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Fintable MCP server

by jasoncbraatz·io.github.jasoncbraatz/fintable-mcp·v0.1.1·1 stars
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Unofficial MCP server for fintable.io — manage financial categories, rules, and transactions.

B83/100grade B
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Safety scan
B83/100

full report

Adoption
Growing

1 stars19 downloads/wk

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

Fintable MCP tools (12, 6 write)

write = sends, deletes, buys or posts

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

  • fintable_create_bulk_categorieswrite action

    Create multiple transaction categories at once — the batch operation that saves you from clicking through the UI 20 times!

  • fintable_create_bulk_ruleswrite action

    Create multiple categorization rules at once — batch rule creation!

  • fintable_create_categorywrite action

    Create a new transaction category in Fintable.

  • fintable_create_rulewrite action

    Create a new simple categorization rule.

  • fintable_delete_rulewrite action

    Delete a categorization rule by its ID.

  • fintable_list_accounts

    List all bank accounts connected to Fintable with balances and latest transaction dates.

  • fintable_list_categories

    List all transaction categories configured in the Fintable categorizer.

  • fintable_list_rules

    List all categorization rules. Rules auto-categorize transactions based on description patterns.

  • fintable_list_transactions

    List transactions from the Fintable transactions page.

  • fintable_resync_spreadsheets

    Re-sync categories and transactions to connected Airtable/Google Sheets integrations.

  • fintable_run_all_ruleswrite action

    Run all categorization rules to auto-categorize transactions.

  • fintable_sync_accounts

    Trigger a sync of all connected bank accounts via Plaid.

Public scan report

scanner v0.1.9 · 2026-09-27 · same rubric, same numbers if you re-run it

no findings
  • Code scan6 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 qualitystatic API keys via environment variables6/15
  • Maintenancelast push 21 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 83/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Fintable MCP compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
83/100
higher than 65% of 48,255 servers
Tools
12
the typical server has 7
Tools that change things
50%
typical: 0%. Fewer write tools means less an agent can break
GitHub stars
1
more than 65% of 28,688 servers
Downloads a week
19
more than 6% of 12,191 servers with a package

What its tools let an agent do: 6 read · 6 change

Install Fintable MCP in Claude Code, Cursor or VS Code

claude mcp add fintable-mcp -- uvx fintable-mcp
Add to Cursor

What the publisher says

From the Fintable MCP repository's README, as published. We do not edit it. Read it on GitHub

fintable-mcp

An unofficial MCP (Model Context Protocol) server for fintable.io, enabling AI assistants like Claude to manage your financial categories, rules, and transactions directly — no more clicking through multi-step wizards.

Note: This is a community project, not officially supported by fintable.io. It works by communicating with Fintable's Laravel Livewire 3 backend using your browser session. If you're the Fintable developer and would like to collaborate on an official MCP server or public API, please open an issue — we'd love to work with you! 🤝

What it does

Once installed, you can ask Claude or your favorite MCP Client things like:

  • "Create these expense categories: Office Supplies, Shipping, Packaging, Equipment Rental, Software Subscriptions"
  • "Create rules: 'Staples' → Office Supplies, 'UPS' → Shipping, 'USPS' → Shipping"
  • "Run all rules to categorize my transactions"
  • "What's my current account balance at Ally Bank?"
  • "List all my categorization rules"

No more going through a 3-page wizard 20 times to set up 20 categories. Just tell Claude what you need.

Tools provided

Read Operations

Write Operations

Installation

Prerequisites

  • Python 3.10+
  • A fintable.io account with connected bank accounts
  • Claude Desktop (or any MCP-compatible client — Cherry Studio, etc.)

1. Clone this repo

git clone https://github.com/jasoncbraatz/fintable-mcp.git
cd fintable-mcp

2. Install dependencies

pip install -r requirements.txt

Or with uv (faster):

uv pip install -r requirements.txt

3. Authentication setup

You have two options — automatic (recommended) or manual.

Option A: Automatic cookie extraction (recommended)

Install rookiepy, which reads cookies directly from Chrome's local database using your OS credentials:

pip install rookiepy

That's it. As long as you're logged into fintable.io in Chrome, the server grabs fresh cookies on every run. No manual copying, no expiration headaches.

Option A½: Self-refreshing cookie jar (advanced)

If you want the server to maintain its own session without needing Chrome or rookiepy after the first run, add the --persist-cookies flag to your config (see step 4). This saves session cookies to ~/.fintable-mcp-cookies.json and auto-updates them from server responses — the session stays alive as long as it doesn't expire server-side between runs.

The initial seed comes from whichever auth method is available (rookiepy, env var, etc.). After that, the server is self-sufficient.

Security note: This stores session cookies on disk. The file is a dotfile in your home directory and isn't advertised anywhere, but anyone with read access to your home folder could find it. If that's a concern, stick with Option A.

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Fintable MCP: common questions

Is Fintable MCP server safe?
Mostly: it is graded B (83/100). Read the Fintable MCP safety report
How do I install Fintable MCP?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Fintable MCP need an API key?
Yes. The registry entry asks for FINTABLE_COOKIES, FINTABLE_SESSION_COOKIE.
Is Fintable MCP maintained?
The last commit was 59 days ago (2026-09-06). The latest release is v0.1.1.
How does Fintable MCP compare with other MCP servers?
safety score 83/100 (higher than 65% of 48,255 servers); tools 12 (the typical server has 7); tools that change things 50% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.