About money
Money is a personal finance MCP server by Parsons.AI for connecting assistants to bank data through Plaid. It supports financial analysis as well as changes to budgets, goals, and reminders.
Key features
- 01Read-only SQL queries on financial data
- 02View account and net-worth details
- 03Create and update budgets and goals
- 04Sync bank data through Plaid
Use cases
- 01Review spending by category or period
- 02Check assets, liabilities, and net worth
- 03Set a budget or financial reminder
MCP support
Exposes financial-data tools to MCP clients over Streamable HTTP at https://money.parsons.ai/api/mcp. Authentication uses OAuth 2.1 with Dynamic Client Registration.
Configuration
Remote servers need no local install. Pick your client, then copy the config or install in one click.
https://money.parsons.ai/api/mcpclaude mcp add --transport http parsons-ai-money https://money.parsons.ai/api/mcp{"mcpServers":{"parsons-ai-money":{"type":"http","url":"https://money.parsons.ai/api/mcp"}}}Open in Cursor{"servers":{"parsons-ai-money":{"type":"http","url":"https://money.parsons.ai/api/mcp"}}}Open in VS Code{"mcpServers":{"parsons-ai-money":{"type":"http","url":"https://money.parsons.ai/api/mcp"}}}{"mcpServers":{"parsons-ai-money":{"serverUrl":"https://money.parsons.ai/api/mcp"}}}Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.
Tools
Details
From the project READMEMoney 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
| Tool | Description | Type |
|---|---|---|
whoami | Get authenticated user info | Read |
schema | Get database table/column details | Read |
query | Execute read-only SQL queries on your financial data | Read |
mutate | Create, update, or delete budgets, goals, reminders, and other entities | Write |
sync | Refresh latest data from connected bank accounts via Plaid | Write |
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.
Links
- Website: https://money.parsons.ai
- Privacy Policy: https://money.parsons.ai/privacy
- Terms of Service: https://money.parsons.ai/terms
- Support: [email protected]
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.
Comments
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From what the protocol is to installing your first server, these answers cover most first questions.
An open protocol that defines how AI applications connect to external tools and data in a uniform way. Clients talk to the model; MCP servers provide tools, resources and prompt templates. They exchange standard messages, so one server can be reused by many clients.