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Money

by io.github.Parsons-ai

Personal finance assistant — track transactions, budgets, net worth via Plaid

Power your agent

Add this server

The publisher's own URL. Not a PlugMCP endpoint.

Server URL
https://money.parsons.ai/api/mcp
Provider
Add in Claude

Claude opens with the name and URL filled in. You still confirm it there.

Claude Code
claude mcp add --transport http io.github.parsons-ai-money https://money.parsons.ai/api/mcp

Run in a terminal.

Claude Desktop
{
  "mcpServers": {
    "io.github.parsons-ai-money": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://money.parsons.ai/api/mcp"
      ]
    }
  }
}

claude_desktop_config.json

Step-by-step: add this in Claude

Remote URL or a command on your machine? How the two installs differ

Run on PlugMCP

Host a copy with our keys and logs.

A new server you create. It is not this listing's official endpoint. Use the publisher install when you want their URL and their credentials.

Launch

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Questions

How do I install Money?
Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does Money need an API key?
No required environment variable is listed on this record.
What transport does Money use?
Money is reached over HTTP.
When was Money last checked?
Last checked 2026-10-16. Personal finance assistant — track transactions, budgets, net worth via Plaid

Personal finance assistant — track transactions, budgets, net worth via Plaid

Money MCP Server

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

Server URL

https://money.parsons.ai/api/mcp

Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)

Tools

ToolDescriptionType
whoamiGet authenticated user infoRead
schemaGet database table/column detailsRead
queryExecute read-only SQL queries on your financial dataRead
mutateCreate, update, or delete budgets, goals, reminders, and other entitiesWrite
syncRefresh latest data from connected bank accounts via PlaidWrite

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: [email protected]

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.

How do I install Money?
Copy the http config for Cursor, Claude Desktop, Claude Code, or VS Code on this page. It uses the publisher's install, not a PlugMCP proxy.
Does Money need an API key?
No required environment variable is listed on this record.
What transport does Money use?
Money is reached over HTTP.
When was Money last checked?
Last checked 2026-10-16. Personal finance assistant — track transactions, budgets, net worth via Plaid

No tool list yet. Remote servers get one after the first health check.

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