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io.github.Parsons-ai/money

Official registry Archived Finance and payments

Personal finance assistant — track transactions, budgets, net worth via Plaid

Source code Documentation

What can you do with io.github.Parsons-ai/money?

  • "What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
  • "Show my top spending categories this month" — Analyze transactions by category
  • "Create a grocery budget for $500/month" — Create budgets, goals, and reminders
  • "Sync my latest transactions" — Pull fresh data from your connected banks
  • "Compare dining spending: January vs December" — Comparative analysis across time periods

Install

Add this to your client's MCP configuration (Claude Desktop: claude_desktop_config.json; Cursor: .cursor/mcp.json; VS Code and others use the same "mcpServers" shape).

Remote (streamable-http)
Claude Code 
claude mcp add --transport http money 'https://money.parsons.ai/api/mcp'
JSON configuration (Claude Desktop, Cursor, VS Code) 
{
    "mcpServers": {
        "money": {
            "type": "http",
            "url": "https://money.parsons.ai/api/mcp"
        }
    }
}

Documentation

From the project's README on GitHub, refreshed weekly. Links open on GitHub.

Contents
  1. Money MCP Server
  2. Server URL
  3. Tools
  4. What You Can Do
  5. How to Connect
  6. Links
  7. About

Money MCP Server

Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.

Server URL

https://money.parsons.ai/api/mcp

Transport: Streamable HTTP Auth: OAuth 2.1 (Dynamic Client Registration)

Tools

ToolDescriptionType
whoamiGet authenticated user infoRead
schemaGet database table/column detailsRead
queryExecute read-only SQL queries on your financial dataRead
mutateCreate, update, or delete budgets, goals, reminders, and other entitiesWrite
syncRefresh latest data from connected bank accounts via PlaidWrite

What You Can Do

  • "What's my net worth?" — Query all accounts and get total assets, liabilities, and net worth
  • "Show my top spending categories this month" — Analyze transactions by category
  • "Create a grocery budget for $500/month" — Create budgets, goals, and reminders
  • "Sync my latest transactions" — Pull fresh data from your connected banks
  • "Compare dining spending: January vs December" — Comparative analysis across time periods

How to Connect

Claude.ai / Claude Desktop

Add as a connector using the server URL above. OAuth will guide you through sign-in.

Any MCP Client

Point your client to https://money.parsons.ai/api/mcp using Streamable HTTP transport.

About

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.

Frequently asked questions

What is io.github.Parsons-ai/money?

Personal finance assistant — track transactions, budgets, net worth via Plaid

How do I install io.github.Parsons-ai/money?

It runs as a remote server. In Claude Code: claude mcp add --transport http money 'https://money.parsons.ai/api/mcp'. For other clients, paste the JSON configuration from this page into their MCP settings.

Does io.github.Parsons-ai/money need an API key?

Its registry entry lists no required key or secret. Some features may still need an account with the service it connects to.

Is io.github.Parsons-ai/money open source?

Its code is public on GitHub, but the repository does not declare a standard license.

Who maintains io.github.Parsons-ai/money?

It is published by Parsons-ai. AI.tn lists it but does not maintain or endorse it.

From the official MCP Registry. Listing is not an endorsement: review a server's code and permissions before giving it access to your data.