Personal finance assistant — track transactions, budgets, net worth via Plaid
Config is the same across clients — only the file and path differ.
{
"mcpServers": {
"io-github-parsons-ai-money": {
"command": "<see-readme>",
"args": []
}
}
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Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
No automated test available for this server. Check the GitHub README for setup instructions.
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Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
https://money.parsons.ai/api/mcp
Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)
| Tool | Description | Type |
|---|---|---|
whoami | Get authenticated user info | Read |
schema | Get database table/column details | Read |
query | Execute read-only SQL queries on your financial data | Read |
mutate | Create, update, or delete budgets, goals, reminders, and other entities | Write |
sync | Refresh latest data from connected bank accounts via Plaid | Write |
Add as a connector using the server URL above. OAuth will guide you through sign-in.
Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.
Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.
Built by Parsons.AI.