personal-finance-agent

albeorla/personal-finance-agent

★ 0 stars Python Database Updated today

Local MCP server giving an AI agent grounded, evidence-backed personal-finance tools: cash-flow projection, drift detection, recurring-charge onboarding, reconciliation. Deterministic; never invents numbers.

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Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "personal-finance-age": {
      "command": "uvx",
      "args": [
        "personal-finance-agent"
      ]
    }
  }
}

Or install with pip: pip install personal-finance-agent

README Excerpt

A local [Model Context Protocol](https://modelcontextprotocol.io) (MCP) server that gives an AI agent grounded, evidence-backed tools for managing personal finances. It is deterministic and it never invents numbers. Every balance, due date, projection endpoint, and cash-flow figure the agent reports is backed by a tool result computed over a local SQLite database — not estimated, not recalled from a prior message. A built-in grounding check (`verify_grounding`) exists specifically to confirm tha

Tools (4)

generate_income_instanceslist_obligationslist_unmatched_obligation_instancesresolve_followup

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personal-finance-agent

Quick Install

README Excerpt

Tools (4)

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