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parsons-ai/money-mcp-server

Connects Claude to your bank accounts through Plaid and exposes your financial data as queryable SQL tables. You get five tools: whoami for user info, schema for inspecting available tables, query for read-only SQL against transactions and balances, mutate for managing budgets and goals, and sync to pull fresh data from connected banks. Useful when you want to ask natural language questions about spending patterns, net worth, or category breakdowns without building your own Plaid integration. Uses OAuth 2.1 with dynamic client registration and enforces row-level security so queries only touch your own data. Hosted service from Parsons.AI running over streamable HTTP.

tools
5
transport
HTTP
last updated
Feb 13, 2026
View on GitHub

Tools

5 tools

Public tool metadata for what this MCP can expose to an agent.

whoamiGet authenticated user info

Get authenticated user info

No parameter schema in public metadata yet.

schemaGet database table/column details

Get database table/column details

No parameter schema in public metadata yet.

queryExecute read-only SQL queries on your financial data

Execute read-only SQL queries on your financial data

No parameter schema in public metadata yet.

mutateCreate, update, or delete budgets, goals, reminders, and other entities

Create, update, or delete budgets, goals, reminders, and other entities

No parameter schema in public metadata yet.

syncRefresh latest data from connected bank accounts via Plaid

Refresh latest data from connected bank accounts via Plaid

No parameter schema in public metadata yet.

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Readme

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

ToolDescriptionType
whoamiGet authenticated user infoRead
schemaGet database table/column detailsRead
queryExecute read-only SQL queries on your financial dataRead
mutateCreate, update, or delete budgets, goals, reminders, and other entitiesWrite
syncRefresh latest data from connected bank accounts via PlaidWrite

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

View the full README on GitHub

Details

Repository
github.com/parsons-ai/money-mcp-server
Transport
HTTP
Registry
MCP registry, active