Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
Listed on
- Official MCP Registry
- mcp.sovia MCP Toplist
First seen 2 Oct 2026. One server, whatever directories list it: each directory listing keeps its own page and history.
2
Directories
1 via MCP Toplist
9
Tools
From an anonymous probe
-
ToolBench grade
Not graded by Arcade
1
GitHub stars
From MCP Toplist
Tools
| Tool | Description | Behaviour |
|---|---|---|
| get_net_worth | Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend. | Read-only |
| get_spending_breakdown | Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown. | Read-only |
| get_subscriptions | Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card. | Read-only |
| get_transactions | Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list. | Read-only |
| net_worth_trend | Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is that period's closing balance. | Read-only |
| spending_breakdown | Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular categories; it dims everything else, so on an opening question it hides most of the answer. | Read-only |
| subscriptions | Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data. | Read-only |
| transaction_list | Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead. | Read-only |
| trend_card | Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them with a legend. Pass `items` to list the composition behind the number. | Read-only |
| Directory | Listing | Tier | First seen |
|---|---|---|---|
| Official MCP Registry | Banking Assistant (Metabind demo) | - | 2 Oct 2026 |
| mcp.so | Listed there according to MCP Toplist’s dataset; not collected by InvokeRank. | ||