Overview

Personal Finance AI MCP Server - Financial Planning Intelligence Built by MEOK AI Labs | https://meok.ai

Budget tracking, savings calculations, debt payoff planning, investment analysis, and tax estimation.

Tools

Tool	Description
track_budget	Analyze spending against recommended budget allocations.
calculate_savings	Calculate time to reach a savings goal with compound interest.
plan_debt_payoff	Create a debt payoff plan using avalanche or snowball method.
analyze_investment	Analyze investment growth with asset allocation modeling.
estimate_tax	Estimate US federal income tax liability.

Installation

pip install meok-personal-finance-ai-mcp

Usage with Claude Desktop

Add to your Claude Desktop MCP config (claude_desktop_config.json):

{
  "mcpServers": {
    "personal-finance-ai": {
      "command": "python",
      "args": ["-m", "meok_personal_finance_ai_mcp.server"]
    }
  }
}

Usage with FastMCP

from mcp.server.fastmcp import FastMCP

# This server exposes 5 tool(s) via MCP
# See server.py for full implementation

License

MIT © MEOK AI Labs