FYN

fyi.fynPublished by fyn.fyiOfficial publisherv1.1.0Updated Nov 3, 2026

Read-only personal finance for AI agents: budgets, receipts, net worth, bills. OAuth 2.1.

The publisher's own server: Finance Foundation

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

FYN's hosted MCP server (mcp.fyn.fyi), published by fyn.fyi; OAuth sign-in required; Streamable HTTP.

No AI overview yet: these facts come from the registry entry and the server itself.

Publisher
fyn.fyi
Endpoint
mcp.fyn.fyi
Last checked

Installation

In SourceWeft

  1. Open FYN 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/fyi.fyn%2Ffinance/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": {
    "fyn": {
      "type": "http",
      "url": "https://mcp.fyn.fyi/"
    }
  }
}

README

FYN Finance Agent Skill

The official AI agent skill for FYN — personal finance with bank syncing, receipt AI, and spending intelligence.

Cursor Marketplace

Read-only personal finance for Cursor. After you install FYN, the agent can ask about budgets, upcoming bills, receipt line items, net worth, and whether a purchase fits this month. The plugin connects to FYN's remote MCP server at https://mcp.fyn.fyi (streamable HTTP). Sign-in is OAuth 2.1 with PKCE, scope fyn.read. Cursor registers a public client on its own. The model never receives a bank password, and FYN does not move money or write to your accounts.

Install

From the Marketplace:

  1. Open Customize in the Cursor sidebar, or Cursor Settings → Plugins.
  2. Search for FYN.
  3. Click Install.
  4. The first time a FYN tool runs, Cursor opens FYN sign-in. Approve read-only access.

A FYN account (fyn.fyi) is required. Budget, bill, and net-worth answers use the household's linked accounts. Receipt questions can be answered from scanned receipts.

To connect the same server without the Marketplace, add this to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

json
{  "mcpServers": {    "fyn": {      "type": "http",      "url": "https://mcp.fyn.fyi"    }  }}

http is Cursor's streamable HTTP transport: JSON-RPC over HTTPS POST. There is no API key and no client secret to paste. Desktop and Cloud Agents keep separate FYN sign-ins; approve the Cloud row in Customize when you use Cloud Agents.

Use

Ask in chat the way you would ask a finance app. Cursor calls FYN when the question needs your ledger. Every tool is read-only. Turn the server off in Customize to stop using it here, and revoke the app in FYN under Settings → Agent access to end access on FYN's side.

Example prompts

  • Budgets: "How are my budgets this month, and which categories are close to the limit?"
  • Bills: "What bills are due in the next 10 days?"
  • Receipts: "Find the receipt for my last Costco trip and list the items."
  • Net worth: "What's my net worth trend over the past 6 months?"
  • Spend check: "Can I afford a $1,200 laptop this month without going over budget?"

Links

The sections below are the ClawHub skill (SKILL.md, agent API, FYN_API_KEY). The Marketplace plugin is .cursor-plugin/plugin.json and mcp.json.

What is this?

This is a ClawHub skill package that lets any AI agent (OpenClaw, Clank, or any agent with HTTP tools) access your personal financial data through FYN.

Your agent can:

  • Query bank transactions and spending patterns
  • Check account balances and net worth
  • Monitor budgets and subscriptions
  • Get daily briefings, alerts, and financial health scores
  • Ask natural language questions about your finances
  • Search receipts with AI (Pro)
  • Check affordability of purchases (Pro)

Install

bash
clawhub install fyn-finance

Or manually: copy SKILL.md into your agent's skill directory.

Quick Start

  1. Sign up at fyn.fyi (free)
  2. Connect your bank accounts via Plaid
  3. Generate an API key at Settings > Agent Access
  4. Set FYN_API_KEY in your agent's environment
bash
export FYN_API_KEY=fyn_ak_your_key_here
  1. Ask your agent about your finances:

"How much did I spend on groceries this month?" "What's my net worth?" "Am I over budget on anything?"

API Endpoints

All endpoints use https://api.fyn.fyi/v1/agent as the base URL.

Free Tier

EndpointMethodDescription
/transactions/recentGETRecent transactions
/transactions/sumPOSTTotal spending for a period
/spending/breakdownPOSTSpending by category/merchant
/spending/comparePOSTCompare two time periods
/spending/discretionaryPOSTDiscretionary vs. essential
/accounts/balancesGETAll account balances
/accounts/balanceGETSingle account balance
/accounts/net-worthGETNet worth
/budget/statusGETBudget status
/budget/overGETOver-budget categories
/subscriptionsGETDetected subscriptions
/subscriptions/totalGETTotal subscription cost
/cashflowGETCash flow summary
/cashflow/savings-rateGETSavings rate
/portfolioGETPortfolio summary
/holdingsGETIndividual holdings
/insights/dailyGETDaily financial briefing
/insights/alertsGETActive anomalies & warnings
/insights/opportunitiesGETMoney-saving suggestions
/insights/weeklyGETWeekly financial recap
/insights/healthGETFinancial health score (0-100)
/insights/askPOSTNatural language insight query

Pro Tier ($9.99/mo)

EndpointMethodDescription
/receipts/searchPOSTSearch receipt line items
/receipts/ragPOSTChat with receipts (RAG)
/affordabilityPOSTAffordability check

Rate Limits

PlanDaily CallsReceipt RAG Queries
Free5010
Pro2,000500

Examples

See the examples/ directory:

Authentication

All requests require an API key:

Authorization: Bearer fyn_ak_your_key_here

Generate keys at fyn.fyi/settings/agent-access.

Links

License

MIT

Source: README.md at commit caee3f4

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. v1.1.0LatestNov 3, 2026
  2. v1.0.1Oct 20, 2026
  3. v1.0.0Oct 19, 2026

Score

75% 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
  • License10 pts

    Declare a license in the repository or the registry entry.

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