sarveshtalele/personal-finance-mcp
sarveshtalele
Python4updated 4mo ago
Python4updated 4mo ago77 deterministic personal-finance calculators + meta-advisor + live market data, served over MCP with a Next.js web UI.
ClaudeCodexCursorMCP
claudefinancefinancial-analysisfinancial-calculatorfinancial-datafintechindiamcpmcp-servermcp-toolsmodel-context-protocolnextjs
README
💰 Personal Finance MCP
<!-- mcp-name: io.github.sarveshtalele/personal-finance -->Deterministic personal-finance toolkit exposed over the Model Context Protocol — 76 calculators, a meta-advisor, and live market data, with a polished web UI. Grounded in established financial mathematics.
Live demo: https://sarveshtalele-personal-finance-mcp.hf.space
Connector URL: https://sarveshtalele-personal-finance-mcp.hf.space/mcp
Demo
<!-- Drag a video (.mp4/.mov/.webm, up to ~100 MB) into any GitHub issue/PR/release box; GitHub returns a https://github.com/user-attachments/assets/... URL. Paste that URL on its own line below — GitHub renders an inline player. --> <!-- DEMO_VIDEO -->Demo video coming soon.
Overview
Most finance "assistants" guess at numbers. This one doesn't. It ships 76 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 the create_financial_plan orchestrator chains the relevant calculators into a
single prioritised plan.
It runs three ways from one codebase:
- 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