Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlRun this in your terminal
claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"banking-assistant": {
"url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
}
}
}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.
Paste into .vscode/mcp.json in your project
{
"servers": {
"banking-assistant": {
"type": "http",
"url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
}
}
}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:
https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlMenu names can differ slightly by plan and over time.
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These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
We have not read this server’s tool list yet; we check endpoints in rotation.
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 7, 2026
The registry name was verified against the domain metabind.ai (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Not checked yet; we check endpoints in rotation
Not checked yet; we check endpoints in rotation
Not checked yet; we read the tool list when we check the endpoint
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
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.
The registry does not list a required key, though some servers ask you to sign in on first use.
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.
The GitHub repo last changed –, and the latest version (0.0.17) reached the registry 40 days ago.
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.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
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.
A personal-finance assistant with no chat transcript. The app asks one question on launch and uses the rendered answer as its home screen; every follow-up opens on a purpose-built surface. The same assistant runs natively on iOS and Android from one MCP App definition.
https://github.com/user-attachments/assets/9a840b88-dc88-4ab4-927e-0a8dc651dbe3
*The Finance demo, running in the iOS app.*
Metabind builds agents that answer in your product's own UI, not in a chat window: interactive interfaces that take customers straight to what they came for, in the brand they already know. It's built from the UI, design system, and APIs the app already has. No rewrite. It's governed, rendering only components you've approved, enforced on every render. And it's hosted: you define the tools, we run the server. The same agent runs inside your own iOS, Android, and web apps, and across Claude, ChatGPT, and every MCP host, on the open MCP standard.
This demo shows the inside-your-own-app half, rendered as real native SwiftUI and Jetpack Compose through the Assistant SDK.
[Start free at metabind.ai](https://metabind.ai) · [Read the docs](https://docs.metabind.ai)
Finance is a deliberately transcript-free assistant. One question is asked on launch — *"Where did my money go this month?"* — and its rendered MCP result *is* the home screen. Later questions come from a pill rail at the bottom and open in sheets. Each turn is routed to a purpose-built surface instead of scrolling by in a message list.
It's the opposite shape to the Retail demo, where the conversation itself is the product. Same SDKs, two shapes — read both before deciding which one your product is.
Working through this README end to end, you get:
All financial data is synthetic. Nothing here connects to a real bank, reads a secret, or calls an external host.
| Directory | Contents |
|---|---|
apple/ | iOS app on MetabindAI (MetabindAssistant), SDK pinned by release tag |
android/ | Android app on metabindai-android (MetabindAssistant), SDK pinned in the version catalog |
mcp/ | The Finance MCP project: BindJS components, tools, and the synthetic feed |
metabind CLI, 0.9.0 or newer: brew install metabindai/tap/metabind
metabind --version
Run these from this directory (finance/).
metabind auth login
metabind org list metabind use --clear metabind use --org
use --clear matters if you have used the CLI before. install in step 3 creates a project only when none is bound, and installs into the bound one otherwise — after the Retail demo, for instance. Setting the org alone does not release a project bound earlier; metabind status shows the active scope.
metabind inspect --dir mcp
Finance declares no secrets and no outbound calls — inspect is how you confirm that from the tree itself.
metabind install --dir mcp --name "Banking Assistant" --yes
install mints fresh ids for everything it creates, records where the tree came from, and creates drafts only — nothing serves traffic until you publish. Copy the project id it prints.
metabind use --project <project-id>
echo $ANTHROPIC_API_KEY | metabind agent set --provider anthropic --api-key-stdin
metabind publish
metabind api-key create --name "Banking Assistant"
Copy the value now — it is shown once, at creation. One Metabind API key authenticates both the Agent proxy and the MCP server.
install creates the components and tools; the settings in mcp/metabind.jsonc — the MCP instructions and the agent system prompt — are applied by push: metabind asset upload mcp/assets/files/project-thumbnail.png
metabind sync repair --out mcp --org --project metabind push --out mcp metabind project get metabind project update \ --data '{"settings":{"thumbnailUrl":" "}}' metabind publish
push rewrites the tool drafts, so publish once more to release them.
The project get is not decoration. project update refuses to write an entity the CLI has not read recently, so that it can tell the project hasn't moved underneath you:
CONFLICT: Refusing project update <project-id>: no recent read recorded.
A project you just installed has never been read, so the first update trips this without it.
Set thumbnailUrl after pushing, not before: project update replaces nested settings objects rather than merging them, so writing settings.mcp here would drop the instructions push just applied.
[!NOTE]
Configure the clients with the org and project ids that
installprinted —
the stable internal ids, not the organization slug.
cd apple
cp Config/Local.xcconfig.example Config/Local.xcconfig
FINANCE_DEMO_ORG_ID = your_stable_internal_org_id
FINANCE_DEMO_PROJECT_ID = your_project_id
Leave FINANCE_DEMO_API_KEY empty — you'll enter the key on first launch. FINANCE_DEMO_BUNDLE_ID and DEVELOPMENT_TEAM matter only for signed device builds.
open MetabindFinanceDemo.xcodeproj
For signing, Xcode Cloud, TestFlight, and how the integration works, see the iOS app's README.
GITHUB_ACTOR / GITHUB_TOKEN) or in ~/.gradle/gradle.properties: gpr.user=your-github-username
gpr.key=your-github-token
cd android
cp local.properties.example local.properties
androidx.javascriptengine): ./gradlew :app:installDebug
adb shell am start -n ai.metabind.finance.demo/.MainActivity
For the Compose architecture and the deliberate divergences from the iOS app, see the Android app's README.
Apache 2.0. See LICENSE and NOTICE at the repository root; apple/, android/, and mcp/ carry their own copies because they are meant to be copied out as starters.