Financier

sh.financierPublished by financier.shOfficial publisherv1.0.0Updated Oct 24, 2026

Personal finance plan from a person's own bank data: stage, budget, categories, decisions.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Financier's remote MCP server lets an assistant work with a person's personal finance plan built from their own bank data: stage, budget, categories and actions

What you can do
Work with a personal finance plan built from linked bank data: view the current stage, monthly figures and surplus, and the actions it suggests. Sync and categorise transactions, then build the plan and follow its progress. Review spending by date range and merchant. Manage webhook subscriptions for plan and bank events. The README states that everything a person can do in the app, an agent can do over MCP, the REST API, the SDK or the CLI.
When to use it
Use it when an assistant should help someone understand or act on their own Financier plan: reviewing budget stages, spending by merchant, or plan actions. A separate docs MCP endpoint without credentials is available for documentation questions alone.
Requirements
A remote Streamable HTTP endpoint at financier.sh/mcp. Authentication is OAuth 2.1 or an x-api-key credential. Accounts are invite-only; the demo sandbox bank gives any account a synthetic household to try things on. Agents can start with a sandbox-only anonymous identity and later be claimed by a person.
Before you install
It handles real personal bank data, so access is sensitive. OAuth or an x-api-key credential is required and should be kept private. The server can sync and categorise transactions and build plans, which changes data. Webhook subscriptions send plan and bank events to external URLs. The app itself is private; this repository only holds the public SDK, CLI and agent surface.

Installation

In SourceWeft

  1. Open Financier 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/sh.financier%2Ffinancier/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": {
    "financier": {
      "type": "http",
      "url": "https://financier.sh/mcp"
    }
  }
}

README

Financier

Official agent and developer tooling for Financier: a personal finance plan built from a person's own bank data. Financier is API-first. Everything a person can do in the app, an agent can do over MCP, the REST API, this SDK or this CLI.

MCP serverhttps://financier.sh/mcp (Streamable HTTP; OAuth 2.1 or x-api-key)
Docs MCP serverhttps://financier.sh/mcp/docs (no credentials)
REST APIhttps://financier.sh/api/v1, OpenAPI, reference
TypeScript SDK@financier-sh/sdk
CLI@financier-sh/cli (financier)
Agent skillskills/financier/SKILL.md
Agent pluginplugin.json + mcp.json
MCP registrysh.financier/financier, sh.financier/financier-docs
A2A 1.0agent card, JSON-RPC at https://financier.sh/a2a
Ask the docs (NLWeb)POST https://financier.sh/ask
Agent identity, no accountPOST https://financier.sh/agent/identity (sandbox-only until a person claims it)
WebhooksStandard Webhooks + Web Bot Auth (keys)
Agent indexllms.txt, auth.md

Accounts are invite-only for now. The sandbox bank (provider demo) gives any account a synthetic household to try everything on.

MCP

json
{  "mcpServers": {    "financier": { "type": "http", "url": "https://financier.sh/mcp" }  }}

Claude Code: claude mcp add --transport http financier https://financier.sh/mcp

SDK

sh
npm install @financier-sh/sdk
ts
import { createFinancier } from "@financier-sh/sdk";
const financier = createFinancier({ apiKey: process.env.FINANCIER_API_KEY });await financier.connections.linkSandbox();for await (const event of financier.plan.buildStream()) console.log(event.stage);const view = await financier.plan.view();console.log(view?.stages[view.current]?.name, view?.plan.monthly.surplus);

Webhooks

ts
import { verifyWebhook } from "@financier-sh/sdk";
// In your handler: the raw body, the request headers, and the secret from webhooks.create.if (!(await verifyWebhook(rawBody, request.headers, process.env.FINANCIER_WEBHOOK_SECRET!)))  return new Response("bad signature", { status: 401 });

Events: plan.built, recurring.detected, bank.reconnect_required, webhook.test. Every delivery is also signed with Web Bot Auth, verifiable against financier.sh's key directory without a shared secret.

Agents without an account

An agent can start before any person is involved: POST /agent/identity {"type":"anonymous"} returns a sandbox-only identity and a claim token. When a person wants the agent to work on their real account, the agent starts a claim with their email, shows them the code, and the person approves it at financier.sh/claim. The full flow, with requests, is in auth.md.

CLI

sh
npm install -g @financier-sh/clifinancier login          # paste an API key from Settings, Developerfinancier sandbox        # link the synthetic householdfinancier build          # sync, categorise, build the planfinancier plan           # stage, monthly figures, actionsfinancier plan --json    # the same, for scripts and agentsfinancier spending --from 2026-08-01 --by merchantfinancier webhooks add https://example.com/hooks/financier --events plan.built

This repository

The Financier app itself is private. This repository holds the public surface: the SDK, the CLI, the agent skill, the plugin manifest and the MCP registry entries. The SDK's types are generated from the live OpenAPI document (bun run generate).

License

MIT

Source: README.md at commit ca72fd0

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. v1.0.0LatestSep 23, 2026

Score

85% 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

Other Financier integrations

Financier docs

sh.financierOfficial publisher

A remote, credential-free MCP server that lets an assistant search and read Financier's public developer documentation pages.

Streamable HTTPWeb executable
Knowledge & Memory2 toolsOct 24, 2026