Finance Intelligence MCP server

Finance Intelligence MCP Server

<!-- mcp-name: io.github.Ronit-019/finance-intelligence-mcp -->

Finance Intelligence MCP is a production-ready Model Context Protocol (MCP) server that enables AI assistants (like Claude, Cursor, and others) to securely manage and analyze personal finances through natural language.

Released under the MIT License and designed to be extended with additional finance tools.

🔍 Overview

Unlike standard cloud-based personal finance apps, Finance Intelligence MCP keeps all financial data under your absolute control.

• No Accounts / Subscriptions: Direct connection to your private database with zero SaaS dependencies.
• Zero Telemetry: Your financial logs never go to external analytic APIs.
• Full AI Context: Your AI assistant can query history, check budget status, make charts, and answer financial questions instantly.

🛠️ Architecture

┌────────────────────────────────┐
   │           MCP Client           │
   │  (Claude Desktop, Cursor, etc) │
   └───────────────┬────────────────┘
                   │
                   │ (STDIO Transport Protocol)
                   ▼
   ┌────────────────────────────────┐
   │  Finance Intelligence Server   │
   │           (Local)              │
   └───────────────┬────────────────┘
                   │
                   │ (Direct SQL Pool Connection)
                   ▼
   ┌────────────────────────────────┐
   │       PostgreSQL Database      │
   │ (Supabase, Local, RDS, etc)    │
   └────────────────────────────────┘

✨ Features

• Expense Operations: Create, view, edit, and bulk-delete expense entries.
• Multi-level Budgeting: Set limits for overall spending, specific category thresholds, or down to nested subcategory targets.
• Analytics Breakdowns: Aggregate expenses by category, subcategory, notes, or dates over weekly/monthly/yearly time blocks.
• Visual Charts: Exposes tools that generate Matplotlib line/bar charts of historical spending automatically.
• Excel Spreadsheet Export: Truncates long list responses and generates download-ready Excel spreadsheets for massive datasets.
• Financial Health Scoring: Calculates a deterministic financial health score grade based on 6 core personal finance KPIs.

⚙️ Requirements & Compatibility

• Transport: stdio
• Supported Platforms:
• Windows
• macOS
• Linux
• Python Compatibility: Python 3.10, 3.11, and 3.12 (Tested)
• Database: PostgreSQL 12+ (e.g. Supabase, RDS, or local Postgres)
• Supported Clients:
• Claude Desktop
• Cursor
• Compatible with any MCP client supporting stdio.

💾 Installation & Setup

1. Quick Setup (Shortcut)

If you have uv installed, get started in 2 lines:

git clone https://github.com/Ronit-019/Finance-Intelligence-MCP.git
cd Finance-Intelligence-MCP
uv sync

2. Detailed Installation

Shortened. The full README is on GitHub.