Money

Money MCP Server provides a dedicated endpoint for connecting AI assistants to your financial data. It exposes a set of read and write tools that let you inspect your accounts, run queries, manage budgets and reminders, and synchronize data from connected banks, all through a secure, standardized MCP interface.

How to use

You connect an MCP client to the server URL to begin interacting with your financial data. Use read tools to view information and write tools to modify budgets, goals, reminders, and other entities. Typical workflows include checking your net worth, analyzing spending categories, syncing recent transactions, and comparing spending across time periods.

Code example and connection configuration

{
  "type": "http",
  "name": "money_mcp",
  "url": "https://money.parsons.ai/api/mcp",
  "args": []
}

What you can do with the MCP

Available capabilities include querying authenticated user info, inspecting database schema, executing read-only SQL queries, mutating budgets, goals, and reminders, and syncing the latest transactions from connected bank accounts via Plaid.

Connecting with Claude.ai or other MCP clients

Add the server URL to your MCP client. When you connect, OAuth 2.1 with Dynamic Client Registration guides you through sign-in and authorization. You can use Streamable HTTP transport to keep a live, streaming session with the server.

Supported tools and endpoints

• whoami: Get authenticated user info. - schema: Get database table and column details. - query: Execute read-only SQL queries on your financial data. - mutate: Create, update, or delete budgets, goals, reminders, and other entities. - sync: Refresh latest data from connected bank accounts via Plaid.

Security and data access

Data access is restricted to your own accounts via row-level security. You can only access information you are authorized to view. Ensure you use secure clients and follow best practices for OAuth handling and token storage.

Notes

The server is hosted at the Money endpoint and requires proper OAuth authentication. Use trusted MCP clients and keep your credentials secure. Maintain up-to-date client registrations and rotate credentials as needed.

Available tools

whoami

Get authenticated user info.

schema

Get database table/column details.

query

Execute read-only SQL queries on your financial data.

mutate

Create, update, or delete budgets, goals, and reminders and other entities.

sync

Refresh latest data from connected bank accounts via Plaid.