
Personal Finance Ai Mcp
A personal finance toolkit that plugs net worth tracking, investment allocation, expense categorization, and goal management into Claude. Built by MEOK AI Labs with EU AI Act compliance baked in, including risk management, bias detection, and transparency requirements. The README emphasizes regulatory compliance over technical specifics, so you're looking at financial operations through an MCP interface without detailed API documentation in the source. If you're building finance apps in regulated environments or need AI Act Article 13 transparency for financial tooling, this is positioned for that. Otherwise, you'd want more concrete API details before committing. Part of the broader MEOK ecosystem spanning 300+ MCP servers for governance and safety.
- tools
- 3
- transport
- STDIO
- last updated
- Aug 19, 2026
Tools
3 toolsPublic tool metadata for what this MCP can expose to an agent.
track_budget
No parameter schema in public metadata yet.
calculate_savings
No parameter schema in public metadata yet.
plan_debt_payoff
No parameter schema in public metadata yet.
Sponsors
Readme
Personal Finance Ai MCP
Personal finance MCP β net worth tracking, investment allocation, expense categorisation, financi...
Personal finance MCP β net worth tracking, investment allocation, expense categorisation, financial goals. MIT.
π Quick Start
# Install via pip
pip install personal_finance_ai_mcp
# Or install via Smithery
npx -y @smithery/cli@latest install personal-finance-ai-mcp --client claude
β¨ Features
- MCP protocol compliant
- Easy installation
- Well-documented API
- Production-ready
- Active maintenance
π Documentation
Details
- Repository
- github.com/csoai-org/personal-finance-ai-mcp
- Package
personal-finance-ai-mcp- Transport
- STDIO
- Registry
- MCP registry, active
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