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Manage personal finance data across accounts, transactions, budgets, and categories.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "pocketsmith-mcp" yet — see the docs or source repo.
After connecting to PocketSmith, fetch the current balances of all my accounts, group them by account type, and list the top 5 accounts by balance.
A grouped balance summary by account type and a list of the highest-balance accounts.
Retrieve all my transactions for this month, total spending by category, identify the top 10 spending categories, and summarize the spending trend briefly.
A ranked category spending report, amount totals, and a brief monthly spending trend summary.
Read my current budgets, compare them with actual spending so far this month, identify over-budget and near-limit items, and suggest adjustments.
A budget-versus-actual report, a list of risk items, and actionable budget adjustment suggestions.
Manage personal finance data through AI-callable, schema-validated database tools.
Log expenses locally and review budget summaries through MCP-compatible AI clients.
Capture daily expenses and classify them through an MCP finance server.
Access and manage Banktivity finances, transactions, and budgets with natural language.
Connect an MCP server for AI-assisted personal finance analysis and management.
Query budget periods, categories, accounts, and summaries from a budget analytics API.