MyFinanceBook
app.myfinancebookv1.0.0Updated Sep 28, 2026
Ask Claude about your income and spending, and import bank statements. No bank login.
Overview
AI-generated overview
Lets an assistant answer questions about your income and spending and import bank statements, without a bank login.
- What it does
- A remote MCP endpoint for the MyFinanceBook personal finance service. It is intended to let an assistant discuss your income and spending and to import bank statements, without connecting to your bank account.
- When to use it
- Useful if you already keep your personal finances in MyFinanceBook and want to ask an assistant about your income and spending or load statements into it. Not needed if your financial data lives elsewhere.
- Requirements
- A remote MCP endpoint reached over streamable HTTP; no local package or runtime is involved. The manifest declares no authentication, no API key, and no environment variables, but network access to the endpoint is required.
Before you install
The server handles personal financial data and runs as a remote service, so income, spending, and imported statement data pass to a third party. No authentication or credentials are declared for the endpoint, so check how access is protected before connecting an assistant. Anyone able to reach the endpoint could potentially read or change the data it manages.
Installation
In SourceWeft
- Open MyFinanceBook in the dashboard and add it to a workspace.
- 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.
Other MCP clients
Add this to your client's mcpServers config.
{
"mcpServers": {
"myfinancebook": {
"type": "http",
"url": "https://mcp.myfinancebook.app"
}
}
}Tools
0Tool metadata has not been indexed yet.
Version history
1- v1.0.0LatestSep 28, 2026
