Personal Finance AI

MCP Scorecard: 86/100

Personal Finance Ai MCP

MEOK AI Labs GSPC License PyPI

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

• Full Documentation
• API Reference
• EU AI Act Compliance Guide

🛡️ 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_budget to …"
• "Use calculate_savings to …"
• "Use plan_debt_payoff to …"