finance-mcp

Personal finance MCP server for AI assistants. Loan simulation, budgeting, investment comparison, retirement planning, French tax optimization, and inflation calculator.

DISCLAIMER: This is NOT financial advice. All calculations are for informational and educational purposes only. Results use simplified models and may not reflect all real-world variables. Always consult a qualified financial advisor before making any financial decisions.

Tools

| Tool | Description | |------|-------------| | simulate_loan | Loan simulation (mortgage, car, student, personal) with amortization table | | calculate_budget | Monthly budget analysis with savings rate and 50/30/20 rule | | compare_investments | Compare investment options with nominal, real, and after-tax returns | | calculate_retirement | Retirement planning — how much to save monthly to reach your goal | | tax_optimizer | French tax analysis and optimization (bareme progressif, PFU, PER, PEA) | | inflation_calculator | Real value of money over time with inflation scenarios |

Installation

npm install -g finance-mcp

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "finance": {
      "command": "npx",
      "args": ["finance-mcp"]
    }
  }
}

Pricing

| Tier | Price | Limits | |------|-------|--------| | Free | $0/month | 20 tool calls/month | | Pro | $14.99/month | Unlimited |

Development

npm install
npm run build
npm test

License

MIT - SceneView Tools

See TERMS.md and PRIVACY.md for full terms and privacy policy.