Personal Finance AI MCP server

by CSOAI-ORG·io.github.CSOAI-ORG/personal-finance-ai-mcp·v1.0.8

Personal Finance Ai MCP Server by MEOK AI Labs

C65/100grade C

What users say

No reviews yet

Safety scan

C65/100

Adoption

Not measured yet

Usage numbers are collected on the next scan

Reviews

Nobody has reviewed Personal Finance AI yet.

If you have run it, two minutes of your experience saves the next person an afternoon.

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

analyze_investment
Analyze investment growth with asset allocation modeling.
calculate_savings
Calculate time to reach a savings goal with compound interest.
estimate_tax
Estimate US federal income tax liability.
plan_debt_payoffwrite action
Create a debt payoff plan using avalanche or snowball method.
track_budget
Analyze spending against recommended budget allocations.

scanner v0.1.9 · 2026-09-22 · same rubric, same numbers if you re-run it

no findings

Code scan14 source files scanned25/25
–Live reliabilityno gateway calls yet and no remote to proben/a
–Tool poisoningtools not inspected (local package is not executed); not countedn/a
Auth qualitylocal package, no credentials required12/15
Maintenancerepository not readable: repo not found3/15
Maintainer identityno repository or website to verify2/10

Overall 65/100. Components that don't apply are left out of the denominator. Any critical finding is an F.Rubric Appeal a finding JSON

claude mcp add personal-finance-ai-mcp -- uvx personal-finance-ai-mcp

Is Personal Finance AI MCP server safe?: With care: it is graded C, so read the findings first (65/100). Read the Personal Finance AI safety report
How do I install Personal Finance AI?: It runs on your machine. Copy the Claude Code, Claude Desktop or Cursor config from the install section.
Does Personal Finance AI need an API key?: Not as far as the registry entry and our scan can tell: no credentials are declared or required.
Is Personal Finance AI maintained?: The latest release is v1.0.8.
What can I use instead of Personal Finance AI?: Servers from other publishers that do the same job: Candor Finance MCP server, Smart Money MCP server and Financier MCP server. Compare all Personal Finance AI alternatives.

Same job from other publishers: the closest match first, then the best rated.

Candor Finance
Personal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.
not reviewed
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Smart Money
Personal finance: log expenses in plain language, track accounts, budgets and spending
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Financier
Personal finance plan from a person's own bank data: stage, budget, categories, decisions.
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Growing
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Yahoo Finance
Access Yahoo Finance stock data, news, screeners, options, financials, and charts through MCP.
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Established
A
Agent402.Tools: pay-per-call web tools
Agentic Finance: 500+ agent tools, multi-chain USDC over x402 or MPP, free via PoW or card credits
not reviewed
Established
A