Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
A remote MCP server for personal finance - log expenses by talking, snap receipt photos, import whole bank statements, and get budgets, trends and net worth computed for you, in any currency.
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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 |
|---|---|
| log_expense | Record one purchase, bill or receipt (negative amount = refund) |
| log_income | Record income: salary, invoice, refund, interest |
| log_transfer | Move money between accounts, cross-currency supported; never counts as spending |
| log_balance | Anchor an account's balance at a date; later flows compute from the snapshot |
| import_transactions | Bulk statement import (up to 500 rows/call): dedup by bank reference or derived key, twin merge, reconciliation check |
| create_account | Create a bank / card / cash / investment account with currency and personal/business entity |
| update_account | Rename an account or change its type, entity or main currency |
| delete_account | Delete one money account (with its transactions after explicit confirmation) |
| merge_accounts | Fold one account into another: move rows, de-duplicate both sides, rewrite transfers |
| get_accounts | All accounts with balances and net worth, converted to base currency |
| get_summary | Period totals by category, merchant or month; expense or income breakdown, category drill-down and exclusions |
| get_transactions | List and filter raw transactions |
| get_trends | Month-over-month spending trends and deltas |
| set_budget | Monthly cap per category or overall |
| Variable | Description | Required |
|---|---|---|
| BASE_URL | Endpoint or connection string the server talks to. | Yes |
| DATABASE_URL | Endpoint or connection string the server talks to. | Yes |
| GOOGLE_CLIENT_ID | Configuration value read at startup. | Optional |
| GOOGLE_CLIENT_SECRET | Credential the server authenticates with. | Yes |
| RESEND_API_KEY | Credential the server authenticates with. | Yes |
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