Koskamo

Personal Finance MCP

A community-driven MCP server providing 77 deterministic financial calculators, a meta-advisor, and live market data. It allows agents to route plain-language questions to specific tools for tasks like retirement planning, portfolio analytics, and debt management, grounded in established financial mathematics without model inference for the numbers.

Package and access

Local package with source-attributed installation metadata. Koskamo does not execute packages during review.

Personal Finance MCP logo, by sarveshtaleleCommunity listingLocal stdioSource reviewed; not executedPublished by sarveshtalele
Vendor documentation

What you can do with it

  • Create a prioritized financial plan based on user income and goals
  • Calculate Time Value of Money metrics like future value and annuity
  • Analyze portfolio performance using CAPM, Sharpe, and Sortino ratios
  • Retrieve live market data for mutual fund NAVs and FX rates

Source and maintenance

Community listingRegistry 1.0.2
mcp-registry: io.github.sarveshtalele/personal-finance@1.0.2Source repository
Maintenance checked

Packages and installation

Source-provided package data. Koskamo has not executed or live-probed this package.

personal-finance-mcp 1.0.2

pypi
personal-finance-mcp package definition
{
  "version": "1.0.2",
  "transport": "stdio",
  "identifier": "personal-finance-mcp",
  "registryType": "pypi"
}

Tools

Reported by the attributed source; not independently observed by Koskamo.

No tool definitions available.

Connect from your client

Each snippet configures the same source-provided package; replace placeholders before use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Cursor

Merge this local stdio configuration, replace every placeholder environment value, and restart Cursor. Koskamo has not executed this package.
Cursor configuration
{
  "mcpServers": {
    "personal-finance-mcp": {
      "command": "uvx",
      "args": [
        "personal-finance-mcp==1.0.2"
      ]
    }
  }
}

Cline

Merge this local stdio configuration, replace every placeholder environment value, and restart Cline. Koskamo has not executed this package.
Cline configuration
{
  "mcpServers": {
    "personal-finance-mcp": {
      "command": "uvx",
      "args": [
        "personal-finance-mcp==1.0.2"
      ]
    }
  }
}

VS Code

Merge this local stdio configuration, replace every placeholder environment value, and restart VS Code. Koskamo has not executed this package.
VS Code configuration
{
  "servers": {
    "personal-finance-mcp": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "personal-finance-mcp==1.0.2"
      ]
    }
  }
}

Claude Desktop

Merge this local stdio configuration, replace every placeholder environment value, and restart Claude Desktop. Koskamo has not executed this package.
Claude Desktop configuration
{
  "mcpServers": {
    "personal-finance-mcp": {
      "command": "uvx",
      "args": [
        "personal-finance-mcp==1.0.2"
      ]
    }
  }
}

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