Financier docs

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

Search and read Financier's developer documentation. No credentials needed.

The publisher's own server: Financier

VerifiedStreamable HTTPWeb executableKnowledge & Memory Developer Tools

Server details

Identifier: sh.financier/financier-docs
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Sep 23, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to financier.sh, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

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

What you can do: Search documentation pages and sections by query, returning paths to read next (search_docs). Read a single documentation page as markdown from a fixed set of paths such as the developer, about, privacy, trust, changelog and auth pages (read_doc).
When to use it: Useful when an assistant needs to answer questions about Financier's developer surface, API, authentication or changelog, or to look up official documentation before working with Financier's other tooling.
Requirements: A remote Streamable HTTP endpoint; no credentials, environment variables or headers are declared. Network access to the Financier host is required.

Before you install

Read-only documentation access; no credentials are requested. Note that the README describes a separate, credentialed Financier MCP server for account and finance data, which is not this documentation server.

Installation

In SourceWeft

Open Financier docs in the dashboard and add it to a workspace.
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-docs/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": {
    "financier-docs": {
      "type": "http",
      "url": "https://financier.sh/mcp/docs"
    }
  }
}

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 server	`https://financier.sh/mcp` (Streamable HTTP; OAuth 2.1 or `x-api-key`)
Docs MCP server	`https://financier.sh/mcp/docs` (no credentials)
REST API	`https://financier.sh/api/v1`, OpenAPI, reference
TypeScript SDK	`@financier-sh/sdk`
CLI	`@financier-sh/cli` (`financier`)
Agent skill	`skills/financier/SKILL.md`
Agent plugin	`plugin.json` + `mcp.json`
MCP registry	`sh.financier/financier`, `sh.financier/financier-docs`
A2A 1.0	agent card, JSON-RPC at `https://financier.sh/a2a`
Ask the docs (NLWeb)	`POST https://financier.sh/ask`
Agent identity, no account	`POST https://financier.sh/agent/identity` (sandbox-only until a person claims it)
Webhooks	Standard Webhooks + Web Bot Auth (keys)
Agent index	llms.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

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

SDK

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);

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

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 });

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

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

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

search_docs

Search the docs

Find documentation pages and sections matching a query. Returns paths to pass to read_doc.

Parametersqueryrequired

read_doc

Read a doc

Read one documentation page as markdown. Paths: /, /developers, /about, /contact, /privacy, /trust, /changelog, /auth.

Parameterspathrequired

Version history

v1.0.0LatestSep 23, 2026

Score

100% 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
DescriptionRequired15 pts
Logo10 pts
Documentation15 pts
License10 pts

Other Financier integrations

Financier

sh.financierOfficial publisher

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

Streamable HTTPWeb executableAuth

FinanceCredential requiredOct 24, 2026