Money MCP Server
Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
Server URL
https://money.parsons.ai/api/mcpTransport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)
Tools
| Tool | Description | Type | |------|-------------|------| | whoami | Get authenticated user info | Read | | schema | Get database table/column details | Read | | query | Execute read-only SQL queries on your financial data | Read | | mutate | Create, update, or delete budgets, goals, reminders, and other entities | Write | | sync | Refresh latest data from connected bank accounts via Plaid | Write |
What You Can Do
- "What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
- "Show my top spending categories this month" — Analyze transactions by category
- "Create a grocery budget for $500/month" — Create budgets, goals, and reminders
- "Sync my latest transactions" — Pull fresh data from your connected banks
- "Compare dining spending: January vs December" — Comparative analysis across time periods
How to Connect
Claude.ai / Claude Desktop
Add as a connector using the server URL above. OAuth will guide you through sign-in.
Any MCP Client
Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.
Links
- Website: https://money.parsons.ai
- Privacy Policy: https://money.parsons.ai/privacy
- Terms of Service: https://money.parsons.ai/terms
- Support: support@parsons.ai
About
Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.
Built by Parsons.AI.
