Aggregate MCP Server
Every company's money in one ledger: cash, runway, invoices, payroll. Records money, can't move it.
About
Aggregate is a finance ledger for your AI, open-sourcing (AGPL) at launch. Connect banks and cards (Plaid, SimpleFIN, Mercury, Brex, Ramp, Wise), payments (Stripe, Square, Shopify, Paddle, App Store, Google Play), accounting (QuickBooks, Xero) and payroll, then ask Claude, ChatGPT or Cursor about cash, runway, burn, invoices and payroll across every company you run. It reads from your providers and can't move money; anything your AI records is labeled and can be undone for 30 days. Sign-in is OAuth 2.1 with dynamic client registration, and each connection is limited to the companies and kinds of data you choose. Hosted at app.aggregate.finance; free at launch.
Security Report
Remote MCP endpoint verified (99ms response). 2 trust signals: valid MCP protocol, requires auth. No security issues detected.
Endpoint verified · Requires authentication · 2 issues found
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Remote servers are capped at 8.0 because source code is not available for review. The score reflects endpoint verification only.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
How to Connect
Remote Plugin
No local installation needed. Your AI client connects to the remote endpoint directly.
Add this to your MCP configuration to connect:
{
"mcpServers": {
"aggregate": {
"url": "https://app.aggregate.finance/mcp"
}
}
}Getting Started
Once installed, try these example prompts and explore these capabilities:
- 1"How much cash do my companies have, and what's our runway?"
- 2"What did we spend on software last month?"
- 3"Which invoices are overdue, and by how much?"
- 4Tool: get_overview: cash, burn, runway, MRR, money owed and bills due per company
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