streamable-httpupdated 6mo ago
Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
Este repositório foi arquivado pelo dono. Continua funcionando, mas não recebe atualizações.
O que dá para fazer com money?
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
- Website: https://money.parsons.ai
- Privacy Policy: https://money.parsons.ai/privacy
- Terms of Service: https://money.parsons.ai/terms
- Support: support@parsons.ai
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.
Instalação
Adicione money ao seu cliente. Escolha o que você usa.
claude mcp add --transport http money https://money.parsons.ai/api/mcpcodex mcp add money --url https://money.parsons.ai/api/mcp{
"mcpServers": {
"money": {
"url": "https://money.parsons.ai/api/mcp"
}
}
}Add to `~/.cursor/mcp.json`, or `.cursor/mcp.json` for a single project.
{
"servers": {
"money": {
"type": "http",
"url": "https://money.parsons.ai/api/mcp"
}
}
}Add to `.vscode/mcp.json` in your workspace.
{
"mcpServers": {
"money": {
"url": "https://money.parsons.ai/api/mcp"
}
}
}Add to `claude_desktop_config.json`, then restart Claude Desktop.
{
"mcpServers": {
"money": {
"serverUrl": "https://money.parsons.ai/api/mcp"
}
}
}Add to `~/.codeium/windsurf/mcp_config.json`.
Pontuação
39 / 100
Incompleta
- Documentação17/25
- Manutenção4/25
- Confiança9/20
- Capacidade0/15
- Instalação12/15
- Documents what it does and how to connect
- Has a resolvable package or endpoint
- Exposes at least one tool, prompt or resource
- README has substantive content
- Includes a code example
- Documents its configuration
- Mentions credentials or security posture
- Last commit 200 days ago
- Has a release history
- Repository is not archived
- No licence detected
- Namespace verified in the official MCP registry
- Claimed by its owner
- Published under an organisation
- 0 tool(s) documented
- Provides prompt templates
- Provides resources
- 6 documented install method(s)
- Published to a package registry
- Offers a hosted endpoint — no local install
Histórico de versões
| Versões | Publicada |
|---|---|
| 3.0.0Mais recente | 13 de fev. de 2026 |