Personal Finance AI
FreeNot checkedPython MCP server for personal finance management and analysis tools.
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Python MCP server for personal finance management and analysis tools.
README
Personal Finance Ai MCP
MEOK AI Labs EU AI Act License PyPI
Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financi...
Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financial goals. MIT.
🚀 Quick Start
# Install via pip
pip install personal_finance_ai_mcp
# Or install via Smithery
npx -y @smithery/cli@latest install personal-finance-ai-mcp --client claude
✨ Features
- MCP protocol compliant
- Easy installation
- Well-documented API
- Production-ready
- Active maintenance
📖 Documentation
🛡️ Compliance
This MCP server is built with EU AI Act compliance built-in:
- ✅ Article 9 — Risk Management System
- ✅ Article 13 — Transparency & Instructions for Use
- ✅ Article 15 — Bias Detection & Testing
- ✅ Article 26 — FRIA Support (where applicable)
- ✅ Article 50 — AI Content Watermarking (where applicable)
Need help getting compliant? Book a free 15-min diagnostic →
🏢 Enterprise
Need custom development, SLA guarantees, or white-label deployment?
- Pro: $99/mo — Full MCP suite + EU AI Act tracking
- Enterprise: $499/mo — Custom dev + SLA + Dedicated support
View Pricing → | Contact Sales →
🤝 Part of the MEOK Ecosystem
This server is part of the MEOK AI Labs ecosystem — 300+ MCP servers for sovereign AI governance.
| Domain | Purpose |
|---|---|
| councilof.ai | EU AI Act compliance marketplace |
| safetyof.ai | AI safety & monitoring |
| meok.ai | Sovereign AI platform |
| cobolbridge.ai | Legacy modernization |
📜 License
MIT © CSOAI-ORG
Built with 💜 by MEOK AI Labs · UK Companies House 16939677
MIT © [MEOK AI Labs](https://meok.ai)Pairs with MEOK Governance Suite
Build something that touches users? You need compliance. MEOK ships 38 governance MCPs that drop in alongside this tool — EU AI Act, DORA, NIS2, CRA, GDPR, ISO 42001, FDA SaMD, MDR, Basel, MiFID II, MiCA, COPPA, and more.
# One-shot install of the governance pack
npx meok-setup --pack governance
Free tier: 10 calls/day per MCP. Pro tier (£79/mo): unlimited + cryptographically signed compliance attestations your auditor verifies independently.
→ Full catalogue: councilof.ai/catalogue → MEOK AI Labs: meok.ai
💸 Try MEOK in 30 seconds — instant buy ladder
| Tier | Price | What you get | Stripe |
|---|---|---|---|
| Smoke test | £1 | Signed sample MCP-Hardening report + Article 50 PDF | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
| Quick Kit | £9 | EU AI Act Article 50 implementation guide (C2PA + EU-Icon) | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
| Founder Call | £29 | 30-min 1-on-1 with the founder | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
Refundable. UK Stripe — VAT-clean. Builds on the 81-MCP MEOK fleet. Verify any signed report at https://meok.ai/verify.
Configuration
Add to your claude_desktop_config.json (Claude Desktop) or your MCP client config:
{
"mcpServers": {
"personal-finance-ai-mcp": {
"command": "uvx",
"args": ["personal-finance-ai-mcp"]
}
}
}
Or: pip install personal-finance-ai-mcp then run the personal-finance-ai-mcp command (stdio transport).
Examples
Once configured, ask your assistant, for example:
- "Use
track_budgetto …" - "Use
calculate_savingsto …" - "Use
plan_debt_payoffto …"
Install Personal Finance AI in Claude Desktop, Claude Code & Cursor
unyly install personal-finance-aiInstalls into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.
First time? Get the CLI: curl -fsSL https://unyly.org/install | sh
Or configure manually
Run in your terminal:
claude mcp add personal-finance-ai -- npx -y personal-finance-ai-mcpStep-by-step: how to install Personal Finance AI
FAQ
Is Personal Finance AI MCP free?
Yes, Personal Finance AI MCP is free — one-click install via Unyly at no cost.
Does Personal Finance AI need an API key?
No, Personal Finance AI runs without API keys or environment variables.
Is Personal Finance AI hosted or self-hosted?
Self-hosted: the server runs locally on your machine via the install command above.
How do I install Personal Finance AI in Claude Desktop, Claude Code or Cursor?
Open Personal Finance AI on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.
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