# finance-agent

> finance-agent — preethampathi2305-finance-agent. Use this tool when you need to manage personal finances through conversational interfaces, integrating bank data for budgeting, goal tracking, and transaction management. It solves problems related to financial organization and planning by providing a centralized platform for tracking expenses and income. The finance-agent tool takes in user queries and bank data as inputs, and outputs personalized financial insights and recommendations through a conversational interface.

Canonical page: https://skillsregistry.net/skills/preethampathi2305-finance-agent  
JSON: https://api.skillsregistry.net/v1/skills/preethampathi2305-finance-agent

## Description

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-08-29

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** database
- **Updated:** 2026-08-29

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/ynyausse58)
- **Repository:** <https://github.com/preethampathi2305/finance-agent>

## 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": "preethampathi2305-finance-agent"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/preethampathi2305-finance-agent` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/preethampathi2305-finance-agent/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