# Personal Finance MCP Server

> Personal Finance MCP Server — jahnavi-reddy03-personal-finance-mcp. Use this tool when you need to analyze and optimize personal finances by categorizing spending, identifying areas of overspending, and generating actionable reports. It connects to bank CSVs or Plaid for live transactions, providing a comprehensive view of financial activity. Ideal for individuals seeking to track expenses, create budgets, and receive personalized savings tips.

Canonical page: https://skillsregistry.net/skills/jahnavi-reddy03-personal-finance-mcp  
JSON: https://api.skillsregistry.net/v1/skills/jahnavi-reddy03-personal-finance-mcp

## Description

Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.

## Trust

- **Trust score (0–1):** 0.70
- **Verification tier:** verified
- **Last scanned:** 2026-08-30

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-08-30

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/yx1j50fxgh)
- **Repository:** <https://github.com/jahnavi-reddy03/personal-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": "jahnavi-reddy03-personal-finance-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/jahnavi-reddy03-personal-finance-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/jahnavi-reddy03-personal-finance-mcp/pull`

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