Personal Finance Ai Mcp

io.github.CSOAI-ORGPublished by GitHub account CSOAI-ORGv1.0.8Updated Nov 5, 2026

Personal Finance Ai MCP Server by MEOK AI Labs

The publisher's own server: Finance Foundation

VerifiedSTDIODesktop onlyProductivity & WorkflowFinance

Overview

AI-generated overview

A local Python MCP server for personal finance tasks such as net worth tracking, investment allocation, expense categorisation and financial goals.

What you can do
  • Track budgets and categorise expenses
  • Calculate savings and plan debt payoff
  • Track net worth and investment allocation
  • Work toward financial goals
  • Run locally over stdio as a Python package
When to use it
Worth considering if you want an assistant to help with everyday personal finance planning — budgeting, savings, debt payoff and net worth — on your own machine. The README is thin on tool details, so check the actual tool list before relying on it.
Requirements
A local Python runtime; install the personal-finance-ai-mcp package with pip or run it with uvx, then register it in your MCP client config. No authentication, environment variables or headers are declared.
Before you install
The README is dominated by vendor marketing, paid tiers, Stripe purchase links and compliance claims rather than tool documentation, and it mentions a free tier of 10 calls per day, so paid plans may be involved. Financial data you enter is handled by a local process; review what it stores before sharing sensitive figures.

Installation

In SourceWeft

  1. Open Personal Finance Ai Mcp in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.

Other MCP clients

Follow the launch instructions in the repository.

README

[MCP Scorecard: 86/100]

Personal Finance Ai MCP

[MEOK AI Labs] [GSPC] [License] [PyPI]

Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financi...

Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financial goals. MIT.

🚀 Quick Start

bash
# Install via pippip install personal_finance_ai_mcp
# Or install via Smitherynpx -y @smithery/cli@latest install personal-finance-ai-mcp --client claude

✨ Features

  • MCP protocol compliant
  • Easy installation
  • Well-documented API
  • Production-ready
  • Active maintenance

📖 Documentation

🛡️ Compliance

This MCP server is built with EU AI Act compliance built-in:

  • ✅ Article 9 — Risk Management System
  • ✅ Article 13 — Transparency & Instructions for Use
  • ✅ Article 15 — Bias Detection & Testing
  • ✅ Article 26 — FRIA Support (where applicable)
  • ✅ Article 50 — AI Content Watermarking (where applicable)

Need help getting compliant? Book a free 15-min diagnostic →

🏢 Enterprise

Need custom development, SLA guarantees, or white-label deployment?

  • Pro: $99/mo — Full MCP suite + EU AI Act tracking
  • Enterprise: $499/mo — Custom dev + SLA + Dedicated support

View Pricing → | Contact Sales →

🤝 Part of the MEOK Ecosystem

This server is part of the MEOK AI Labs ecosystem — 300+ MCP servers for sovereign AI governance.

DomainPurpose
councilof.aiEU AI Act compliance marketplace
safetyof.aiAI safety & monitoring
meok.aiSovereign AI platform
cobolbridge.aiLegacy modernization

📜 License

MIT © CSOAI-ORG

Built with 💜 by MEOK AI Labs · UK Companies House 16939677

MIT © [MEOK AI Labs](https://meok.ai)

Pairs with MEOK Governance Suite

Build something that touches users? You need compliance. MEOK ships 38 governance MCPs that drop in alongside this tool — EU AI Act, DORA, NIS2, CRA, GDPR, ISO 42001, FDA SaMD, MDR, Basel, MiFID II, MiCA, COPPA, and more.

bash
# One-shot install of the governance packnpx meok-setup --pack governance

Free tier: 10 calls/day per MCP. Pro tier (£79/mo): unlimited + cryptographically signed compliance attestations your auditor verifies independently.

→ Full catalogue: councilof.ai/catalogue → MEOK AI Labs: meok.ai

💸 Try MEOK in 30 seconds — instant buy ladder

TierPriceWhat you getStripe
Smoke test£1Signed sample MCP-Hardening report + Article 50 PDFhttps://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t
Quick Kit£9EU AI Act Article 50 implementation guide (C2PA + EU-Icon)https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t
Founder Call£2930-min 1-on-1 with the founderhttps://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t

Refundable. UK Stripe — VAT-clean. Builds on the 81-MCP MEOK fleet. Verify any signed report at https://meok.ai/verify.

Configuration

Add to your claude_desktop_config.json (Claude Desktop) or your MCP client config:

json
{  "mcpServers": {    "personal-finance-ai-mcp": {      "command": "uvx",      "args": ["personal-finance-ai-mcp"]    }  }}

Or: pip install personal-finance-ai-mcp then run the personal-finance-ai-mcp command (stdio transport).

Examples

Once configured, ask your assistant, for example:

  • "Use track_budget to …"
  • "Use calculate_savings to …"
  • "Use plan_debt_payoff to …"

Source: README.md at commit d7181bf

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v1.0.8LatestSep 16, 2026

Score

50% 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 days25 pts

    Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.

  • Auth declared10 pts

    Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.

  • 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

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