# finance-mcp

> Use this tool when you need to securely access and manage financial transactions, such as bank and credit-card statements, in a private and localized manner. It solves problems related to financial data privacy and security, providing a trusted interface for AI agents like Copilot to retrieve and process transaction data. Ideal for use cases requiring sensitive financial information handling, with inputs including transaction queries and outputs featuring relevant financial data.

Canonical page: https://skillsregistry.net/skills/dfrysinger-finance-mcp  
JSON: https://api.skillsregistry.net/v1/skills/dfrysinger-finance-mcp

## Description

Local, privacy-first access to bank and credit-card transactions for Copilot, backed by SimpleFIN.

## Trust

- **Trust score (0–1):** 0.34
- **Verification tier:** scanned
- **Last scanned:** 2026-09-03

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-09-03

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/xjlyvptxzk)
- **Repository:** <https://github.com/dfrysinger/finance-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "dfrysinger-finance-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/dfrysinger-finance-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/dfrysinger-finance-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt