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Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
About
Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Remote endpoints: streamable-http: https://myfinance-mcp.com/mcp
Security Report
9.5
Low Risk9.5Low RiskValid MCP server (2 strong, 2 medium validity signals). 1 known CVE in dependencies Imported from the Official MCP Registry.
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.
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": {
"io-github-alex-odoo-myfinance-mcp": {
"url": "https://myfinance-mcp.com/mcp"
}
}
}Documentation
View on GitHubFrom the project's GitHub README.
MyFinance MCP
A remote MCP server for personal finance - log expenses by talking, snap receipt photos, import whole bank statements, and get budgets, trends and net worth computed for you, in any currency.
Website: myfinance-mcp.com · Free while in beta · Built by Rteam
Quick Start
Already hosted and ready to use - just connect it to your MCP client:
https://myfinance-mcp.com/mcp
On Claude.ai: Customize → Connectors → + → Add custom connector → paste the URL → Connect. Leave the OAuth Client ID and Client Secret fields empty - filling them breaks sign-in.
On ChatGPT: Settings → Apps → Create app → paste the URL → choose OAuth → Create.
On first connect you sign in with Google or register with an email and password. Your data persists across reconnections.
Why
- No app, no forms, no spreadsheet. "Spent 24.50 eur on groceries at Lidl" is the whole workflow.
- Every number is computed in SQL. The server owns the data and the math; the AI reads the results, it never guesses arithmetic.
- Any currency. Transactions keep their original currency; the FX rate to your base currency is frozen at transaction date, so history never rewrites itself.
- Statements in one message. Drop a CSV/PDF export; hundreds of rows import in one call with idempotent deduplication, hand-logged twins merged, totals reconciled.
- Personal vs business. Entity tag on accounts and transactions, filterable everywhere, included in CSV export for your accountant.
- Dashboards in the chat. Budgets, trends, summaries and accounts render as interactive panels (MCP Apps) right in the conversation.
Tech Stack
- Bun - runtime and package manager
- Express - HTTP layer
- MCP SDK - Model Context Protocol over Streamable HTTP (stateless)
- OAuth 2.1 - PKCE + dynamic client registration, Google sign-in optional
- Prisma + PostgreSQL - all money as
numeric, all stats as SQL aggregates - Docker - single container deployment
MCP Tools
| Tool | Description |
|---|---|
log_expense | Record one purchase, bill or receipt (negative amount = refund) |
log_income | Record income: salary, invoice, refund, interest |
log_transfer | Move money between accounts, cross-currency supported; never counts as spending |
log_balance | Anchor an account's balance at a date; later flows compute from the snapshot |
import_transactions | Bulk statement import (up to 500 rows/call): dedup by bank reference or derived key, twin merge, reconciliation check |
create_account | Create a bank / card / cash / investment account with currency and personal/business entity |
get_accounts | All accounts with balances and net worth, converted to base currency |
get_summary | Period totals by category, merchant or month, computed server-side |
get_transactions | List and filter raw transactions |
get_trends | Month-over-month spending trends and deltas |
set_budget | Monthly cap per category or overall |
get_budget_progress | Live budget progress with days left; renders as a dashboard |
update_transaction | Fix any field of an existing transaction |
delete_transaction | Delete one transaction by id |
delete_transactions | Bulk delete by ids |
get_settings | Base currency and timezone |
update_settings | Change base currency or timezone |
export_transactions | Full CSV export (includes the entity column for accountant handoff) |
delete_account | Permanently delete the user account and ALL data (GDPR erasure) |
ping | Health and auth check |
MCP Apps
Four tools return an interactive dashboard (ui://myfinancemcp/dashboard) rendered directly in the chat on clients that support MCP Apps: budget rings, monthly trends, category summaries and the accounts/net-worth panel. Light and dark theme aware.
Security & Privacy
- Receipt photos are parsed by YOUR AI client; images never reach this server.
- Amounts, merchants and notes are never written to server logs (blind logs); telemetry stores event types and ids only.
- OAuth 2.1 with PKCE, encrypted tokens, rate-limited sign-in.
- CSV export and instant full deletion are tools, not support tickets.
- Hosted instance: EU data residency, row-level security keyed to your account.
See SECURITY.md for the disclosure policy.
Self-hosting
MIT-licensed; runs anywhere Bun and Postgres run.
1. Postgres
Any PostgreSQL 15+ works. Supabase free tier is a good fit: create a project and copy the session pooler connection string (IPv4).
Apply the schema:
bun install
bunx prisma db push
2. Environment variables
| Variable | Description |
|---|---|
PORT | Server port (default 8788) |
BASE_URL | Public URL of the server (OAuth issuer) |
DATABASE_URL | Postgres connection string |
MYFINANCE_MCP_EMAIL | Bootstrap user email |
MYFINANCE_MCP_PASSWORD_HASH | Bootstrap user password hash (see below) |
GOOGLE_CLIENT_ID | (optional) Google OAuth client ID for "Continue with Google" |
GOOGLE_CLIENT_SECRET | (optional) Google OAuth client secret |
RESEND_API_KEY | (optional) Resend key for new-signup email notifications |
NOTIFY_EMAIL | (optional) Where signup notifications go |
FROM_EMAIL | (optional) Verified sender for notifications |
Generate the password hash:
bun -e "console.log(await Bun.password.hash(process.argv[1]))" 'your-password'
3. Run
docker compose up -d # uses the included Dockerfile, port 8788
Put nginx (or any TLS-terminating proxy) in front and point BASE_URL at your domain. The static landing in site/ is optional - serve it from the same origin if you want one.
Development
bun install
cp .env.example .env # fill in your values
bun run dev # hot reload on :8788
bun run e2e # self-contained end-to-end suite (spawns its own server)
bun run lint
The e2e suite covers the full OAuth flow (discovery, dynamic registration, PKCE, refresh rotation), every tool, statement-import dedup semantics and GDPR deletion.
API Endpoints
| Endpoint | Description |
|---|---|
POST /mcp | MCP endpoint (Bearer auth) |
GET /health | Health check |
GET /.well-known/oauth-authorization-server | OAuth metadata discovery |
GET /.well-known/oauth-protected-resource/mcp | Protected resource metadata |
POST /register | Dynamic client registration |
GET /authorize | OAuth authorization (sign-in page) |
POST /token | Token exchange |
GET /auth/google | Google sign-in start (when configured) |
GET /api/stats | Public aggregate counters (counts only, never amounts) |
License
MIT - Rteam FZE LLC
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