# finance-mcp

> finance-mcp — learningai99-finance-mcp. Use this tool when you need to analyze and understand personal financial transactions, as it provides a read-only server for filtering, summarizing, and categorizing spending from CSV files, helping to identify unusual activity and optimize financial management. It takes transaction CSVs as input and outputs summarized spending, categorized charges, and flagged unusual transactions. Ideal for individuals seeking to track and make sense of their financial data.

Canonical page: https://skillsregistry.net/skills/learningai99-finance-mcp  
JSON: https://api.skillsregistry.net/v1/skills/learningai99-finance-mcp

## Description

A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.

## Trust

- **Trust score (0–1):** 0.69
- **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/j5gflpuel4)
- **Repository:** <https://github.com/LearningAI99/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": "learningai99-finance-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/learningai99-finance-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/learningai99-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