Search: personal-finance
Search MCP servers and agent skills by name, description, category or topic — 5 results.
JosueM1109/personal-finance-mcp
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
ignaciohermosillacornejo/copilot-money-mcp
Read and manage [Copilot Money](https://copilot.money) personal finance data — 30 tools for transactions, budgets, accounts, recurring charges, investments, and goals. Reads are 100% local from the Firestore cache; opt-in writes (`--write`) go directly to Copilot's GraphQL API.
partymola/monzo-mcp
Read-only MCP server for the Monzo banking API (UK). OAuth with auto-refresh, local SQLite transaction cache, full-text search, and spending analysis with category breakdowns.
disin7c9/asset-management
Read-only, offline analysis of your own stock/ETF transaction log — drawdown-first risk with bootstrap confidence intervals and walk-forward verdicts, computed by a validated deterministic core and served to the model as read-only tools it reports rather than recomputes; publishes a `portfolio://guarantees` trust manifest.
haiiibin/acb-tax-mcp
Canadian adjusted cost base (ACB) and capital gains from a trade history: average-cost tracking, per-disposition realized gains, and superficial-loss detection. Pure Python, runs locally, a calculation aid (not tax advice). `pip install acb-tax-mcp`.