Money

io.github.Parsons-aiPublished by GitHub account Parsons-aiv3.0.0Updated Oct 28, 2026

Personal finance assistant — track transactions, budgets, net worth via Plaid

VerifiedStreamable HTTPWeb executableDatabasesFinance

Overview

AI-generated overview

Remote personal finance server that lets an assistant read your bank-linked transactions, budgets and net worth, and manage budgets, goals and reminders.

What you can do
  • Identify the signed-in user and inspect the financial database schema
  • Run read-only SQL queries over your transactions, accounts, budgets and net worth
  • Create, update or delete budgets, goals, reminders and similar entities
  • Refresh the latest data from connected bank accounts via Plaid
When to use it
Useful when you want an assistant to answer questions about your own finances — net worth, spending by category, month-over-month comparisons — or to set up budgets, goals and reminders on top of bank data synced through Plaid.
Requirements
A remote Streamable HTTP endpoint; no local package or runtime. Sign-in uses OAuth 2.1 with dynamic client registration, so you need a Money account with bank accounts connected through Plaid. No API keys or environment variables are declared.
Before you install
The server holds sensitive financial data and can write: the mutate tool creates, updates and deletes budgets, goals and reminders, and sync pulls fresh data from your banks. Read-only SQL is limited to your own data by row-level security, but review write actions before approving them and check the provider's privacy policy and terms.

Installation

In SourceWeft

  1. Open Money in the dashboard and add it to a workspace.
  2. 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/io.github.Parsons-ai%2Fmoney/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.

{
  "mcpServers": {
    "money": {
      "type": "http",
      "url": "https://money.parsons.ai/api/mcp"
    }
  }
}

README

Money MCP Server

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

Server URL

https://money.parsons.ai/api/mcp

Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)

Tools

ToolDescriptionType
whoamiGet authenticated user infoRead
schemaGet database table/column detailsRead
queryExecute read-only SQL queries on your financial dataRead
mutateCreate, update, or delete budgets, goals, reminders, and other entitiesWrite
syncRefresh latest data from connected bank accounts via PlaidWrite

What You Can Do

  • "What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
  • "Show my top spending categories this month" — Analyze transactions by category
  • "Create a grocery budget for $500/month" — Create budgets, goals, and reminders
  • "Sync my latest transactions" — Pull fresh data from your connected banks
  • "Compare dining spending: January vs December" — Comparative analysis across time periods

How to Connect

Claude.ai / Claude Desktop

Add as a connector using the server URL above. OAuth will guide you through sign-in.

Any MCP Client

Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.

Links

About

Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.

Built by Parsons.AI.

Source: README.md at commit 846e940

Tools

0
SourceWeft has not read this server's tools yet.

Version history

1
  1. v3.0.0LatestSep 16, 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 listedRequired15 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.