Personal Finance MCP Server

Live demo: https://sarveshtalele-personal-finance-mcp.hf.space Connector URL: https://sarveshtalele-personal-finance-mcp.hf.space/mcp. It runs locally over stdio via the published package.

People connecting finance tools to Claude, Cursor, VS Code, or another MCP client. The project is written in Python.

VERIFIED ACTIVE

LAST COMMIT 2026-08-01 · ★ 6 · #149 OF 283 MAINTAINED FINANCE · VERIFIED 2026-08-25

MIT · Python servers · how we verify → /methodology

01 · Install Personal Finance

before you install - you'll need

The README does not document required environment variables for a basic install.

Claude Code

claude mcp add sarveshtalele-personal-finance-mcp -- uvx personal-finance-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "sarveshtalele-personal-finance-mcp": {
      "command": "uvx",
      "args": [
        "personal-finance-mcp"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

pypi package personal-finance-mcp - check the name against the project README before installing (PyPI has no namespace ownership)

registry namespace io.github.sarveshtalele is GitHub-verified and matches the repo owner

03 · What Personal Finance can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v2.0.0 · 2026-06-13

76 deterministic personal-finance tools over MCP, a meta-advisor, live market data, and a Next.js website - one connector URL for Claude Desktop, Claude Code, and IDEs. · pip install personal-finance-mcp · See…

04 · Who maintains Personal Finance

personal-finance is maintained by sarveshtalele. It's the only MCP server we track from this author; the repo dates to Apr 2026.

05 · Facts

repository: github.com/sarveshtalele/personal-finance-mcp
category: finance - ranked #149 of 283 actively-maintained finance servers as of 2026-08-25.
release cadence: 1 release in the last 90 days (latest 2026-06-13)
registry: io.github.sarveshtalele/personal-finance (active, first published 2026-04-11 · 2 versions)
packages: pypi:personal-finance-mcp

06 · Personal Finance FAQ

What is Personal Finance?

Live demo: https://sarveshtalele-personal-finance-mcp.hf.space Connector URL: https://sarveshtalele-personal-finance-mcp.hf.space/mcp. It runs locally over stdio via the published package.

Is Personal Finance still maintained?

Yes - as of 2026-08-25, its last commit was 2026-08-01 and it shipped 1 release in the last 90 days. We re-verify nightly.

How do I install Personal Finance?

Run `uvx personal-finance-mcp`. The README does not document required environment variables for a basic install. You can also paste the ready-made client config above.

Does Personal Finance run locally?

Yes - it's a stdio server: it runs on your machine (via uvx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Personal Finance

Alternatives to Personal Finance

Maintained finance servers if Personal Finance isn't the fit.

Pairs well with

Servers that cover what Personal Finance doesn't - only shown when the pairing reason fits the companion.

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