PocketPlanner

fr.pocketplannerPublished by pocketplanner.frOfficial publisherv1.0.0Updated Nov 4, 2026

Let your AI assistant read and fill your finances: budget, statements, payslips, taxes (French).

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP server that lets an AI assistant read and fill in French personal finances: budget, statements, payslips and taxes.

What you can do
  • Read and fill in personal budget data
  • Work with bank statements
  • Handle payslips
  • Handle French tax information
  • No tool list is published, so the exact operations are not documented here.
When to use it
For French users who keep their budget, statements, payslips and tax details in PocketPlanner and want an assistant to read or complete them instead of entering data by hand.
Requirements
A remote MCP endpoint at pocketplanner.fr over streamable HTTP; OAuth sign-in is required. No environment variables or headers are declared.
Before you install
The server handles sensitive financial and tax data, and the description says the assistant can fill in records, so it may write or change data. Access is granted through OAuth to your PocketPlanner account; review the scopes you approve.

Installation

In SourceWeft

  1. Open PocketPlanner 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/fr.pocketplanner%2Fpocketplanner/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": {
    "pocketplanner": {
      "type": "http",
      "url": "https://pocketplanner.fr/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. v1.0.0LatestNov 4, 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.