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streamable-httpupdated 6mo ago

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

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money で何ができる？

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

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

About

Money connects to your bank accounts via Plaid 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.