Wise Penny

app.wisepennyPublished by wisepenny.appOfficial publisherv1.0.0Updated Oct 24, 2026

Chat with your bank data: balances, transactions, budgets, bills. Reads only, never moves money.

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP server that lets an assistant answer questions about your bank data: balances, transactions, budgets and bills, read-only.

What you can do
  • Query account balances across connected bank accounts
  • Look up and review transactions
  • Check budgets and spending against them
  • Review upcoming or outstanding bills
  • All access is read-only; the server does not move money.
When to use it
Useful when you want to ask an assistant about your own finances in plain language — current balances, recent spending, budget status or bills due — without exporting statements by hand.
Requirements
A remote MCP endpoint at wisepenny.app over streamable HTTP; OAuth sign-in is required, so you need a Wise Penny account and a client that supports OAuth. No environment variables or headers are declared.
Before you install
The server gets read access to your banking data, so grant OAuth consent only to a client you trust. It states it is read-only and never moves money, but confirm that before relying on it. Your financial data is held by the third-party provider.

Installation

In SourceWeft

  1. Open Wise Penny in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. 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/app.wisepenny%2Fwise-penny/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. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "wise-penny": {
      "type": "http",
      "url": "https://www.wisepenny.app/api/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestSep 16, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.