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Access and manage Banktivity finances, transactions, and budgets with natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "banktivity-mcp" yet — see the docs or source repo.
Read my Banktivity transactions from the last month, summarize spending by category, and list the top five highest expense items.
A monthly spending summary by category and a list of the highest expense items.
Review my Banktivity transactions from the last 90 days, identify unusually high expenses, and include the account, date, and merchant.
A list of unusual transactions with key details for further review.
Read my current Banktivity budget, show which categories are over budget, which have the most remaining room, and provide brief suggestions.
An overview of over-budget and remaining-budget categories with brief optimization suggestions.
Access Banktivity 8 data to summarize transactions, balances, and spending.
Turn bank transactions into digests with forecasts, spending analysis, and receipt matching.
Manage accounts, transfers, balances, and transaction history through banking endpoints.
Manage personal finance data through AI-callable, schema-validated database tools.
Connect to Actual Budget for natural-language budgeting, transaction logging, and spending analysis.
Log expenses locally and review budget summaries through MCP-compatible AI clients.