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. Thrifle @thrifle/mcpUS return policies, price-match rules, discounts, deals and Amazon price verdicts. Read-only.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  2. Moltline TaxLots @moltlinestudio/taxlotsCrypto cost-basis lots (FIFO/LIFO/HIFO/specific-ID), Form 8949 rows, 1099-DA diff. 5 of 8 free.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. PriceMyRepair @iwanek86/pricemyrepair-mcpUK car repair and servicing cost ranges per car model, in GBP, from PriceMyRepair.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  4. Fillfolio MCP @fillfolio/mcpRead-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  5. Car Repair Cost Estimator @carrepaircostestimator/cost-estimatorCar repair cost estimates by make, model and repair type. 31 cost guides, VIN decode. Free.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  6. Finology Student Loan Calculator @finology/student-loanStudent-loan math: RAP, IBR, ICR, PSLF. npx: no key. Remote: free login, no card, 5 questions total3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  7. CDF Finance MCP @vesselltech/cdf-mcpConsulte contas, cartões, transações e orçamentos da sua conta financeira Vessell.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  8. Lunch Money MCP @juftin/lunchmoney-appMCP-first access to your Lunch Money data.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  9. Manilo @manilo/maniloLog, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. IronWallet @ironwallet/mcp-serverNon-custodial crypto wallet MCP: check balances, sign and send transfers, and swap tokens locally.9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. TransparentCars MCP @transparentpt/mcpBudget used cars in Portugal: fair-price check, running-cost (IUC) estimate, stock search, contact.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. MetaLend @rabeles11/metalendBrowse, deposit, withdraw & rebalance stablecoins on Aave, Morpho & Euler across major EVM chains.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Orla @orla/orlaPersonal, family and business books over fiat and crypto. Reads and records; it cannot pay.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  14. A Corrida dos Bairros: preço do m² por bairro @acorridadosbairros/metro-quadradoPreço do m² por bairro em 109 cidades do Brasil, nos 27 estados. Dados abertos, todo mês.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. Ibiza Housing Mission @staringatthesun1996/ibiza-housing-missionFind affordable Ibiza homes with two bedrooms or verified legal expansion potential.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. Open Banking (open-banking.io) @open-banking-io/mcp-serverRead-only MCP server for the open-banking.io PSD2 bank API — accounts, balances, transactions.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  17. SavePropTax @saveproptax/saveproptaxFree check of a California home for a Proposition 8 property tax reduction, plus owner filing.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. Moltline Personal Suite @moltlinestudio/personal20 inbox, calendar, travel, meals and family-logistics skill products. 7 of 9 free.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  19. Tools Berry Paycheck @tools-berry/paycheckLive US paycheck and payroll-tax math for 2026, all 50 states and DC, powered by tools-berry.com.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  20. Splitbasket Prices @voicearc/splitbasket-pricesCached US grocery prices, age disclosed on every row - search, compare across banners, coverage.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  21. Google Flights Deals @johnisanerd/google-flights-dealsCheapest destinations from an airport, each with its fare and that route's typical price.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  22. Ledgy @ledgy/ledgyLog, query, and edit expenses, budgets, and accounts in Ledgy from any MCP-compatible AI assistant.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  23. FibX @fibrous/fibxSwap, transfer, portfolio and Aave V3 on Base, HyperEVM and Monad, with the FibX app as MCP Apps UI.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  24. Numeratica — financial planning calculations @numeratica/mcpDeterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.