BetterOff

finance.betteroffPublished by betteroff.financeOfficial publisherv0.5.2Updated Oct 29, 2026

Read bank, brokerage, exchange, and wallet accounts; prepare changes and transfers for approval.

The publisher's own server: BetterOff

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP server that lets an assistant read bank, brokerage, exchange and wallet accounts and prepare changes or transfers for approval.

What you can do
  • Read bank, brokerage, exchange and wallet accounts
  • Prepare account changes and transfers for user approval
  • No tool list is published, so exact capabilities are not documented beyond this description
When to use it
When you want an assistant to pull together a view of accounts held across banks, brokers, exchanges and wallets, or to draft transfers and account changes that you then approve yourself.
Requirements
A remote streamable HTTP endpoint at api.betteroff.finance; OAuth authentication is required. No environment variables or headers are declared.
Before you install
It connects to real financial accounts and can prepare transfers and account changes, so review every prepared action before approving it. OAuth grants access to your financial data; check what the provider stores and shares. No tool list or documentation is published, so verify permissions before connecting.

Installation

In SourceWeft

  1. Open BetterOff 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/finance.betteroff%2Fmcp/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": {
    "betteroff": {
      "type": "http",
      "url": "https://api.betteroff.finance/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

3
  1. v0.5.2LatestOct 29, 2026
  2. v0.5.1Oct 14, 2026
  3. v0.5.0Oct 14, 2026

Score

83% 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
  • 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.

Other Betteroff integrations

BetterOff

finance.betteroffOfficial publisher

Remote BetterOff endpoint offering anonymous public tools, with no tool list, documentation or authentication details published.

Streamable HTTPWeb executable
FinanceNot indexed yetOct 24, 2026