Money
Connect your agent to Plaid-linked accounts so you can query transactions, budgets, and net worth while running a solo business.
Overview
io.github.Parsons-ai/money is an Operate-phase MCP server that lets agents pull Plaid-linked transactions, budgets, and net-worth context through a hosted streamable-HTTP endpoint.
What is this MCP server?
- Remote streamable-HTTP MCP at money.parsons.ai—no local stdio package wiring for quick agent registration
- Plaid-backed access to transactions, budgets, and net-worth style summaries through natural-language agent tools
- Personal finance assistant framing aimed at builders who mix business and personal accounts
- Version 3.0.0 server schema with GitHub source at Parsons-ai/money-mcp-server
- Suited for operate-phase money questions without building a custom finance dashboard first
- Server version 3.0.0 in the official MCP manifest
- Single remote endpoint: https://money.parsons.ai/api/mcp (streamable-http)
- Source repository: github.com/Parsons-ai/money-mcp-server
What problem does it solve?
Solo builders lose hours tabbing between banking apps and spreadsheets when they need quick answers about spend, runway, or budget drift.
Who is it for?
Indie hackers and solopreneurs who already use or will connect Plaid and want budget and transaction Q&A inside Claude Code or Cursor.
Skip if: Teams that need audited bookkeeping, multi-entity accounting, or finance workflows with no third-party account linking.
What do I get? / Deliverables
After you register the remote MCP URL, your agent can answer finance questions in chat using linked account data instead of manual exports.
- Agent-callable tools for transaction, budget, and net-worth style queries over linked accounts
- Centralized finance Q&A in the IDE without a bespoke Plaid integration in your repo
Recommended MCP Servers
Journey fit
Personal and business money management is ongoing after launch—builders need visibility into cash flow and spending without leaving the agent. Iterate covers tuning how you track finances and rebalance budgets as revenue and costs change month to month.
How it compares
Plaid-backed finance MCP integration, not a local SKILL.md budgeting checklist or a generic spreadsheet skill.
Common Questions / FAQ
Who is io.github.Parsons-ai/money for?
It is for solo builders and small operators who want an AI agent to help track transactions, budgets, and net worth via Plaid without building a custom finance API client.
When should I use io.github.Parsons-ai/money?
Use it during operate and grow when you regularly review cash flow, categorize spend, or check whether you are on budget while shipping and paying for tools.
How do I add io.github.Parsons-ai/money to my agent?
Add the remote MCP server URL https://money.parsons.ai/api/mcp (streamable-http) in your client’s MCP settings per the official server.json, complete Plaid linking on the provider side, then reload the agent.