financial-agent

albeorla/personal-finance-agent
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Install to Claude Code

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

Summary

Enables AI agents to manage personal finances with deterministic, grounded tools for cash-flow projection, drift detection, reconciliation, and Todoist integration.

Overview

Enables AI agents to manage personal finances with deterministic, grounded tools for cash-flow projection, drift detection, reconciliation, and Todoist integration. All figures trace back to a local SQLite database.

Getting started

Add financial-agent to your MCP-capable client — Claude Code, Cursor, Codex, and others — by following the setup at the source, which documents the exact command, configuration, and any required API keys.

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