money-mcp-server

Parsons-ai/money-mcp-server

0 starsCommunity

Install to Claude Code

This server doesn't publish a one-line install command. Follow the setup in the source repository.

Summary

Personal finance assistant — track transactions, budgets, net worth via Plaid

README.md

Money MCP Server

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

Server URL

https://money.parsons.ai/api/mcp

Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)

Tools

| Tool | Description | Type | |------|-------------|------| | whoami | Get authenticated user info | Read | | schema | Get database table/column details | Read | | query | Execute read-only SQL queries on your financial data | Read | | mutate | Create, update, or delete budgets, goals, reminders, and other entities | Write | | sync | Refresh latest data from connected bank accounts via Plaid | Write |

What You Can Do

"What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
"Show my top spending categories this month" — Analyze transactions by category
"Create a grocery budget for $500/month" — Create budgets, goals, and reminders
"Sync my latest transactions" — Pull fresh data from your connected banks
"Compare dining spending: January vs December" — Comparative analysis across time periods

How to Connect

Claude.ai / Claude Desktop

Add as a connector using the server URL above. OAuth will guide you through sign-in.

Any MCP Client

Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.

About

Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.

Built by Parsons.AI.