compera @fredxhansson-cmyk/comperaLive Swedish price & service comparison (products, broadband, mobile, electricity, loans)3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. Interbanking @rje1974/interbankingSaldos y movimientos bancarios de Interbanking (Argentina). Solo lectura.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  23. Genie Expense Tracker @osamaadam/genie-expense-trackerRead-only access to Genie accounts, transactions, investments, and financial summaries.15% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  24. Fi-Plan @ompurwar/fi-planFinancial simulator for Indian salaries: loans, taxes, SIPs and 50-year FIRE plans.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.