Fintable MCP
About
Unofficial MCP server for fintable.io — manage financial categories, rules, and transactions through AI assistants instead of clicking through multi-step wizards.
Details
- Author
- jasoncbraatz
- Categories
- Productivity, Finance, Automation
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Setup
Install Fintable MCP in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/jasoncbraatz/fintable-mcp
Follow the installation instructions in the repository README, then restart your MCP client.
An unofficial MCP (Model Context Protocol) server forfintable.io, enabling AI assistants like Claude to manage your financial categories, rules, and transactions directly — no more clicking through multi-step wizards.
Note: This is a community project, not officially supported by fintable.io. It works by communicating with Fintable's Laravel Livewire 3 backend using your browser session. If you're the Fintable developer and would like to collaborate on an official MCP server or public API, please open an issue — we'd love to work with you! 🤝
Once installed, you can ask Claude or your favorite MCP Client things like:
- "Create these expense categories: Office Supplies, Shipping, Packaging, Equipment Rental, Software Subscriptions"
- "Create rules: 'Staples' → Office Supplies, 'UPS' → Shipping, 'USPS' → Shipping"
- "Run all rules to categorize my transactions"
- "What's my current account balance at Ally Bank?"
- "List all my categorization rules"
No more going through a 3-page wizard 20 times to set up 20 categories. Just tell Claude what you need.
- Python 3.10+
- Afintable.ioaccount with connected bank accounts
- Claude Desktop (or any MCP-compatible client — Cherry Studio, etc.)
git clone https://github.com/jasoncbraatz/fintable-mcp.git cd fintable-mcp
You have two options — automatic (recommended) or manual.
The initial seed comes from whichever auth method is available (rookiepy, env var, etc.). After that, the server is self-sufficient.
Note for Python 3.13+: You may need to setPYO3_USE_ABI3_FORWARD_COMPATIBILITY=1before installing rookiepy:
PYO3_USE_ABI3_FORWARD_COMPATIBILITY=1 pip install rookiepy
If you'd rather not install rookiepy (or you're using a browser other than Chrome):
You'll pass this as an environment variable in the next step.
Add the following to your Claude Desktop config file:
macOS:~/Library/Application Support/Claude/claude_desktop_config.jsonWindows:%APPDATA%\Claude\claude_desktop_config.json
If using rookiepy (Option A)— no env vars needed:
{ "mcpServers": { "fintable": { "command": "python", "args": ["/absolute/path/to/fintable-mcp/fintable_mcp.py"] } } }
💡 Replace/absolute/path/to/fintable-mcp/fintable_mcp.pywith the actual path where you cloned this repo.
After saving the config, fully quit and relaunch Claude Desktop. Thefintabletools will appear in Claude's tool list.
Your credentials are never stored to disk by this server— they live only in memory while the server is running.
How it works (for the curious / developers)
Fintable.io is a Laravel application using Livewire 3 + Alpine.js for its frontend — there's no public REST API. This MCP server:
The Livewire update path includes a hash (e.g.,/livewire-5c7ce5a8/update) that can change when the app is redeployed. The server auto-discovers this path from thedata-update-uriHTML attribute on each page load, so it stays resilient across deployments.
The Livewire update endpoint includes a build hash (e.g.,/livewire-5c7ce5a8/update) that changes on each deployment. The server auto-discovers this on every page fetch, but if Fintable significantly restructures their Livewire components or changes component names, things may break. This is inherent to working without an official API.
Since there's no JSON API, read operations depend on parsing HTML structure. If Fintable redesigns their UI layout, the parsing logic may need updating. This is the biggest maintenance burden of the current approach.
The ideal solution is for Fintable to expose lightweight JSON API endpoints. This would:
- Eliminate the fragile HTML parsing
- Remove the Livewire hash dependency
- Enable more reliable integrations
- Open the door for other community tools and integrations
- Be a great selling point for the product (MCP-ready financial tools are a differentiator!)
If you're the Fintable developer reading this — even a handful of authenticated JSON endpoints for categories, rules, and transactions would make this server rock-solid and dramatically easier to maintain. Happy to collaborate on the design. 🚀
This server runslocallyon your machine as a stdio subprocess of your MCP client. It:
- Never exposes a network port
- Never stores credentials to disk
- Only communicates with fintable.io using your existing browser session
- Runs as a single-user, single-client process
PRs welcome! Some ideas for future improvements:
- Support for transaction date range filtering
- Category group management (create/rename groups)
- Rule priority reordering
- Export categories/rules as JSON for backup
- Support for multiple Fintable accounts
Note on deletions:Category deletion is intentionally not supported — that's a destructive action best done through the Fintable web UI where you can see the full impact. A little friction before deleting things is a feature, not a bug.
This project is not affiliated with, endorsed by, or officially supported by fintable.io. It was built by reverse-engineering the Livewire 3 frontend protocol. Use at your own risk — the underlying Livewire protocol may change without notice.
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