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Personal Finance Ai Mcp

csoai-org/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 tools

Public 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

MCP Scorecard: 86/100

Personal Finance Ai MCP

MEOK AI Labs GSPC License PyPI

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.


πŸš€ 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

✨ Features

  • MCP protocol compliant
  • Easy installation
  • Well-documented API
  • Production-ready
  • Active maintenance

πŸ“– Documentation


View the full README on GitHub

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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