finance-agent

by preethampathi2305 · data-analytics · mcp-server, glama

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

Source: https://github.com/preethampathi2305/finance-agent

Install

git clone https://github.com/preethampathi2305/finance-agent

Tags: mcp-server, glama

Source: glama

About data-analytics MCP servers and Claude skills

data-analytics MCP servers extend what AI agents can do inside Claude Code, Cursor, Copilot, Codex, and Windsurf. The Skiln directory indexes 16,000+ such integrations across 22 categories.

finance-agent is one of hundreds of data-analytics entries indexed on Skiln. Browse the full data-analytics category or the complete directory of Claude skills, MCP servers, agents, commands, and hooks.

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Frequently asked questions

How do I install finance-agent?

Add the install command above to your Claude Code, Cursor, or Windsurf MCP configuration. Most servers register via npx, a local command, or a Docker image. Refer to the source repository for environment variables and credential requirements.

Which clients support finance-agent?

Any MCP-compatible client works: Claude Desktop, Claude Code CLI, Cursor, Windsurf, Zed, and VS Code with the official MCP extension. OpenAI Codex and GitHub Copilot increasingly support MCP via adapter bridges.

Is finance-agent free?

The server itself is typically open source. Any upstream service (API keys, paid tiers, hosted infrastructure) may have its own pricing. Check the source repository for details.