# finance-mcp-server

> finance-mcp-server — marcusdt-ux-finance-mcp-server. Use this tool when you need to track personal finances privately, import data from Rocket Money or connect banks via SimpleFIN, and analyze spending, subscriptions, and cash flow. It solves problems of financial data fragmentation and privacy concerns by storing data locally in a SQLite database. The tool takes in financial data from various sources and outputs actionable insights for informed financial decisions.

Canonical page: https://skillsregistry.net/skills/marcusdt-ux-finance-mcp-server  
JSON: https://api.skillsregistry.net/v1/skills/marcusdt-ux-finance-mcp-server

## Description

A personal finance tracker MCP server that imports Rocket Money data or connects banks via SimpleFIN to a local SQLite database, enabling Claude to analyze spending, subscriptions, cash flow, and debt payoff with complete privacy.

## Trust

- **Trust score (0–1):** 0.68
- **Verification tier:** scanned
- **Last scanned:** 2026-09-03

## Facts

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

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/cl5aggriaf)
- **Repository:** <https://github.com/Marcusdt-UX/finance-mcp-server>

## 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": "marcusdt-ux-finance-mcp-server"
    }
  }
}
```

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