goetta-finance-mcp

griffin-goepper/goetta-finance-mcp
★ 1 stars Python AI/LLM Updated 4d ago
Ask Claude about your finances. A local-first MCP server that syncs accounts and transactions from SimpleFIN into DuckDB on your own machine, with a localhost dashboard for spending, net worth, and goals.
View on GitHub → 🔍 Audit Wallet Slippage →

Quick Install

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

Add to claude_desktop_config.json:

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

Or install with pip: pip install goetta-finance-mcp

README Excerpt

<p align="center"> <img src="docs/logo.png" alt="goetta-finance logo" width="180"> </p> A local-first tool that connects [SimpleFIN](https://bridge.simplefin.org/) to Claude. Your bank data lives only on your machine, in a DuckDB file you own. Claude reads it through an MCP server; you read it through a small web dashboard at `localhost:8765`.

Tools (2)

list_accountssql_query

Topics

aianthropicclaudecodexgeminihermeslocal-firstmcpopenaiopenclawpersonal-financesimplefin