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. Debt Payoff @comil27/debt-payoff-mcpRETIRED - this server is discontinued and its backend is offline. Do not use.8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from a package registry.
  2. Local-first personal finance MCP @adelaidasofia/finance-mcpLocal-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…9% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from MCPB.
  3. Switchai @us1929/switchaiCompare Italian energy tariffs with AI. Analyzes bills, finds best offers, live market indices.5% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  4. Finance Intelligence @ronit-019/finance-intelligence-mcpPersonal finance MCP server with budgeting, analytics, and PostgreSQL.4% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  5. Clawallex @clawallex-tech/clawallex-mcpMCP Server for Clawallex payment API - Pay for anything with USDC virtual cards13% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  6. Expense Tracker Ai @csoai-org/expense-tracker-ai-mcpExpense Tracker Ai MCP Server by MEOK AI Labs10% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  7. Budget Planner Ai @csoai-org/budget-planner-ai-mcpBudget Planner Ai MCP Server by MEOK AI Labs11% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from PyPI.
  8. Wise @aiwerk/mcp-server-wiseWise Personal API: profiles, balances, multi-currency rates, transfers, recipients (read-only).8% chance this is malicious. Assessed by AI, which can make mistakes.Runs on your machine, installed from npm.
  9. Allowance MCP @useallowance/allowance-mcpSecure agent purchasing with human-approved virtual cards, receipts, and audit trails.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  10. Truthifi @truthifi/mcpOne verified household record for your AI: accounts, holdings, fees and Score. Can't move money.6% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  11. Pensiata - Bulgarian Pension Fund Analytics @nvasilevv/pensiataBulgarian pension fund analytics — NAV data, metrics, rankings, and benchmarks.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  12. 99Pay MCP @mcp-dir/99pay-mcpConnect your 99Pay account to AI via Brazil's Open Finance: balances, statements, cards, investments8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  13. TroyStack @kingleosgold/troystackPrecious metals AI analyst with 12 tools — prices, portfolio, chat, receipts, and more.5% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  14. Hacé Cuentas — Free Calculators @grblasquiz/hacecuentasFree calculators as MCP tools: finance, taxes, health, units, dates. Search, fetch & compute.3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  15. Myrsu @vidhijav/myrsu-mcpConcentration risk analysis for tech workers with RSU comp — global (US/IN/CA/UK/EU/AU).4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  16. HoShy @negimaru1025/hoshySearch Rakuten Ichiba products and compare prices via Claude. Zero setup, no API key needed.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  17. Money @parsons-ai/moneyPersonal finance assistant — track transactions, budgets, net worth via Plaid12% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  18. Kordi — Subscription Intelligence @kordiapp/kordi-mcp-serverTrack, analyze, and act on your streaming and SaaS subscriptions from any AI agent.7% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  19. GetCurrentOffer @getcurrentoffer/mcpSearch live credit card merchant offers across Amex, Chase, Citi, PayPal, Rakuten, Capital One.9% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  20. Browserspendguard @clauxel/browserspendguard-mcpApproval receipts for AI browser purchases.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; it needs your API key.
  21. Realistimo @realistimo/realistimoFree MCP server with Bulgarian property prices, rental yields, deal costs and neighbourhood profiles3% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  22. getcheapgames @getcheapgames/getcheapgamesGame key prices across stores in 40 countries, best-rated games under a budget, free-to-play picks.4% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.
  23. Cashly @corenexis/cashlyPersonal finance tracker: log expenses and income, track EMIs, debts, subscriptions and bills.8% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; you sign in with your account.
  24. CalcBright Calculators @calcbright/calcbright160+ calculators: take-home pay for 166 countries, mortgage, loan, VAT, BMI, dates, units, currency.2% chance this is malicious. Assessed by AI, which can make mistakes.A remote server; no sign-in.