Banking Assistant (Metabind demo)

ai.metabind由 metabind.ai 發布官方發布者v0.0.17更新於 Oct 24, 2026

Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

AI 產生的概覽

一個示範用的個人理財 MCP 應用程式,以互動式 UI 卡片回傳基於合成資料的支出、訂閱與淨資產資訊。

可以做什麼
取得淨資產歷史與帳戶餘額,並渲染淨資產趨勢卡片,可依年或依月以圖表或長條圖比較。取得分類支出及前期比較,或渲染組成條與分類排名清單。偵測週期性扣款,並渲染訂閱卡片,包含每月總額、週期、下次扣款日期與漲價標記。依類別或商家取得約十二個月的原始交易,或渲染某類別或商家的交易清單。為沒有專屬卡片的任何時間序列指標渲染通用趨勢卡片。
適用情境
適合試用或示範 Metabind 以 UI 為先的 MCP 應用模式,或用於原型驗證以渲染卡片而非聊天文字作答的理財助理。由於資料為合成資料,不適用於真實財務資料。
執行需求
位於 mcp.metabind.ai 的遠端 streamable HTTP 端點;未宣告驗證、環境變數或標頭。README 中的自架流程需要 Metabind 帳號與組織、metabind CLI、由伺服器端保管的 LLM 供應商 API 金鑰,行動端示範還需 Xcode 或 Android Studio 及 GitHub Packages 憑證。
安裝前請注意
所有財務資料皆為合成資料,不連接真實銀行,結果不應視為真實財務狀況。README 的安裝流程會建立草稿、發布專案並產生僅顯示一次的 Metabind API 金鑰;LLM 供應商金鑰由 Metabind 代理保存在伺服器端。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Banking Assistant (Metabind demo),將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/ai.metabind%2Fbanking-assistant/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "banking-assistant-metabind-demo": {
      "type": "http",
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

README

Metabind Finance demo

A personal-finance assistant with no chat transcript. The app asks one question on launch and uses the rendered answer as its home screen; every follow-up opens on a purpose-built surface. The same assistant runs natively on iOS and Android from one MCP App definition.

https://github.com/user-attachments/assets/9a840b88-dc88-4ab4-927e-0a8dc651dbe3

The Finance demo, running in the iOS app.

What is Metabind

Metabind builds agents that answer in your product's own UI, not in a chat window: interactive interfaces that take customers straight to what they came for, in the brand they already know. It's built from the UI, design system, and APIs the app already has. No rewrite. It's governed, rendering only components you've approved, enforced on every render. And it's hosted: you define the tools, we run the server. The same agent runs inside your own iOS, Android, and web apps, and across Claude, ChatGPT, and every MCP host, on the open MCP standard.

This demo shows the inside-your-own-app half, rendered as real native SwiftUI and Jetpack Compose through the Assistant SDK.

Start free at metabind.ai · Read the docs

What this demo is

Finance is a deliberately transcript-free assistant. One question is asked on launch — "Where did my money go this month?" — and its rendered MCP result is the home screen. Later questions come from a pill rail at the bottom and open in sheets. Each turn is routed to a purpose-built surface instead of scrolling by in a message list.

It's the opposite shape to the Retail demo, where the conversation itself is the product. Same SDKs, two shapes — read both before deciding which one your product is.

Working through this README end to end, you get:

  • The Finance MCP project — spending breakdowns, transaction lists, subscriptions, and net-worth trends as BindJS components over synthetic data — installed as a project in your own Metabind organization.
  • The iOS app running against that project.
  • The Android app running against the same project.

All financial data is synthetic. Nothing here connects to a real bank, reads a secret, or calls an external host.

What's in this folder

DirectoryContents
apple/iOS app on MetabindAI (MetabindAssistant), SDK pinned by release tag
android/Android app on metabindai-android (MetabindAssistant), SDK pinned in the version catalog
mcp/The Finance MCP project: BindJS components, tools, and the synthetic feed

Before you start

  • A Metabind account and organization — sign up at metabind.ai/signup.

  • The metabind CLI, 0.9.0 or newer:

    sh
    brew install metabindai/tap/metabindmetabind --version
  • An LLM provider API key (Anthropic, OpenAI, or Google). The Metabind Agent proxy holds it server-side and runs the conversation with it — the apps never ship a provider key.

  • For iOS: Xcode 26+ (the app targets iOS 17+).

  • For Android: Android Studio, JDK 17+, and GitHub Packages credentials — GitHub requires authentication even to read a public package.

Part 1 — install the MCP project

Run these from this directory (finance/).

  1. Sign up at metabind.ai if you haven't already — that creates your account and organization. Then sign in to the CLI and pick the organization to install into:

    sh
    metabind auth loginmetabind org listmetabind use --clearmetabind use --org <org-id>

    use --clear matters if you have used the CLI before. install in step 3 creates a project only when none is bound, and installs into the bound one otherwise — after the Retail demo, for instance. Setting the org alone does not release a project bound earlier; metabind status shows the active scope.

  2. See what the tree declares before creating anything:

    sh
    metabind inspect --dir mcp

    Finance declares no secrets and no outbound calls — inspect is how you confirm that from the tree itself.

  3. Install:

    sh
    metabind install --dir mcp --name "Banking Assistant" --yes

    install mints fresh ids for everything it creates, records where the tree came from, and creates drafts only — nothing serves traffic until you publish. Copy the project id it prints.

  4. Scope the CLI to the new project and set the agent's LLM key:

    sh
    metabind use --project <project-id>echo $ANTHROPIC_API_KEY | metabind agent set --provider anthropic --api-key-stdin
  5. Publish:

    sh
    metabind publish
  6. Mint the API key the apps sign in with:

    sh
    metabind api-key create --name "Banking Assistant"

    Copy the value now — it is shown once, at creation. One Metabind API key authenticates both the Agent proxy and the MCP server.

  7. Optionally, apply the project settings and thumbnail. install creates the components and tools; the settings in mcp/metabind.jsonc — the MCP instructions and the agent system prompt — are applied by push:

    sh
    metabind asset upload mcp/assets/files/project-thumbnail.pngmetabind sync repair --out mcp --org <org-id> --project <project-id>metabind push --out mcpmetabind project get <project-id>metabind project update <project-id> \  --data '{"settings":{"thumbnailUrl":"<url from asset upload>"}}'metabind publish

    push rewrites the tool drafts, so publish once more to release them.

    The project get is not decoration. project update refuses to write an entity the CLI has not read recently, so that it can tell the project hasn't moved underneath you:

    CONFLICT: Refusing project update <project-id>: no recent read recorded.

    A project you just installed has never been read, so the first update trips this without it.

    Set thumbnailUrl after pushing, not before: project update replaces nested settings objects rather than merging them, so writing settings.mcp here would drop the instructions push just applied.

[!NOTE] Configure the clients with the org and project ids that install printed — the stable internal ids, not the organization slug.

Part 2 — run the iOS app

  1. Create the gitignored local configuration from its template:

    sh
    cd applecp Config/Local.xcconfig.example Config/Local.xcconfig
  2. Fill in the ids from Part 1:

    xcconfig
    FINANCE_DEMO_ORG_ID = your_stable_internal_org_idFINANCE_DEMO_PROJECT_ID = your_project_id

    Leave FINANCE_DEMO_API_KEY empty — you'll enter the key on first launch. FINANCE_DEMO_BUNDLE_ID and DEVELOPMENT_TEAM matter only for signed device builds.

  3. Open the project and run it (⌘R) on an iOS 17+ simulator:

    sh
    open MetabindFinanceDemo.xcodeproj
  4. Enter your Metabind API key on the launch screen and tap Start. The home screen loads by asking "Where did my money go this month?". Tap a suggested follow-up or Ask anything to open the next answer in a sheet.

For signing, Xcode Cloud, TestFlight, and how the integration works, see the iOS app's README.

Part 3 — run the Android app

  1. Give Gradle credentials for GitHub Packages, either as environment variables (GITHUB_ACTOR / GITHUB_TOKEN) or in ~/.gradle/gradle.properties:

    properties
    gpr.user=your-github-usernamegpr.key=your-github-token
  2. Create the gitignored local configuration from its template, and fill in the same ids from Part 1:

    sh
    cd androidcp local.properties.example local.properties
  3. Build, install, and launch on a device or emulator (API 26+, with the WebView JavaScript Sandbox available — BindJS runs component code in androidx.javascriptengine):

    sh
    ./gradlew :app:installDebugadb shell am start -n ai.metabind.finance.demo/.MainActivity
  4. Enter your Metabind API key and tap Start — the same first-launch flow as iOS.

For the Compose architecture and the deliberate divergences from the iOS app, see the Android app's README.

Where to next

License

Apache 2.0. See LICENSE and NOTICE at the repository root; apple/, android/, and mcp/ carry their own copies because they are meant to be copied out as starters.

來源:finance/README.md,提交 f6d91f6

工具

9

get_net_worth

Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.

輸入參數periodendDategroupBysummarystartDate

get_spending_breakdown

Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.

輸入參數periodsummary

get_subscriptions

Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.

輸入參數status

get_transactions

Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.

輸入參數sortlimitperiodendDatecategorymerchantstartDate

net_worth_trend

Net Worth Trend

Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is that period's closing balance.

輸入參數noteperiodendDategroupBynextStepsstartDatechartStyle

spending_breakdown

Spending Breakdown

Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular categories; it dims everything else, so on an opening question it hides most of the answer.

輸入參數noteperiodhighlightnextStepsdrillPrompt

subscriptions

Subscriptions

Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data.

輸入參數noteviewviewsstatusnextSteps

transaction_list

Transaction List

Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead.

輸入參數noteviewlimitviewsperiodendDatecategorymerchantnextStepsstartDate

trend_card

Trend Card

Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them with a legend. Pass `items` to list the composition behind the number.

輸入參數noteitemsstarttitlechangepointscurrentupIsGoodnextStepschange_pctchartStyleperiodLabel另有 2 個

版本歷史

1
  1. v0.0.17最新Sep 27, 2026

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