Summary
A personal finance toolkit that plugs net worth tracking, investment allocation, expense categorization, and goal management into Claude. Built by MEOK AI Labs with EU AI Act compliance baked in, including risk management, bias detection, and transparency requirements. The README emphasizes regulatory compliance over technical specifics, so you're looking at financial operations through an MCP interface without detailed API documentation in the source. If you're building finance apps in regulated environments or need AI Act Article 13 transparency for financial tooling, this is positioned for that. Otherwise, you'd want more concrete API details before committing. Part of the broader MEOK ecosystem spanning 300+ MCP servers for governance and safety.
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
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Personal Finance Ai MCP
Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financi...
Personal finance MCP — net worth tracking, investment allocation, expense categorisation, financial goals. MIT.
🚀 Quick Start
# Install via pip
pip install personal_finance_ai_mcp
# Or install via Smithery
npx -y @smithery/cli@latest install personal-finance-ai-mcp --client claude
✨ Features
- MCP protocol compliant
- Easy installation
- Well-documented API
- Production-ready
- Active maintenance
📖 Documentation
🛡️ Compliance
This MCP server is built with EU AI Act compliance built-in:
- ✅ Article 9 — Risk Management System
- ✅ Article 13 — Transparency & Instructions for Use
- ✅ Article 15 — Bias Detection & Testing
- ✅ Article 26 — FRIA Support (where applicable)
- ✅ Article 50 — AI Content Watermarking (where applicable)
Need help getting compliant? Book a free 15-min diagnostic →
🏢 Enterprise
Need custom development, SLA guarantees, or white-label deployment?
- Pro: $99/mo — Full MCP suite + EU AI Act tracking
- Enterprise: $499/mo — Custom dev + SLA + Dedicated support
View Pricing → | Contact Sales →
🤝 Part of the MEOK Ecosystem
This server is part of the MEOK AI Labs ecosystem — 300+ MCP servers for sovereign AI governance.
| Domain | Purpose |
|---|---|
| councilof.ai | EU AI Act compliance marketplace |
| safetyof.ai | AI safety & monitoring |
| meok.ai | Sovereign AI platform |
| cobolbridge.ai | Legacy modernization |
📜 License
MIT © CSOAI-ORG
Built with 💜 by MEOK AI Labs · UK Companies House 16939677
MIT © [MEOK AI Labs](https://meok.ai)Pairs with MEOK Governance Suite
Build something that touches users? You need compliance. MEOK ships 38 governance MCPs that drop in alongside this tool — EU AI Act, DORA, NIS2, CRA, GDPR, ISO 42001, FDA SaMD, MDR, Basel, MiFID II, MiCA, COPPA, and more.
# One-shot install of the governance pack
npx meok-setup --pack governance
Free tier: 10 calls/day per MCP. Pro tier (£79/mo): unlimited + cryptographically signed compliance attestations your auditor verifies independently.
→ Full catalogue: councilof.ai/catalogue → MEOK AI Labs: meok.ai
💸 Try MEOK in 30 seconds — instant buy ladder
| Tier | Price | What you get | Stripe |
|---|---|---|---|
| Smoke test | £1 | Signed sample MCP-Hardening report + Article 50 PDF | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
| Quick Kit | £9 | EU AI Act Article 50 implementation guide (C2PA + EU-Icon) | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
| Founder Call | £29 | 30-min 1-on-1 with the founder | https://buy.stripe.com/aFa7sNcgAdQS0ZT1Uc8k91t |
Refundable. UK Stripe — VAT-clean. Builds on the 81-MCP MEOK fleet. Verify any signed report at https://meok.ai/verify.
Configuration
Add to your claude_desktop_config.json (Claude Desktop) or your MCP client config:
{
"mcpServers": {
"personal-finance-ai-mcp": {
"command": "uvx",
"args": ["personal-finance-ai-mcp"]
}
}
}
Or: pip install personal-finance-ai-mcp then run the personal-finance-ai-mcp command (stdio transport).
Examples
Once configured, ask your assistant, for example:
- "Use
track_budgetto …" - "Use
calculate_savingsto …" - "Use
plan_debt_payoffto …"
Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →