Financier

Name: Financier
Author: financier-sh

by financier-shversion 1.0.0i★ 0iRuns in the cloud

Registry namesh.financier/financier

Install

Overview

Description from the maker (original English)

Personal finance plan from a person's own bank data: stage, budget, categories, decisions.

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 checksi4 of 4 passedChecked from public information; code not scanned yet
UsageiVery new★ 0

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: 4 of 4 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?

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://financier.sh/mcp

Run this in your terminal

claude mcp add --transport http financier https://financier.sh/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "financier": {
      "url": "https://financier.sh/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.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "financier": {
      "type": "http",
      "url": "https://financier.sh/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://financier.sh/mcp

Menu 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.

Which apps can use it

Based on how this server connects and on each app’s own docs, checked Nov 10, 2026.

Connect over the internet in

Claude ChatGPT Goose LM Studio Msty Studio Cherry Studio Cursor VS Code + GitHub Copilot Visual Studio Windsurf (Devin Desktop)Zed Kiro Cline Continue JetBrains AI Assistant Claude Code Codex CLI Gemini CLI OpenCode nodecode Warp LibreChat Open WebUI Raycast

All apps, with pros and cons →

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 11, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain financier.sh (the registry checks domain ownership)
✓ Pass
Still maintained
Code last changed 2 months ago
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
✓ Pass
Endpoint responds
Responded in 306 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 3100 servers in this category
Published to the registry more recently than 38% of the other 3100 servers in this category
Basic checks equal to or better than 100% of the other 3100 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 Financier safe?

It passed 4 of 4 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 2 months ago, and the latest version (1.0.0) reached the registry 2 months 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: CCXT, Finance Toolkit, AKQuant

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

CCXT

Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets

by ccxtWidely used↓ 667/wk★ 44.8KUpdated 2 months ago

Runs on your computer

Install

Finance Toolkit

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

by JerBoumaWidely used↓ 15.6K/wk★ 5.5KUpdated yesterday

Computer or cloud

Install

AKQuant

Write and backtest trading strategies with AKQuant: API lookup, strategy checks, backtest runs

by akfamilyWidely used↓ 3.3K/wk★ 2.6KUpdated yesterday

Runs on your computer

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.

Financier

Official agent and developer tooling for Financier: a personal finance plan built from a person's own bank data. Financier is API-first. Everything a person can do in the app, an agent can do over MCP, the REST API, this SDK or this CLI.


MCP server	`https://financier.sh/mcp` (Streamable HTTP; OAuth 2.1 or `x-api-key`)
Docs MCP server	`https://financier.sh/mcp/docs` (no credentials)
REST API	`https://financier.sh/api/v1`, OpenAPI, reference
TypeScript SDK	`@financier-sh/sdk`
CLI	`@financier-sh/cli` (`financier`)
Agent skill	`skills/financier/SKILL.md`
Agent plugin	`plugin.json` + `mcp.json`
MCP registry	`sh.financier/financier`, `sh.financier/financier-docs`
A2A 1.0	agent card, JSON-RPC at `https://financier.sh/a2a`
Ask the docs (NLWeb)	`POST https://financier.sh/ask`
Agent identity, no account	`POST https://financier.sh/agent/identity` (sandbox-only until a person claims it)
Webhooks	Standard Webhooks + Web Bot Auth (keys)
Agent index	llms.txt, auth.md

Accounts are invite-only for now. The sandbox bank (provider demo) gives any account a synthetic household to try everything on.

MCP

"mcpServers": { "financier": { "type": "http", "url": "https://financier.sh/mcp" } } }

Claude Code: claude mcp add --transport http financier https://financier.sh/mcp

SDK

npm install @financier-sh/sdk

import { createFinancier } from "@financier-sh/sdk";

const financier = createFinancier({ apiKey: process.env.FINANCIER_API_KEY }); await financier.connections.linkSandbox(); for await (const event of financier.plan.buildStream()) console.log(event.stage); const view = await financier.plan.view(); console.log(view?.stages[view.current]?.name, view?.plan.monthly.surplus);

Webhooks

import { verifyWebhook } from "@financier-sh/sdk";

// In your handler: the raw body, the request headers, and the secret from webhooks.create. if (!(await verifyWebhook(rawBody, request.headers, process.env.FINANCIER_WEBHOOK_SECRET!))) return new Response("bad signature", { status: 401 });

Events: plan.built, recurring.detected, bank.reconnect_required, webhook.test. Every delivery is also signed with Web Bot Auth, verifiable against financier.sh's key directory without a shared secret.

Agents without an account

An agent can start before any person is involved: POST /agent/identity {"type":"anonymous"} returns a sandbox-only identity and a claim token. When a person wants the agent to work on their real account, the agent starts a claim with their email, shows them the code, and the person approves it at financier.sh/claim. The full flow, with requests, is in auth.md.

CLI

npm install -g @financier-sh/cli

financier login # paste an API key from Settings, Developer financier sandbox # link the synthetic household financier build # sync, categorise, build the plan financier plan # stage, monthly figures, actions financier plan --json # the same, for scripts and agents financier spending --from 2026-08-01 --by merchant financier webhooks add https://example.com/hooks/financier --events plan.built

This repository

The Financier app itself is private. This repository holds the public surface: the SDK, the CLI, the agent skill, the plugin manifest and the MCP registry entries. The SDK's types are generated from the live OpenAPI document (bun run generate).

License

MIT

Financier

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Which apps can use it

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

CCXT

Finance Toolkit

AKQuant

README from the maker

Financier

MCP

SDK

Webhooks

Agents without an account

CLI

This repository

License