Personal finance assistant — track transactions, budgets, net worth via Plaid
Connect Money to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Personal finance assistant — track transactions, budgets, net worth via Plaid. The money mcp server is what makes that connection.
Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
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.
The toolset is worth reading before you wire it up, because it tells you what the integration is really for:
whoami — Get authenticated user infoschema — Get database table/column detailsquery — Execute read-only SQL queries on your financial datamutate — Create, update, or delete budgets, goals, reminders, and other entitiessync — Refresh latest data from connected bank accounts via PlaidSetup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client.
Plenty of database access servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Money's toolset — whoami, schema, query and 2 more — is a fair guide to whether it matches your workflow. It is maintained by Parsons-ai; worth a glance at recent repository activity before you build anything load-bearing on it.
We check each listing at SyncDev against the project's documentation before it goes live — if something here drifts out of date, it is a bug worth reporting.
| Tool | What it does |
|---|---|
| whoami | Get authenticated user info |
| schema | Get database table/column details |
| query | Execute read-only SQL queries on your financial data |
| mutate | Create, update, or delete budgets, goals, reminders, and other entities |
| sync | Refresh latest data from connected bank accounts via Plaid |
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