streamable-httpupdated 6mo ago
Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
This repository was archived by its owner. It still works, but it is not receiving updates.
What can you do with 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.
Install
Add money to your client. Pick the one you use.
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`.
Score
39 / 100
Incomplete
- Documentation17/25
- Maintenance4/25
- Trust9/20
- Capability0/15
- Install experience12/15
- 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
Version history
| Versions | Published |
|---|---|
| 3.0.0Latest | Feb 13, 2026 |