Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computer or cloud
Worthbase
Overview
Description from the maker (original English)
Household net worth and portfolio tracker your AI keeps: priced daily, previewed and undoable.
PopNx MCP’s three pillars
These three are never merged into one score: opinions, measurements and popularity are different things.
- User voiceiNo reviews yetReviews open together with accounts in a later step
- Our basic checksi3 of 3 passedChecked from public information; code not scanned yet
- UsageiVery new★ –
What you can do with it
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
- Connection: Runs in the cloud
- Transport: Streamable HTTP
- Category: Accounting, finance & tax
Install
Pick the AI app you use, then copy the settings.
Before you install
- Basic checks: 3 of 3 passed
- Runs on the maker’s server: what you ask it goes through their server.
- The registry lists no key to fill in.
You need
- Runs in the cloudNothing to install; it connects over the internet
Which app do you use?
Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
- Open Settings → Connectors
- Press Add custom connector
- Paste the address below and press Add
- If it asks you to sign in, sign in with the maker
https://worthbase.app/mcpRun this in your terminal
claude mcp add --transport http worthbase https://worthbase.app/mcpOr copy the settings yourself
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"worthbase": {
"url": "https://worthbase.app/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Or copy the settings yourself
Paste into .vscode/mcp.json in your project
{
"servers": {
"worthbase": {
"type": "http",
"url": "https://worthbase.app/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
- Open ChatGPT on the web → Settings → Connectors (Apps)
- Press Create or Add (some plans need Developer mode under Advanced first)
- Paste the address below, give it a name and save
- If it asks you to sign in, sign in with the maker
https://worthbase.app/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
What it can do
The server asks you to sign in before it lists its tools.
Basic checksi
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 9, 2026
- ✓ Pass
Maker matches the repo
The registry name was verified against the domain worthbase.app (the registry checks domain ownership)
- … Not checked yet
Still maintained
We have not read this repo from GitHub yet
- … Not checked yet
Has a licence
We have not read this repo from GitHub yet
- ✓ Pass
Endpoint responds
Responded in 263 ms (HTTP 401)
- ✓ Pass
Sign-in with OAuth
Declares OAuth sign-in, so your AI app can take you to log in
- … Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint
Compared with others in Accounting, finance & taxi
- More stars than 0% of the other 2960 servers in this category
- Published to the registry more recently than 76% of the other 2960 servers in this category
- Basic checks equal to or better than 100% of the other 2960 servers in this category
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
Common questions
Is Worthbase safe?
It passed 3 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
What keys or codes does it need?
The registry does not list a required key, though some servers ask you to sign in on first use.
Does it run on my computer or in the cloud?
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
Is it still maintained?
The GitHub repo last changed –, and the latest version (1.0.1) reached the registry 9 days ago.
Which apps can use it?
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
What can I use instead?
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternatives
Servers in the same category from other makers, sorted by stars.
Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Runs in the cloud✓ solidinvoice.co
Korea Tax Calculator
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Runs on your computer
README from the maker
Open the README
Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.
Worthbase MCP server
Your household's net worth in any AI assistant. Connect Worthbase to Claude, ChatGPT, Cursor, Raycast or any app that speaks the Model Context Protocol, and keep everything your household owns and owes: shares and ETFs, crypto, gold and silver, retirement accounts, property, cash and loans, in any currency and owned by people, trusts or companies. Hand your AI a broker export or a statement to record, and ask what you're worth, how your investments did, or what selling would make.
https://worthbase.app/mcpA hosted, remote server (Streamable HTTP). There's nothing to install and no API key: the first time a tool is used you sign in to your own Worthbase account in the browser and approve the connection.
This repository holds connection instructions and configuration only. The Worthbase service and
its server code are not here.
Try asking
- "What's our net worth, and how has it changed this year?"
- "Here's my broker's transaction export. Import it, owned 100% by me, and show me the preview first."
- "How did my shares do over the last three years, as an annual return?"
- "What would selling half my ETF holding make, and which lots would it use?"
- "Which of our values are out of date?"
- "Show my Worthbase dashboard."
Every write is previewed first and saved only when you approve it. Every change is audited and can be undone. Worthbase calculates every figure with exact decimals, and your AI quotes them rather than doing the maths itself.
Connect it
| App | How |
|---|---|
| ChatGPT | Listed in ChatGPT's plugin directory: install the Worthbase plugin, or search for Worthbase under Plugins. |
| Claude | Settings → Connectors → Add custom connector, named Worthbase, with the URL above. Works on the web, desktop and mobile. |
| Claude Code | claude mcp add --transport http worthbase https://worthbase.app/mcp, then /mcp → worthbase → Authenticate. |
| Cursor | Settings → MCP → Add new MCP server, or add mcp.json from this repo to ~/.cursor/mcp.json. |
| VS Code | Command palette → *MCP: Add Server* → HTTP → https://worthbase.app/mcp |
| Gemini CLI | gemini extensions install https://github.com/sanjaybhagia/worthbase-mcp |
| Raycast | In the *Model Context Protocol Registry* extension, under official servers. |
| Anything else | Point it at https://worthbase.app/mcp; for stdio-only apps use npx -y mcp-remote https://worthbase.app/mcp (see llms-install.md). |
Step-by-step guides for each app: [worthbase.app/setup](https://worthbase.app/setup/).
Tools
Reading:
| Tool | What it returns |
|---|---|
whoami | The signed-in user, their workspaces and roles, and invites waiting for them. |
get_overview | Parties, accounts, the net worth headline, stale items, reconciliation mismatches and recent batches. |
get_net_worth | Assets, liabilities and net worth on a date, by class, party, account or item. |
get_history | Net worth at each month, quarter or year end, with the change over the period. |
list_items | Assets and liabilities with owners and current position: units, price, value, cost base, unrealised gain. |
get_item | One item in full: position, owners, transactions, valuations, open lots and reconciliations. |
get_performance | Money in and out, income, gain, simple return and annual return (XIRR), per item and in total. |
get_debt_report | Every loan with balance, security and offsets, and each property's equity and loan-to-value. |
get_goals | Goals with progress, trend, projected date and whether they're on pace. |
get_losses | Tracked losses carried forward, per party. |
simulate_sale | What selling a holding or property would do: proceeds, lots used, gain or loss per party. Never writes. |
list_batches | Recent writes, with source document and status, for review or undo. |
search_instruments | Find a listed security or crypto coin by name or code. |
Writing (previewed, audited and undoable):
| Tool | What it does |
|---|---|
record | The main write: accounts, items, transactions, transfers, valuations, prices and reconciliation checks. Previews by default. |
commit | Saves a previewed batch. |
undo | Reverses a committed batch; refuses if the ledger would become inconsistent. |
show_dashboard | Net worth at a glance as an interactive dashboard (Claude and ChatGPT render it). |
update_values | A form for new values of property, super, cash and loans. |
reconcile | Checks a statement figure against the calculated one and records match or mismatch. |
update_item, set_owners, link_items, archive_item, void | Correct an item, its ownership split, its links (loan to property, offset to loan), or remove records. |
set_goal, set_loss | Net worth and debt goals; tracked losses. |
refresh_prices | Fetches the latest prices in the background. Prices also refresh daily. |
save_workspace, save_party, save_account | Workspaces, owners (individuals, companies, trusts, SMSFs, partnerships) and accounts. |
Every tool has annotations (read-only or destructive). Worthbase has no bank or broker logins, never moves money or places trades, doesn't calculate tax, and isn't financial advice.
Plans
One plan: US$3.99 a month with a 7-day free trial, or US$49 once for lifetime access. Every party type and any number of workspaces. Invited household members join free. See worthbase.app/pricing.
Auth details
- OAuth 2.1, PKCE (S256), public clients, through Clerk (
https://clerk.worthbase.app) - Client ID metadata documents and dynamic client registration
- Discovery:
https://worthbase.app/.well-known/oauth-protected-resource/mcp, from the 401 an unauthenticated request returns - Official MCP Registry name:
app.worthbase/worthbase(server.json)
Links
worthbase.app · Setup guide · Developers · Security · Privacy · Terms · support@worthbase.app
Made in Sydney by Arigato Consulting Pty Ltd. The files in this repository are MIT licensed; see LICENSE.