Summary
Connects Claude to your bank accounts through Plaid and exposes your financial data as queryable SQL tables. You get five tools: whoami for user info, schema for inspecting available tables, query for read-only SQL against transactions and balances, mutate for managing budgets and goals, and sync to pull fresh data from connected banks. Useful when you want to ask natural language questions about spending patterns, net worth, or category breakdowns without building your own Plaid integration. Uses OAuth 2.1 with dynamic client registration and enforces row-level security so queries only touch your own data. Hosted service from Parsons.AI running over streamable HTTP.
Fastest browser for AI agents to run web automation tasks, always free.
Download Free life-time →
belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →
Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →
Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →
Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →Money 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: support@parsons.ai
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.
Featured
Fastest browser for AI agents to run web automation tasks, always free.
Download Free life-time →belt cli automatically finds the best tools and skills for your agent. image, video, music, tts...
one prompt install →Free an open-source skills that make AI coding agents easier to understand, verify, and control.
Download for free →Connect your Claude agent to live crypto prices and trading routes via 1inch
Get the MCP →Notes, actions and memory. Without a meeting bot. First month 100% off.
Download for free →