personal-finance-ai-mcp 1.0.6

Personal Finance Ai automation via MCP. Includes track budget, calculate savings, plan debt payoff. By MEOK AI Labs.

Personal Finance Ai MCP

Personal Finance AI MCP Server - Financial Planning Intelligence

Overview

Personal Finance AI MCP Server - Financial Planning Intelligence Built by MEOK AI Labs | https://meok.ai

Budget tracking, savings calculations, debt payoff planning, investment analysis, and tax estimation.

Tools

Tool	Description
track_budget	Analyze spending against recommended budget allocations.
calculate_savings	Calculate time to reach a savings goal with compound interest.
plan_debt_payoff	Create a debt payoff plan using avalanche or snowball method.
analyze_investment	Analyze investment growth with asset allocation modeling.
estimate_tax	Estimate US federal income tax liability.

Installation

pip install meok-personal-finance-ai-mcp

Usage with Claude Desktop

Add to your Claude Desktop MCP config (claude_desktop_config.json):

{
  "mcpServers": {
    "personal-finance-ai": {
      "command": "python",
      "args": ["-m", "meok_personal_finance_ai_mcp.server"]
    }
  }
}

Usage with FastMCP

from mcp.server.fastmcp import FastMCP

# This server exposes 5 tool(s) via MCP
# See server.py for full implementation

License

MIT © MEOK AI Labs

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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.

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