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personal-finance-ai-mcp

v1.0.0

Published

Personal Finance Ai automation via MCP. Includes track budget, calculate savings, plan debt payoff. By MEOK AI Labs.

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Links

Git

Maintainers

csga_globalcsga_global

Keywords

mcpmcp-servermeok-ai-labs

Readme

Personal Finance AI MCP Server

Financial Planning Intelligence

Built by MEOK AI Labs

An MCP server for personal financial planning. Track budgets against recommended allocations, calculate compound savings growth, plan debt payoff with avalanche or snowball strategies, analyze investment portfolios, and estimate US federal taxes.

Tools

| Tool | Description | |------|-------------| | track_budget | Analyze spending against recommended 50/30/20 budget allocations | | calculate_savings | Calculate time to savings goal with compound interest and inflation | | plan_debt_payoff | Create avalanche or snowball debt payoff plans with interest savings | | analyze_investment | Model investment growth with asset allocation and risk scenarios | | estimate_tax | Estimate US federal income tax with bracket breakdown and FICA |

Quick Start

pip install personal-finance-ai-mcp

Claude Desktop

{
  "mcpServers": {
    "personal-finance-ai": {
      "command": "python",
      "args": ["-m", "server"],
      "cwd": "/path/to/personal-finance-ai-mcp"
    }
  }
}

Direct Usage

python server.py

Rate Limits

| Tier | Requests/Hour | |------|--------------| | Free | 60 | | Pro | 5,000 |

License

MIT - see LICENSE

Part of the MEOK AI Labs MCP Marketplace