Aggregate

Name: Aggregate
Author: Izzy-Gottz

by Izzy-Gottzversion 0.1.3i★ –iComputer or cloud

Registry namefinance.aggregate/aggregate

Install

Overview

Description from the maker (original English)

Finance MCP server for your banks, cards, books and payroll. Records money, never moves it.

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 checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

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: Computer or cloud
Transport: stdio, Streamable HTTP
Category: Accounting, finance & tax
You need to fill in: AGFN_KEY

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
You fill in yourself: AGFN_KEY

Values marked secret are keys to your account. Never share them or paste them into a chat.

You need

Runs in the cloudNothing to install; it connects over the internet
npmNode.js installed (for the npx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

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://app.aggregate.finance/mcp

Or run it on your computer

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "aggregate": {
      "command": "npx",
      "args": [
        "-y",
        "aggregate-finance",
        "mcp",
        "--url",
        "https://app.aggregate.finance/mcp"
      ],
      "env": {
        "AGFN_KEY": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add --transport http aggregate https://app.aggregate.finance/mcp

Or run it on your computer

claude mcp add aggregate --env AGFN_KEY=your-value -- npx -y aggregate-finance mcp --url https://app.aggregate.finance/mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "aggregate": {
      "url": "https://app.aggregate.finance/mcp"
    }
  }
}

Or run it on your computer

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "aggregate": {
      "command": "npx",
      "args": [
        "-y",
        "aggregate-finance",
        "mcp",
        "--url",
        "https://app.aggregate.finance/mcp"
      ],
      "env": {
        "AGFN_KEY": "your-value"
      }
    }
  }
}

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.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "aggregate": {
      "type": "http",
      "url": "https://app.aggregate.finance/mcp"
    }
  }
}

Or run it on your computer

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "aggregate": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "aggregate-finance",
        "mcp",
        "--url",
        "https://app.aggregate.finance/mcp"
      ],
      "env": {
        "AGFN_KEY": "your-value"
      }
    }
  }
}

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://app.aggregate.finance/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

AGFN_KEY secret required env
An Aggregate key (agfn_live_…): Connect your AI → Connect another AI → Create a key. Clients that support remote servers can use the remote URL with OAuth instead and need no key.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

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 6, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain aggregate.finance (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
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… 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 1721 servers in this category
Published to the registry more recently than 90% of the other 1721 servers in this category
Basic checks equal to or better than 100% of the other 1721 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 Aggregate safe?

It passed 1 of 1 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?

You need to fill in: AGFN_KEY

Does it run on my computer or in the cloud?

Either way works: install it on your computer or connect to the cloud version.

Is it still maintained?

The GitHub repo last changed –, and the latest version (0.1.3) reached the registry 4 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

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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SolidInvoice

by SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

Runs in the cloud★ 981MITUpdated 7 days ago

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Korea Tax Calculator

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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.

Ask your AI about your finances.

Aggregate is a read-only finance MCP server: an open-source double-entry ledger that connects your banks, cards, payment apps, books and payroll to your AI.

Every account, company and holding, in one link for Claude, ChatGPT or your own agents.

Reconciled to the cent, and your AI can never move money.

Website · Get started · Self-host · Safety · Docs

English · 简体中文 · 日本語 · 한국어 · Español · Português (Brasil) · Deutsch · Français

Does Aggregate see my bank password? No. You sign in to your bank through Plaid, and to each app on its own page. Aggregate gets a token, encrypted with a key kept outside the database, and only ever uses it to read. Does my data train AI models? No. Aggregate never uses your data to train models and doesn’t let anyone else. What your AI reads is covered by your AI provider’s own policy. Can it move money? Never. There’s no tool and no connection that can pay, transfer or pay a bill. It emails someone else only when you send an invite. How does it count cash, burn and runway? The same way every time. Aggregate computes each figure from one written definition , not your AI, and says “unknown” instead of guessing. What doesn’t it do yet? Crypto, banks outside the US (upload statements instead), cash sales in Square, and more. Each is on Known limits , with what happens instead.

Who it’s for


Founders	Several companies side by side, and what each one owes you
Businesses	Banks, cards, payments, invoices, bills and payroll in one ledger
Investors	Your holdings, and the stakes you hold in companies
Individuals	Just your own accounts, cards and cash, in a private space

What you can ask

Once it’s connected, just ask:

*“How much cash do we have across all our companies, and how many months of runway?”*

*“Which invoices are overdue, and who owes us the most?”*

*“How are my investments doing?”*

*“How much is in my personal accounts right now?”*

*“I paid a contractor $500 in cash for Harbor Coffee. Add it.”*

*“What does each company owe me personally?”*

Get started

	Hosted (about 2 minutes)	Self-host (about 10 minutes)
Where it runs	app.aggregate.finance	Your machine or server, with Docker or Node
Connections	Set up for you	Bring your own provider keys, or upload statements
Backups and updates	Done for you	Yours
Cost	Free during early access	Free (AGPL-3.0)
Start	Sign up, then connect your AI below	Run it yourself

Connect your AI

One line for each AI:

AI	How
Claude Code	`claude mcp add --transport http agfn https://app.aggregate.finance/mcp`
Cursor, VS Code, Windsurf, Claude Code	`npx aggregate-finance setup` (shows what it would change; add `--yes` to write it)
Cursor	One click:
Claude	Settings → Connectors → Add custom connector → paste the link below
ChatGPT	Add it as a connector and paste the link below

Or copy the link into any AI that supports MCP:

https://app.aggregate.finance/mcp

You sign in, then choose exactly what that AI can see in one plain sentence. Running your own server? Use https:// /mcp instead.

Agent skill. Teach your agent when to use these tools, the fixed definitions behind cash, burn and runway, and to stay read-only unless you ask (skills/aggregate/SKILL.md):

npx skills add Izzy-Gottz/aggregate-finance

Bots and scripts that can’t sign in

Create a key in Connect your AI → Connect another AI → A bot or script. Keys look like agfn_live_…, are shown once and always expire. Send it as a header:

curl -H "Authorization: Bearer $AGFN_KEY" https://app.aggregate.finance/v1/overview

Or bridge it to a local MCP client over stdio:

AGFN_KEY=agfn_live_… npx aggregate-finance mcp --url https://app.aggregate.finance/mcp

The same tools are available as a REST API, described at /v1/openapi.json.

What it connects


Banks and cards	Any bank or card through Plaid or SimpleFIN Bridge, plus Mercury, Brex, Ramp and Wise directly
Payments	Stripe (multiple accounts), Square, Shopify, Paddle, App Store, Google Play · PayPal, Lemon Squeezy and Polar when you self-host (coming soon on hosted)
Accounting	QuickBooks, Xero, BILL (bills and payables)
Payroll	Deel, and payroll from Gusto, Justworks and others spotted in your bank data
Cap table	Built in. Imports Pulley’s cap-table export (Pulley shuts down Dec 8, 2026; the import stays for teams moving off it), Carta and Mantle OCX (.xlsx), CSV ledgers and Open Cap Table Format
Investments	Wefunder portfolios (for investors)
Everything else	Statements (CSV, OFX, QFX, QBO), PDFs and photos of receipts, bills sent by email, or just tell your AI
Coming soon	Finch and Rippling: built, and being tested with real accounts

Aggregate only ever reads from your providers and has no way to move money. On hosted, Stripe and Square access is read-only at the source too. QuickBooks, BILL, Lemon Squeezy and Expensify don't offer read-only access, so what they grant could do more than read; Aggregate only reads from all four. Every company you own lives side by side, plus a private Personal space.

[!NOTE]

Aggregate is early. On hosted, Stripe has been on the Stripe App Marketplace since 2026-10-26 and Shopify on the

Shopify App Store since 2026-10-22. Xero connects up to 5 organizations on hosted until Xero certifies

the app. The other

connectors are built to each provider’s documentation and are being verified with real accounts. Issues and fixes

are very welcome.

How it compares

	Aggregate	One provider’s own MCP server	Personal finance app with AI
Several sources in one place (banks, payments, accounting, payroll, cap table)	✓	One provider	Banks and cards
Several companies side by side, plus personal	✓	One account	Personal
One double-entry ledger, transfers and payouts counted once	✓	—	Varies
Works with any AI that speaks MCP	✓	✓	Usually their own AI
Open source, self-hostable	✓ (AGPL-3.0)	Varies	Rarely
Can move money	Never	Some can	Varies

We also measured it. On our benchmark (100 questions about one made-up company, one model), answers through Aggregate were 100/100 correct. The same model reading tidy exported files with Python got 98/100 and cost less ($0.17 against $0.41). Read the caveats there before quoting it: a two-question gap is within run-to-run noise, Aggregate's tools were tuned on these same questions, and real exports are messier than the ones tested.

Safety

Money is the one place an AI can’t be sloppy, so control is the core of the product, not an add-on.

Your AI can never move money. No payments, no bills paid, no invoices or emails sent. Ever.
Each AI gets its own permission, written as a sentence you can read: which companies, which kinds of data, read only or read and add, and when it expires. Checked on every single request.
Everything is logged and undoable. Every question an AI asks and every record it adds, labeled with who added it. Undo for 30 days, or turn on review so AI changes wait for you. Pause or revoke any AI in one click.
Your secrets stay encrypted. Provider tokens are encrypted with a key kept outside the database (KMS and 1Password supported). Bank logins go through Plaid and are never seen by Aggregate.
Built for prompt injection. Text from documents and memos is treated as untrusted, and a red-team suite of injection attacks runs on every change.
Passkeys (or a code sent by email) are required again before connecting accounts or giving an AI more access.

Read the threat model and security policy.

Run it yourself

Everything is open source, including every hosted feature. Self-hosting needs Node 22.18+ or Docker.

git clone ht

Only the beginning is shown; read the rest in the repo

Aggregate

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Or run it on your computer

Or run it on your computer

Or run it on your computer

Or run it on your computer

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

Who it’s for

What you can ask

Get started

Connect your AI

What it connects

How it compares

Safety

Run it yourself