Banking Assistant (Metabind demo)

ai.metabindPublished by metabind.aiOfficial publisherv0.0.17Updated Oct 24, 2026

Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

A demo personal-finance MCP app that gives an assistant spending, subscription, transaction and net-worth data plus rendered finance cards.

What you can do
  • Read net worth history, account balances and period trends
  • Break down spending by category with prior-period comparison
  • Detect recurring subscriptions with cadence, next charge date and price-increase flags
  • List raw transactions by category or merchant over roughly 12 months
  • Render finance cards: net-worth trend, spending breakdown, subscriptions, transaction list and a generic trend card
When to use it
Useful for trying out a transcript-free, card-based finance assistant experience, or as a reference for building rendered MCP App surfaces. It is a demo over synthetic data, so it is not a way to see real bank accounts.
Requirements
A remote streamable HTTP endpoint; no packages, environment variables or headers are declared. The README's self-hosting path needs a Metabind account and organization, the metabind CLI, an LLM provider API key, and for the sample apps Xcode or Android Studio plus GitHub Packages credentials.
Before you install
The README states all financial data is synthetic and that nothing connects to a real bank or reads a secret, so figures should not be treated as real. The self-hosting walkthrough involves a Metabind API key shown only once at creation and an LLM provider key held by the Metabind proxy; the install and publish steps create and publish project drafts.

Installation

In SourceWeft

  1. Open Banking Assistant (Metabind demo) in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/ai.metabind%2Fbanking-assistant/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "banking-assistant-metabind-demo": {
      "type": "http",
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

README

Metabind Finance demo

A personal-finance assistant with no chat transcript. The app asks one question on launch and uses the rendered answer as its home screen; every follow-up opens on a purpose-built surface. The same assistant runs natively on iOS and Android from one MCP App definition.

https://github.com/user-attachments/assets/9a840b88-dc88-4ab4-927e-0a8dc651dbe3

The Finance demo, running in the iOS app.

What is Metabind

Metabind builds agents that answer in your product's own UI, not in a chat window: interactive interfaces that take customers straight to what they came for, in the brand they already know. It's built from the UI, design system, and APIs the app already has. No rewrite. It's governed, rendering only components you've approved, enforced on every render. And it's hosted: you define the tools, we run the server. The same agent runs inside your own iOS, Android, and web apps, and across Claude, ChatGPT, and every MCP host, on the open MCP standard.

This demo shows the inside-your-own-app half, rendered as real native SwiftUI and Jetpack Compose through the Assistant SDK.

Start free at metabind.ai · Read the docs

What this demo is

Finance is a deliberately transcript-free assistant. One question is asked on launch — "Where did my money go this month?" — and its rendered MCP result is the home screen. Later questions come from a pill rail at the bottom and open in sheets. Each turn is routed to a purpose-built surface instead of scrolling by in a message list.

It's the opposite shape to the Retail demo, where the conversation itself is the product. Same SDKs, two shapes — read both before deciding which one your product is.

Working through this README end to end, you get:

  • The Finance MCP project — spending breakdowns, transaction lists, subscriptions, and net-worth trends as BindJS components over synthetic data — installed as a project in your own Metabind organization.
  • The iOS app running against that project.
  • The Android app running against the same project.

All financial data is synthetic. Nothing here connects to a real bank, reads a secret, or calls an external host.

What's in this folder

DirectoryContents
apple/iOS app on MetabindAI (MetabindAssistant), SDK pinned by release tag
android/Android app on metabindai-android (MetabindAssistant), SDK pinned in the version catalog
mcp/The Finance MCP project: BindJS components, tools, and the synthetic feed

Before you start

  • A Metabind account and organization — sign up at metabind.ai/signup.

  • The metabind CLI, 0.9.0 or newer:

    sh
    brew install metabindai/tap/metabindmetabind --version

  • An LLM provider API key (Anthropic, OpenAI, or Google). The Metabind Agent proxy holds it server-side and runs the conversation with it — the apps never ship a provider key.

  • For iOS: Xcode 26+ (the app targets iOS 17+).

  • For Android: Android Studio, JDK 17+, and GitHub Packages credentials — GitHub requires authentication even to read a public package.

Part 1 — install the MCP project

Run these from this directory (finance/).

  1. Sign up at metabind.ai if you haven't already — that creates your account and organization. Then sign in to the CLI and pick the organization to install into:

    sh
    metabind auth loginmetabind org listmetabind use --clearmetabind use --org <org-id>

    use --clear matters if you have used the CLI before. install in step 3 creates a project only when none is bound, and installs into the bound one otherwise — after the Retail demo, for instance. Setting the org alone does not release a project bound earlier; metabind status shows the active scope.

  2. See what the tree declares before creating anything:

    sh
    metabind inspect --dir mcp

    Finance declares no secrets and no outbound calls — inspect is how you confirm that from the tree itself.

  3. Install:

    sh
    metabind install --dir mcp --name "Banking Assistant" --yes

    install mints fresh ids for everything it creates, records where the tree came from, and creates drafts only — nothing serves traffic until you publish. Copy the project id it prints.

  4. Scope the CLI to the new project and set the agent's LLM key:

    sh
    metabind use --project <project-id>echo $ANTHROPIC_API_KEY | metabind agent set --provider anthropic --api-key-stdin

  5. Publish:

    sh
    metabind publish

  6. Mint the API key the apps sign in with:

    sh
    metabind api-key create --name "Banking Assistant"

    Copy the value now — it is shown once, at creation. One Metabind API key authenticates both the Agent proxy and the MCP server.

  7. Optionally, apply the project settings and thumbnail. install creates the components and tools; the settings in mcp/metabind.jsonc — the MCP instructions and the agent system prompt — are applied by push:

    sh
    metabind asset upload mcp/assets/files/project-thumbnail.pngmetabind sync repair --out mcp --org <org-id> --project <project-id>metabind push --out mcpmetabind project get <project-id>metabind project update <project-id> \  --data '{"settings":{"thumbnailUrl":"<url from asset upload>"}}'metabind publish

    push rewrites the tool drafts, so publish once more to release them.

    The project get is not decoration. project update refuses to write an entity the CLI has not read recently, so that it can tell the project hasn't moved underneath you:

    CONFLICT: Refusing project update <project-id>: no recent read recorded.

    A project you just installed has never been read, so the first update trips this without it.

    Set thumbnailUrl after pushing, not before: project update replaces nested settings objects rather than merging them, so writing settings.mcp here would drop the instructions push just applied.

[!NOTE] Configure the clients with the org and project ids that install printed — the stable internal ids, not the organization slug.

Part 2 — run the iOS app

  1. Create the gitignored local configuration from its template:

    sh
    cd applecp Config/Local.xcconfig.example Config/Local.xcconfig

  2. Fill in the ids from Part 1:

    xcconfig
    FINANCE_DEMO_ORG_ID = your_stable_internal_org_idFINANCE_DEMO_PROJECT_ID = your_project_id

    Leave FINANCE_DEMO_API_KEY empty — you'll enter the key on first launch. FINANCE_DEMO_BUNDLE_ID and DEVELOPMENT_TEAM matter only for signed device builds.

  3. Open the project and run it (⌘R) on an iOS 17+ simulator:

    sh
    open MetabindFinanceDemo.xcodeproj

  4. Enter your Metabind API key on the launch screen and tap Start. The home screen loads by asking "Where did my money go this month?". Tap a suggested follow-up or Ask anything to open the next answer in a sheet.

For signing, Xcode Cloud, TestFlight, and how the integration works, see the iOS app's README.

Part 3 — run the Android app

  1. Give Gradle credentials for GitHub Packages, either as environment variables (GITHUB_ACTOR / GITHUB_TOKEN) or in ~/.gradle/gradle.properties:

    properties
    gpr.user=your-github-usernamegpr.key=your-github-token

  2. Create the gitignored local configuration from its template, and fill in the same ids from Part 1:

    sh
    cd androidcp local.properties.example local.properties

  3. Build, install, and launch on a device or emulator (API 26+, with the WebView JavaScript Sandbox available — BindJS runs component code in androidx.javascriptengine):

    sh
    ./gradlew :app:installDebugadb shell am start -n ai.metabind.finance.demo/.MainActivity

  4. Enter your Metabind API key and tap Start — the same first-launch flow as iOS.

For the Compose architecture and the deliberate divergences from the iOS app, see the Android app's README.

Where to next

License

Apache 2.0. See LICENSE and NOTICE at the repository root; apple/, android/, and mcp/ carry their own copies because they are meant to be copied out as starters.

Source: finance/README.md at commit e53aaad

Tools

9

get_net_worth

Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.

ParametersperiodendDategroupBysummarystartDate

get_spending_breakdown

Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.

Parametersperiodsummary

get_subscriptions

Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.

Parametersstatus

get_transactions

Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.

ParameterssortlimitperiodendDatecategorymerchantstartDate

net_worth_trend

Net Worth Trend

Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is that period's closing balance.

ParametersnoteperiodendDategroupBynextStepsstartDatechartStyle

spending_breakdown

Spending Breakdown

Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular categories; it dims everything else, so on an opening question it hides most of the answer.

ParametersnoteperiodhighlightnextStepsdrillPrompt

subscriptions

Subscriptions

Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data.

ParametersnoteviewviewsstatusnextSteps

transaction_list

Transaction List

Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead.

ParametersnoteviewlimitviewsperiodendDatecategorymerchantnextStepsstartDate

trend_card

Trend Card

Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them with a legend. Pass `items` to list the composition behind the number.

ParametersnoteitemsstarttitlechangepointscurrentupIsGoodnextStepschange_pctchartStyleperiodLabel+2 more

Version history

1
  1. v0.0.17LatestSep 27, 2026

Score

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  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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