Openfinance
- Openfinanceorg/openfinance-app
OpenFinance MCP is a MCP server that lets agents view balances, search transactions, and pull spending insights from connected financial accounts.
About
OpenFinance MCP connects your Model Context Protocol agent to OpenFinance so you can inspect balances, search transactions, and obtain spending insights without exporting CSVs for every question. developers running a small SaaS often juggle personal and business accounts; this server lets Claude Code or similar agents answer “what did we spend on infra last month?” when accounts are linked through the OpenFinance stack. Configuration uses OPENFINANCE_API_KEY and optionally OPENFINANCE_URL if you run your own OpenFinance server endpoint. Version 0.1.8 follows the standard MCP server schema with stdio transport from npm. Treat it as regulated, sensitive data: scope agent permissions and never commit keys. The catalog shelf is analytics because the payoff is understanding spend and cash position while you compound users, not wiring payments into your product codebase. Intermediate complexity reflects account linking and API key handling.
- Connect financial accounts to query balances from the agent
- Search transactions across linked accounts via MCP tools
- Spending insights surfaced for agent-driven summaries
- npm package @openfinance-sh/mcp with stdio transport
- OPENFINANCE_API_KEY required; optional OPENFINANCE_URL for self-hosted server
Openfinance by the numbers
- Data as of Jul 7, 2026 (Skillselion catalog sync)
claude mcp add --env OPENFINANCE_API_KEY=YOUR_OPENFINANCE_API_KEY --env OPENFINANCE_URL=YOUR_OPENFINANCE_URL openfinance -- npx -y @openfinance-sh/mcpAdd your badge
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| Package | @openfinance-sh/mcp |
|---|---|
| Transport | STDIO |
| Auth | Required |
| Repository | Openfinanceorg/openfinance-app ↗ |
What it does
Let your coding agent read linked account balances, search transactions, and summarize spending for SaaS bookkeeping and runway checks.
Who is it for?
Best when you use OpenFinance account linking and want agent-assisted transaction search and spending summaries for your business.
Skip if: Skip if you need in-app Stripe billing or customer payment flows—that is product integration, not personal finance read access.
What you get
After you add @openfinance-sh/mcp with your API key, your agent can query linked-account balances and transactions through structured MCP tools.
- MCP tools for balances, transaction search, and spending insights
- Agent-readable finance context without manual CSV uploads
- Stdio MCP integration for local agent hosts
By the numbers
- Server version 0.1.8
- npm package @openfinance-sh/mcp
- Two environment variables documented: OPENFINANCE_API_KEY (required), OPENFINANCE_URL (optional)
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Read-only finance aggregation MCP, not a payment processor SDK or tax filing skill.
FAQ
Who is OpenFinance MCP for?
It is for developers and operators who connect accounts via OpenFinance and want balances, transaction search, and spending insight available to their MCP agent.
When should I use OpenFinance MCP?
Use it during grow and operate when you review burn, reconcile expenses, or ask your agent for spending breakdowns on linked accounts.
How do I add OpenFinance MCP to my agent?
Install @openfinance-sh/mcp, set OPENFINANCE_API_KEY (and OPENFINANCE_URL if needed), register the stdio server in your MCP config, and restart your agent host.