Finance Intelligence MCP

Name: Finance Intelligence MCP
Author: Ronit-019

by Ronit-019version 1.0.0i★ –iRuns on your computer

Registry nameio.github.Ronit-019/finance-intelligence-mcp

Install

Overview

Description from the maker (original English)

Personal finance MCP server with budgeting, analytics, and PostgreSQL.

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
UsageiVery new↓ 24/wk · ★ –

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 on your computer
Transport: stdio
Category: Accounting, finance & tax
You need to fill in: DATABASE_URL

Install

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

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: DATABASE_URL

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

You need

PyPIPython’s uv installed (for the uvx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

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

{
  "mcpServers": {
    "finance-intelligence": {
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add finance-intelligence --env DATABASE_URL=your-value -- uvx finance-intelligence-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": {
    "finance-intelligence": {
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "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": {
    "finance-intelligence": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "finance-intelligence-mcp"
      ],
      "env": {
        "DATABASE_URL": "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.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

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

Values you fill in

DATABASE_URL secret required env
PostgreSQL connection string.

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

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

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 8, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account Ronit-019, which owns the repo
… 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 applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 2932 servers in this category
Published to the registry more recently than 17% of the other 2932 servers in this category
Basic checks equal to or better than 100% of the other 2932 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 Finance Intelligence MCP 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: DATABASE_URL

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 4 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Python (uv) on your computer.

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

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500+ transparent financial methods calculated from raw statements, not third-party endpoints.

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Korea Tax Calculator

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

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Install

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.

Finance Intelligence MCP Server

Finance Intelligence MCP is a production-ready Model Context Protocol (MCP) server that enables AI assistants (like Claude, Cursor, and others) to securely manage and analyze personal finances through natural language.

Released under the MIT License and designed to be extended with additional finance tools.

🔍 Overview

Unlike standard cloud-based personal finance apps, Finance Intelligence MCP keeps all financial data under your absolute control.

No Accounts / Subscriptions: Direct connection to your private database with zero SaaS dependencies.
Zero Telemetry: Your financial logs never go to external analytic APIs.
Full AI Context: Your AI assistant can query history, check budget status, make charts, and answer financial questions instantly.

🛠️ Architecture

   ┌────────────────────────────────┐

│ MCP Client │ │ (Claude Desktop, Cursor, etc) │ └───────────────┬────────────────┘ │ │ (STDIO Transport Protocol) ▼ ┌────────────────────────────────┐ │ Finance Intelligence Server │ │ (Local) │ └───────────────┬────────────────┘ │ │ (Direct SQL Pool Connection) ▼ ┌────────────────────────────────┐ │ PostgreSQL Database │ │ (Supabase, Local, RDS, etc) │ └────────────────────────────────┘

✨ Features

Expense Operations: Create, view, edit, and bulk-delete expense entries.
Multi-level Budgeting: Set limits for overall spending, specific category thresholds, or down to nested subcategory targets.
Analytics Breakdowns: Aggregate expenses by category, subcategory, notes, or dates over weekly/monthly/yearly time blocks.
Visual Charts: Exposes tools that generate Matplotlib line/bar charts of historical spending automatically.
Excel Spreadsheet Export: Truncates long list responses and generates download-ready Excel spreadsheets for massive datasets.
Financial Health Scoring: Calculates a deterministic financial health score grade based on 6 core personal finance KPIs.

⚙️ Requirements & Compatibility

Transport: stdio
Supported Platforms:
Windows
macOS
Linux
Python Compatibility: Python 3.10, 3.11, and 3.12 (Tested)
Database: PostgreSQL 12+ (e.g. Supabase, RDS, or local Postgres)
Supported Clients:
Claude Desktop
Cursor
*Compatible with any MCP client supporting stdio.*

💾 Installation & Setup

1. Quick Setup (Shortcut)

If you have uv installed, get started in 2 lines:

git clone https://github.com/Ronit-019/Finance-Intelligence-MCP.git

cd Finance-Intelligence-MCP uv sync

2. Detailed Installation

Step A: Get a PostgreSQL Connection URL

The easiest, free option is Supabase:

Go to Supabase and create a free project.
Go to Project Settings (gear icon) > Database.
Under Connection string, select URI and copy the string.

*Example*: postgresql://postgres.[your-project-ref]:[your-password]@aws-0-us-east-1.pooler.supabase.com:5432/postgres
*(Replace [your-password] with your database password).*

Step B: Clone the Repository

Clone the codebase to a directory on your machine:

git clone https://github.com/Ronit-019/Finance-Intelligence-MCP.git

cd Finance-Intelligence-MCP

Copy the absolute path of this directory (e.g. `C:/Users/Admin/Desktop/Finance-Intelligence-MCP`).

*Note: Always use forward slashes (/) for paths in JSON configs.*

Step C: Install Dependencies

If you do not have uv installed, install from the project metadata:

pip install -e .

3. Client Integration

Claude Desktop Setup

Open your Claude configuration file (claude_desktop_config.json):

Windows: Press Win + R, paste %APPDATA%\Claude\claude_desktop_config.json and press Enter.
macOS: Paste ~/Library/Application Support/Claude/claude_desktop_config.json in Finder's Go to Folder.

Add this entry to mcpServers:

"mcpServers": { "finance-intelligence": { "command": "uv", "args": [ "--directory", "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY", "run", "python", "main.py" ], "env": { "DATABASE_URL": "REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING" } } } }

3. Save and completely **restart Claude Desktop**.

Cursor IDE Setup

Go to Settings > Features > MCP.
Click + Add New MCP Server:

Name: Finance Intelligence
Type: command
Command: bash uv --directory "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY" run python main.py

Click + Add Env Var:

Key: DATABASE_URL
Value: REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING

Click Save and refresh.

💬 Example Prompts

Once configured, try talking to your AI assistant:

*"Add ₹250 for lunch today under food."*
*"Show my spending breakdown this month."*
*"Generate an Excel report of all my expenses between May and July."*
*"Am I exceeding my monthly budget limit?"*
*"How much did I spend on dining out this week?"*
*"Calculate my monthly financial health score and give me feedback."*
*"Generate a spending chart for the last 30 days."*

🛠️ Available Tools

The server registers 12 core tools on the client:

Tool Name	Parameters	Description
`add_expense`	`date`, `amount`, `category`, `subcategory`, `note`	Inserts a new expense transaction.
`list_expenses`	`start_date`, `end_date`	Lists transactions, exports to Excel if count > 50.
`expense_breakdown`	`start_date`, `end_date`, `group_by`, `breakdown`, `category`, `subcategory`	Aggregates spending sums and counts.
`delete_expenses`	`expense_ids`, `start_date`, `end_date`, `category`, `subcategory`	Deletes expenses matching filters.
`update_expenses`	`expense_ids`, `filter_...`, `date`, `amount`, `category`, `subcategory`, `note`	Edits expense records.
`create_budget`	`budget_type`, `amount`, `period`, `start_date`, `end_date`, `category`, `subcategory`, `budgets`	Registers new spending limits.
`list_budgets`	`budget_type`, `category`, `subcategory`, `period`	Returns registered budgets.
`update_budgets`	`budget_ids`, `filter_...`, `budget_type`, `amount`, `period`, `start_date`, `end_date`, `category`, `subcategory`	Modifies active budgets.
`delete_budgets`	`budget_ids`, `start_date`, `end_date`, `budget_type`, `category`, `subcategory`, `period`	Deletes target budget limits.
`compare_budget_vs_expenses`	`reference_date`, `budget_type`, `category`, `subcategory`, `period`	Compares budget vs actual spending.
`expense_summary`	`period`, `group_by`, `category`, `subcategory`, `start_date`, `end_date`	Generates a Matplotlib line/bar chart.
`financial_health_score`	`reference_month`	Evaluates 6 key personal finance indicators.

💡 Troubleshooting

1. `uv: command not found`

If the client cannot locate uv, update your config file to run standard Python:

Ensure you ran pip install -e . inside the repository.
Update config:

"finance-intelligence": {

"command": "python", "args": [ "REPLACE_WITH_ABSOLUTE_PATH_TO_CLONED_DIRECTORY/main.py" ], "env": { "DATABASE_URL": "REPLACE_WITH_YOUR_SUPABASE_CONNECTION_STRING" } }

2. Invalid `DATABASE_URL` / PostgreSQL Connection Errors

Make sure you replaced [your-password] with your actual database password in the Supabase URI string.
Ensure there are no surrounding spaces or special characters in the URL string.
Verify your Supabase instance is active and not paused.

3. Claude Not Detecting the Server

Double check that the folder paths in claude_desktop_config.json use forward slashes (/), even on Windows.
Check the logs at %APPDATA%\Claude\logs\mcp*.log (Windows) or ~/Library/Logs/Claude/mcp*.log (macOS) to see the exact startup error.

📁 Repository Structure

├── src/                       # Helper packages

│ ├── init.py │ ├── budget.py # Budget database operations │ ├── analytics.py # Breakdown aggregations & Matplotlib routines │ └── health.py # KPIs and financial health calculator ├── main.py # FastMCP Server application ├── categories.json # Category mapping catalog ├── pyproject.toml # Dependencies ├── LICENSE # MIT License file └── README.md # This file

🤝 Contributing

Contributions, bug reports, and feature requests are welcome! Please open an issue before submitting major changes or pull requests.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

👨💻 Author

Ronit Rajput

Portfolio: https://ronitportfolio-seven.vercel.app/assistant
GitHub: https://github.com/Ronit-019
LinkedIn: https://www.linkedin.com/in/ronit-rajput/

Finance Intelligence MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

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

Finance Intelligence MCP Server

🔍 Overview

🛠️ Architecture

✨ Features

⚙️ Requirements & Compatibility

💾 Installation & Setup

1. Quick Setup (Shortcut)

2. Detailed Installation

Step A: Get a PostgreSQL Connection URL

Step B: Clone the Repository

Step C: Install Dependencies

3. Client Integration

Claude Desktop Setup

Cursor IDE Setup

💬 Example Prompts

🛠️ Available Tools

💡 Troubleshooting

1. uv: command not found

2. Invalid DATABASE_URL / PostgreSQL Connection Errors

3. Claude Not Detecting the Server

📁 Repository Structure

🤝 Contributing

📄 License

👨💻 Author

1. `uv: command not found`

2. Invalid `DATABASE_URL` / PostgreSQL Connection Errors