io.github.Parsons-ai/money
Personal finance assistant — track transactions, budgets, net worth via Plaid
Open source Repository Open in the app JSON README (API)
About
Personal finance assistant — track transactions, budgets, net worth via Plaid
Details
- Kind
- MCP servers
- Topic
- Finance & crypto
- Publisher
- parsons-ai
- Origin
- official
- Category
- ferramentas
- Transport
- http
- Version
- 3.0.0
- Last push
- 2026-02-13T07:48:34Z
- Repository state
- arquivado
- Added
- 2026-08-29 03:02:09
- Updated
- 2026-08-29 03:02:09
- Origin id
io.github.Parsons-ai/money
README
# Money MCP Server Personal finance MCP server by [Parsons.AI](https://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. ## Links - **Website:** https://money.parsons.ai - **Privacy Policy:** https://money.parsons.ai/privacy - **Terms of Service:** https://money.parsons.ai/terms - **Support:** support@parsons.ai ## About Money connects to your bank accounts via [Plaid](https://plaid.com) 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](https://parsons.ai).