Personal Finance MCP Server
About
An MCP server which can be integrated in your Claude system to guide you better calculate the Personal Finance calculations in Claude ecosystem
Details
- Author
- sarveshtalele
- Categories
- Finance, AI, Other, Productivity
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Setup
Install Personal Finance MCP Server in your MCP client (Claude Desktop, Cursor, Windsurf, and others).
Repository: https://github.com/sarveshtalele/personal-finance-mcp
Follow the installation instructions in the repository README, then restart your MCP client.
An MCP server which can be integrated in your Claude system to guide you better calculate the Personal Finance calculations in Claude ecosystem
Deterministic personal-finance toolkit exposed over theModel Context Protocol— 77 calculators, a meta-advisor, and live market data, with a polished web UI. Grounded in established financial mathematics.
▶️Watch the 2-minute demo— plain-language question → chained tools → a prioritized plan.
Public demo note:the hosted Space is a shared, best-effort instance (rate-limited, may cold-start after idle). For heavy or private use, run it locally or self-host (seedocs/HOW_IT_WORKS.md).
Most finance "assistants" guess at numbers. This one doesn't. It ships77 deterministic calculators— same inputs, same answer, every time — and lets an LLM route a plain-language question to the right tools. Describe your situation ("I'm 30, earn ₹1L/month, want to retire at 60") and thecreate_financial_planorchestrator chains the relevant calculators into a single prioritised plan.
- As an MCP server— connect it to Claude Desktop, Claude Code, Cursor, or any MCP client.
- As a website— a Next.js UI with a live calculator, a market dashboard, and a tool catalog.
- As a hosted connector— deployed to a Hugging Face Docker Space; one URL does all three.
- 🔢Deterministic— pure math, no model inference for the numbers.
- 🤖Story → tools— the model maps intent to tools; users never name them.
- 🇮🇳Theory-grounded— TVM, debt, PPF/SSY/NSC/EPF, bonds, derivatives, MPT, and more.
- 🛰️Live market data— mutual-fund NAVs (AMFI), FX (ECB), equity quotes (Yahoo) — no API keys.
- 🔒Hardened— stateless, rate-limited, input-bounded APIs with security headers/CSP.
Browse them all (with live descriptions) at/tools.
Claude Desktop— Settings → Connectors → Add custom connector → paste:
https://sarveshtalele-personal-finance-mcp.hf.space/mcp
claude mcp add --transport http personal-finance https://sarveshtalele-personal-finance-mcp.hf.space/mcp
{ "mcpServers": { "personal-finance": { "url": "https://sarveshtalele-personal-finance-mcp.hf.space/mcp", "transport": "http" } } }
pip install personal-finance-mcp # or: uvx personal-finance-mcp
{ "mcpServers": { "personal-finance": { "command": "uvx", "args": ["personal-finance-mcp"] } } }
git clone https://github.com/sarveshtalele/personal-finance-mcp.git cd personal-finance-mcp pip install -e . # Option A — classic stdio MCP server (offline, no web) python -m src # Option B — unified server: website + /mcp connector + /api (http://localhost:7860) cd web && npm install && npm run build && cd .. python -m src.web
For stdio, point Claude Desktop at the local process:
{ "mcpServers": { "personal-finance": { "command": "python", "args": ["-m", "src"] } } }
python -m src.webserves everything on one port:
src/ ├── server.py # FastMCP server — registers all tool modules ├── __main__.py # python -m src (stdio transport) ├── tools/ # pure math fns + per-module register(mcp) │ ├── tvm.py debt.py planning.py bonds.py stocks.py mutual_funds.py │ ├── portfolio.py derivatives.py india_savings.py cashflow.py │ ├── risk_profile.py advisor.py # advisor = story → plan orchestrator │ └── marketdata.py # live AMFI / Frankfurter / Yahoo (keyless) ├── models/ # Pydantic schemas + enums ├── utils/ # output formatters └── web/ # unified Starlette server (MCP + /api + static site) ├── server.py # routes, security middleware, calculator registry └── __main__.py # python -m src.web (uvicorn, port 7860) web/ # Next.js front-end (static export → web/out) └── app/ # home, tools, calculator, dashboard, connect
Each tool file keeps deterministic pure functions separate from the thin@mcp.toolwrappers, so the same functions power the MCP server, the web calculators, and the tests.
- Stateless— no database, no sessions; every call is independent and reproducible.
- Hardened API— per-IP rate limiting, request-body cap, and input validation that bounds loop-driving parameters (years/months/age) to prevent denial-of-service.
- Security headers— CSP (withframe-ancestorsfor the Hugging Face embed),X-Content-Type-Options,Referrer-Policy,Permissions-Policy; CORS limited to GET/POST without credentials. The header middleware is implemented at the ASGI layer so it never buffers the streaming/mcp(SSE) responses.
- No secrets in the app— live-data sources are public and keyless.
SeeSECURITY.mdto report a vulnerability.
pip install -e ".[dev]" pytest -q # 119 tests ruff check . # lint python -m src.web # run the full stack locally
Deployed as aHugging Face Docker Space, auto-synced from GitHub on every push tomain(see.github/workflows/hf-sync.yml). Full instructions — local, Docker, and Hugging Face — are indocs/deployment.md.
- docs/HOW_IT_WORKS.md— concepts (MCP, transports, semantic routing), full architecture with diagrams, end-to-end request flows, the security model,hosting it yourself / on a portfolio site, and a production-grade roadmap.
- docs/deployment.md— local, Docker, and Hugging Face deployment.
- docs/Architecture.md·docs/testing.md·docs/setup.md
Contributions are welcome — seeCONTRIBUTING.mdand theCode of Conduct. Good first issues: add a calculator (a pure function + aregisterwrapper + a test), improve descriptions for better tool routing, or extend the web UI.
Educational tool for illustrating standard financial formulas.Not investment advice.Figures are illustrative; verify before making financial decisions.
MIT— free to use, modify, and distribute.
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