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. 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.
  2. ECPRO @kewelin/ecpro-mcp台灣電商情報與商品比價:跨通路查 momo、PChome、品牌官網即時價格與歷史最低價、偵測網站電商技術、搜尋電商知識庫。資料來源 ecpro.tw。4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  3. ACB Tax @haiiibin/acb-tax-mcpCanadian ACB and capital gains: average-cost, per-disposition gains, superficial-loss detection.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  4. 530A Model calculator @530amodel/calculatorFree, deterministic 530A (Trump Account) projections, verified rules, and searchable guides.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  5. wealthAPI - Superior Wealth Data MCP @wealthapi/mcp-serverRead-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. college ROI @le-teen/college-roi-mcpU.S. college ROI data: 30-yr NPV for 500 colleges, lifetime ROI for 134 majors. Keyless.2% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  7. Calcuris @tresor4k/calcuris-mcpTax calculators for US, UK, Canada, Australia: income tax, property tax, stamp duty.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  8. Authoryze @authoryze/authoryzeGive your AI agent a spending limit: approval controls and single-use virtual cards.11% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  9. CostKits @costkits/costkits-mcpMCP server for CostKits: live healthcare procedure cost estimates and provider pricing.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  10. GetALife Budget @narazgul/getalife-budgetZero-Based Budgeting tools: budget plans, runway, net worth, savings goals, debt payoff plans.3% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  11. Comprabtc @csacanam/comprabtcNon-custodial Bitcoin DCA for agent treasuries: approve USDT once, stack WBTC on Celo forever.10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  12. Dayze — Life Context @dayze/life-contextLife context for agents: get_context_pack + public notable packs. x402 + OAuth.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. Furlpay Cli @furlpay/furlpay-cliStablecoin payments, swaps, stock orders, market data, travel booking, yield and card controls.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  14. OpenBudget MCP Server @openbudget/mcpAsk your AI about bank accounts, spending, debts, holdings, and investment activity.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  15. BankBridge @bankbridge/serverRead-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.17% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  16. Purchaseiq MCP @purchaseiq/mcpPre-purchase trust checks for AI agents: recalls, scam signals, proceed/caution/avoid verdict.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. YIELD INTELLIGENCE — Passive Income MCP @thebrierfox/intuitek-acePassive income opportunity scanner. Yield analysis and portfolio optimization for AI agents.14% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. Rustok Wallet @rustok-org/rustok-walletSelf-custody Ethereum agent wallet (MCP/stdio). Keys stay in a local Docker volume.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from Docker.
  19. Mintline @mintlineai/mintline-mcpConnect AI assistants to your Mintline receipts, transactions, and spending analytics.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  20. Venmo @markswendsen-code/venmoMCP server for Venmo - check balance, send/request money, view history8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  21. Nwc @llmops-pro/nwc-mcpLightning wallet for AI agents via Nostr Wallet Connect (NIP-47): budget caps, confirm, audit log.6% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  22. Firstdollar @lisamaraventano-spine/firstdollarAn MCP that teaches AI agents to use the wallets they already have. Teacher, not butler.7% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  23. RemodelerIQ @gustavoatar/remodeleriqCheck if a contractor's remodeling bid is fair: analyze a quote, get cost + labor estimates.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  24. Faida @gabrielmahia/faida-mcpMCP server for savings and investment coordination in East Africa (faida = returns)4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.