FYN

fyi.fyn由 fyn.fyi 發布官方發布者v1.1.0更新於 Nov 3, 2026

面向AI代理的唯讀個人財務工具:預算、收據、淨資產、帳單。OAuth 2.1。

AI 翻譯由 AI 模型根據下方的原文描述翻譯,可能有誤。

原文描述

Read-only personal finance for AI agents: budgets, receipts, net worth, bills. OAuth 2.1.

發布方自己的服務:Finance Foundation

已驗證Streamable HTTP可網頁執行金融資料與分析

概覽

FYN 的託管 MCP 服務(mcp.fyn.fyi),由 fyn.fyi 發布;需要 OAuth 登入;Streamable HTTP。

暫無 AI 概覽:以下資訊來自註冊中心條目和服務本身。

發布者
fyn.fyi
端點
mcp.fyn.fyi
最近檢查

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 FYN,將其新增到工作區。
  2. 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
  3. 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/fyi.fyn%2Ffinance/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。 客戶端會在首次連接時完成 OAuth 登入。

{
  "mcpServers": {
    "fyn": {
      "type": "http",
      "url": "https://mcp.fyn.fyi/"
    }
  }
}

README

FYN Finance Agent Skill

The official AI agent skill for FYN — personal finance with bank syncing, receipt AI, and spending intelligence.

Cursor Marketplace

Read-only personal finance for Cursor. After you install FYN, the agent can ask about budgets, upcoming bills, receipt line items, net worth, and whether a purchase fits this month. The plugin connects to FYN's remote MCP server at https://mcp.fyn.fyi (streamable HTTP). Sign-in is OAuth 2.1 with PKCE, scope fyn.read. Cursor registers a public client on its own. The model never receives a bank password, and FYN does not move money or write to your accounts.

Install

From the Marketplace:

  1. Open Customize in the Cursor sidebar, or Cursor Settings → Plugins.
  2. Search for FYN.
  3. Click Install.
  4. The first time a FYN tool runs, Cursor opens FYN sign-in. Approve read-only access.

A FYN account (fyn.fyi) is required. Budget, bill, and net-worth answers use the household's linked accounts. Receipt questions can be answered from scanned receipts.

To connect the same server without the Marketplace, add this to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (one project):

json
{  "mcpServers": {    "fyn": {      "type": "http",      "url": "https://mcp.fyn.fyi"    }  }}

http is Cursor's streamable HTTP transport: JSON-RPC over HTTPS POST. There is no API key and no client secret to paste. Desktop and Cloud Agents keep separate FYN sign-ins; approve the Cloud row in Customize when you use Cloud Agents.

Use

Ask in chat the way you would ask a finance app. Cursor calls FYN when the question needs your ledger. Every tool is read-only. Turn the server off in Customize to stop using it here, and revoke the app in FYN under Settings → Agent access to end access on FYN's side.

Example prompts

  • Budgets: "How are my budgets this month, and which categories are close to the limit?"
  • Bills: "What bills are due in the next 10 days?"
  • Receipts: "Find the receipt for my last Costco trip and list the items."
  • Net worth: "What's my net worth trend over the past 6 months?"
  • Spend check: "Can I afford a $1,200 laptop this month without going over budget?"

Links

The sections below are the ClawHub skill (SKILL.md, agent API, FYN_API_KEY). The Marketplace plugin is .cursor-plugin/plugin.json and mcp.json.

What is this?

This is a ClawHub skill package that lets any AI agent (OpenClaw, Clank, or any agent with HTTP tools) access your personal financial data through FYN.

Your agent can:

  • Query bank transactions and spending patterns
  • Check account balances and net worth
  • Monitor budgets and subscriptions
  • Get daily briefings, alerts, and financial health scores
  • Ask natural language questions about your finances
  • Search receipts with AI (Pro)
  • Check affordability of purchases (Pro)

Install

bash
clawhub install fyn-finance

Or manually: copy SKILL.md into your agent's skill directory.

Quick Start

  1. Sign up at fyn.fyi (free)
  2. Connect your bank accounts via Plaid
  3. Generate an API key at Settings > Agent Access
  4. Set FYN_API_KEY in your agent's environment
bash
export FYN_API_KEY=fyn_ak_your_key_here
  1. Ask your agent about your finances:

"How much did I spend on groceries this month?" "What's my net worth?" "Am I over budget on anything?"

API Endpoints

All endpoints use https://api.fyn.fyi/v1/agent as the base URL.

Free Tier

EndpointMethodDescription
/transactions/recentGETRecent transactions
/transactions/sumPOSTTotal spending for a period
/spending/breakdownPOSTSpending by category/merchant
/spending/comparePOSTCompare two time periods
/spending/discretionaryPOSTDiscretionary vs. essential
/accounts/balancesGETAll account balances
/accounts/balanceGETSingle account balance
/accounts/net-worthGETNet worth
/budget/statusGETBudget status
/budget/overGETOver-budget categories
/subscriptionsGETDetected subscriptions
/subscriptions/totalGETTotal subscription cost
/cashflowGETCash flow summary
/cashflow/savings-rateGETSavings rate
/portfolioGETPortfolio summary
/holdingsGETIndividual holdings
/insights/dailyGETDaily financial briefing
/insights/alertsGETActive anomalies & warnings
/insights/opportunitiesGETMoney-saving suggestions
/insights/weeklyGETWeekly financial recap
/insights/healthGETFinancial health score (0-100)
/insights/askPOSTNatural language insight query

Pro Tier ($9.99/mo)

EndpointMethodDescription
/receipts/searchPOSTSearch receipt line items
/receipts/ragPOSTChat with receipts (RAG)
/affordabilityPOSTAffordability check

Rate Limits

PlanDaily CallsReceipt RAG Queries
Free5010
Pro2,000500

Examples

See the examples/ directory:

Authentication

All requests require an API key:

Authorization: Bearer fyn_ak_your_key_here

Generate keys at fyn.fyi/settings/agent-access.

Links

License

MIT

來源:README.md,提交 caee3f4

工具

0
該伺服器需要登入,因此 SourceWeft 無法在沒有帳號的情況下讀取其工具,也未收錄。已連接帳號所能看到的內容可能因帳號及其權限而異。

版本歷史

3
  1. v1.1.0最新Nov 3, 2026
  2. v1.0.1Oct 20, 2026
  3. v1.0.0Oct 19, 2026

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其他 Finance 整合