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Ledgr MCP server

by KenTaniguchi-R·io.github.KenTaniguchi-R/ledgr·v0.3.4·18 stars
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Self-hosted personal finance app with bank sync, budgets, net worth and investment tracking

B73/100grade B
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Safety scan
B73/100

full report

Adoption
Growing

18 stars

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

Ledgr tools

No tool declarations could be read from the package source. They show once the server is installed.

Public scan report

scanner v0.1.10 · 2026-10-09 · same rubric, same numbers if you re-run it

no findings
  • –Code scanpackage could not be scannedn/a
  • –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 1 days ago15/15
  • Maintainer identityregistry namespace matches repository owner; GitHub account older than a year8/10
Overall 73/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Ledgr compares

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

Safety score
73/100
higher than 45% of 1,761 Finance servers
GitHub stars
18
more than 90% of 946 Finance servers

Install Ledgr in Claude Code, Cursor or VS Code

claude mcp add ledgr -- docker run -i --rm ghcr.io/kentaniguchi-r/ledgr:0.3.4
Add to Cursor

What the publisher says

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

Ledgr

Self-hostable personal finance app with automatic bank sync and AI agent support.

Ledgr connects to your bank accounts through Plaid or SimpleFIN, automatically syncs and categorizes transactions, and gives you budgets, investment tracking, bill detection, and financial reports — all running on your own server with your own data.

It also exposes an MCP server, so AI assistants like Claude can query your finances through natural conversation.

You: "How much did I spend on dining out last month?"
Claude: Based on your transactions, you spent $342.18 on dining out in April...

Querying your finances from Claude Code via MCP

Features

  • Automatic bank sync — connect 12,000+ banks via Plaid (real-time webhook sync or scheduled polling), or via SimpleFIN if you'd rather not use a Plaid developer account
  • Smart categorization — four-tier pipeline: your rules > merchant defaults > Plaid categories > AI fallback
  • Budgets — set monthly budgets by category, track progress in real time
  • Investment tracking — portfolio holdings, performance history, and allocation breakdowns, synced automatically from Plaid or SimpleFIN
  • Recurring bill detection — automatically identifies subscriptions and recurring charges
  • Financial reports — spending, income, net worth, and category trends over time
  • AI agent interface (MCP) — query your finances from Claude Code, Claude Desktop, Cursor, or any MCP client
  • In-app AI chat — ask questions about your finances right from the dashboard
  • BYOK AI — bring your own API key (OpenAI, Anthropic, Google, or local models) for chat and categorization
  • CSV/OFX/QFX import & CSV export — for accounts not supported by Plaid, and for getting your data out
  • Self-hosted — Docker Compose with PostgreSQL, your data never leaves your server

Monthly budgets by category, tracked against real spending Spending, income, cash flow, trends, and net worth reports

Quick Start

Requires Docker and Docker Compose.

curl -fsSL https://raw.githubusercontent.com/KenTaniguchi-R/ledgr/main/scripts/install.sh | sh

This creates a ledgr/ directory, downloads docker-compose.yml, and starts the app.

Prefer to see the steps first?

mkdir ledgr && cd ledgr
curl -O https://raw.githubusercontent.com/KenTaniguchi-R/ledgr/main/docker-compose.yml
docker compose up -d

Visit http://localhost:4200, create an account, and start exploring.

Shortened. The full README is on GitHub.

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

Ledgr: common questions

Is Ledgr MCP server safe?
Mostly: it is graded B (73/100). Read the Ledgr safety report
How do I install Ledgr?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Ledgr need an API key?
Yes. The registry entry asks for DATABASE_URL.
Is Ledgr maintained?
The last commit was 26 days ago (2026-10-09). The latest release is v0.3.4.
What can I use instead of Ledgr?
Servers from other publishers that do the same job: BankMCP™ MCP server, MoneyMatter MCP server and Beancount.io MCP server. Compare all Ledgr alternatives.
How does Ledgr compare with other Finance MCP servers?
safety score 73/100 (higher than 45% of 1,761 Finance servers); github stars 18 (more than 90% of 946 Finance servers). Full comparison.

Alternatives to Ledgr

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

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