An unofficial MCP (Model Context Protocol) server for [fintable.io](https://fintable.io), enabling AI assistants like Claude to manage your financial
An unofficial MCP (Model Context Protocol) server for fintable.io, enabling AI assistants like Claude to manage your financial categories
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Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| fintable_list_accounts | List all connected bank accounts with balances |
| fintable_list_categories | List all transaction categories |
| fintable_list_rules | List categorization rules (with pagination) |
| fintable_list_transactions | List/search transactions with optional filtering |
| fintable_create_category | Create a single category |
| fintable_create_bulk_categories | Create up to 50 categories at once |
| fintable_create_rule | Create a categorization rule |
| fintable_create_bulk_rules | Create multiple rules at once |
| fintable_run_all_rules | Execute all rules on uncategorized transactions |
| fintable_delete_rule | Delete a categorization rule |
| fintable_sync_accounts | Trigger bank account sync via Plaid |
| fintable_resync_spreadsheets | Push updates to Airtable/Google Sheets |
{
"mcpServers": {
"fintable": {
"command": "python",
"args": [
"/absolute/path/to/fintable-mcp/fintable_mcp.py"
]
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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