Manage personal finance data through AI-callable, schema-validated database tools.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Finance MCP Server" yet — see the docs or source repo.
Please read my personal finance database and summarize this month's income, expenses, and net cash flow across all accounts, then list the top five expense categories.
A monthly financial overview with total income, total expenses, net cash flow, and the top expense categories.
Review my budget performance for this month, identify any categories that are overspent or close to overspending, and provide a brief alert.
A budget comparison showing categories at risk and current usage progress.
Analyze my current debts, investments, and financial goals, then tell me my debt balances, investment allocation, and how far I am from each goal.
A consolidated summary of debts, investments, and goal progress to support financial decisions.
Track expenses, monitor budgets, and generate personal finance insights and reports.
Track, manage, and summarize personal expenses with natural language commands.
Access and manage Banktivity finances, transactions, and budgets with natural language.
Connect to Actual Budget for natural-language budgeting, transaction logging, and spending analysis.
Track expenses, manage budgets, and generate personal spending insights.
Create budgets, track spending, and get actionable financial planning suggestions.