Fintable MCP
An unofficial bridge to fintable.io's financial management platform, authenticating via browser session cookies to interact with its Livewire 3 backend. Exposes read operations for accounts, categories, rules, and transactions, plus write operations including bulk category and rule creation, rule execution across uncategorized transactions, and syncing with Plaid and spreadsheet integrations. Built by reverse engineering the web interface since there's no public API. The recommended setup uses rookiepy to auto-extract Chrome cookies, though you can manually export them or use a persisted cookie jar that self-refreshes. Useful if you're tired of clicking through multi-step wizards to set up dozens of expense categories or categorization rules and would rather delegate that work to Claude in a single prompt.
- GitHub stars
- 1
- tools
- 12
- auth
- Secret needed
- transport
- STDIO
- env vars
- 2
- last updated
- Apr 7, 2026
Tools
12 toolsPublic tool metadata for what this MCP can expose to an agent.
fintable_list_accountsList all connected bank accounts with balances
List all connected bank accounts with balances
No parameter schema in public metadata yet.
fintable_list_categoriesList all transaction categories
List all transaction categories
No parameter schema in public metadata yet.
fintable_list_rulesList categorization rules (with pagination)
List categorization rules (with pagination)
No parameter schema in public metadata yet.
fintable_list_transactionsList/search transactions with optional filtering
List/search transactions with optional filtering
No parameter schema in public metadata yet.
fintable_create_categoryCreate a single category
Create a single category
No parameter schema in public metadata yet.
fintable_create_bulk_categoriesCreate up to 50 categories at once
Create up to 50 categories at once
No parameter schema in public metadata yet.
fintable_create_ruleCreate a categorization rule
Create a categorization rule
No parameter schema in public metadata yet.
fintable_create_bulk_rulesCreate multiple rules at once
Create multiple rules at once
No parameter schema in public metadata yet.
fintable_run_all_rulesExecute all rules on uncategorized transactions
Execute all rules on uncategorized transactions
No parameter schema in public metadata yet.
fintable_delete_ruleDelete a categorization rule
Delete a categorization rule
No parameter schema in public metadata yet.
fintable_sync_accountsTrigger bank account sync via Plaid
Trigger bank account sync via Plaid
No parameter schema in public metadata yet.
fintable_resync_spreadsheetsPush updates to Airtable/Google Sheets
Push updates to Airtable/Google Sheets
No parameter schema in public metadata yet.
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FINTABLE_COOKIESsecretFull cookie header string from Chrome DevTools for fintable.io authentication. Not needed if using rookiepy auto-extraction.
FINTABLE_SESSION_COOKIEsecretJust the fintable_session cookie value (alternative to FINTABLE_COOKIES).
Readme
fintable-mcp
An unofficial MCP (Model Context Protocol) server for fintable.io, enabling AI assistants like Claude to manage your financial categories, rules, and transactions directly — no more clicking through multi-step wizards.
Note: This is a community project, not officially supported by fintable.io. It works by communicating with Fintable's Laravel Livewire 3 backend using your browser session. If you're the Fintable developer and would like to collaborate on an official MCP server or public API, please open an issue — we'd love to work with you! 🤝
What it does
Once installed, you can ask Claude or your favorite MCP Client things like:
- "Create these expense categories: Office Supplies, Shipping, Packaging, Equipment Rental, Software Subscriptions"
- "Create rules: 'Staples' → Office Supplies, 'UPS' → Shipping, 'USPS' → Shipping"
- "Run all rules to categorize my transactions"
- "What's my current account balance at Ally Bank?"
- "List all my categorization rules"
No more going through a 3-page wizard 20 times to set up 20 categories. Just tell Claude what you need.
Tools provided
Details
- Repository
- github.com/jasoncbraatz/fintable-mcp
- Website
- fintable.io
- Package
fintable-mcp- Transport
- STDIO
- Auth
- Required
- Registry
- MCP registry, active