FinkAI
FinkAI is a personal-finance MCP server for the authenticated user.
Community: Submitted by a user or imported; check the owner before granting accessOnlineNo sign-inGlobalFreeRead-only
What it can do
- Balance.Get: Get the user's current balance (saldo): period balance, total balance, and Open Finance account balances.
- Balance.Projected: Get the user's projected balance on a future date, including scheduled recurring records.
- Categories.Balance: Get the balance for a single category by its UUID.
What data it sees
Do you need an account
No: the server works without sign-in
FinkAI is a personal-finance MCP server for the authenticated user. It exposes balances and projected balances, transactions, categories and per-category balances, financial goals, financial methods, credit-card bills, installment plans, investments and investment transactions, reminders, financial analyses, and Open Finance accounts, brands, and consents.
Server tool list (23)
Raw names from tools/list. Only developers need these.
| balance.get | Get the user's current balance (saldo): period balance, total balance, and Open Finance account balances. |
| balance.projected | Get the user's projected balance on a future date, including scheduled recurring records. |
| categories.balance | Get the balance for a single category by its UUID. |
| categories.balances | List per-category balances (totals grouped by category). |
| categories.get | Get a single transaction category by its UUID. |
| categories.list | List the user's transaction categories. |
| credit_card_bills.list | List the user's credit-card bills (faturas) aggregated from Open Finance card accounts. |
| financial_analysis.get | Get a single financial analysis report by its UUID. |
| financial_analysis.latest | Get the user's latest financial analysis report. |
| financial_methods.get | Get a single financial method by its UUID. |
| financial_methods.list | List the user's financial methods (payment methods / accounts). |
| financial_records.get | Get a single financial record (transaction) by its UUID. |
| financial_records.list | List the user's financial records (transactions). |
| goals.get | Get a single financial goal by its UUID. |
| goals.list | List the user's financial goals. |
| installments.list | List the user's active installment plans (compras parceladas). |
| investments.list | Get the user's investment portfolio. |
| investments.transactions | List the user's investment transactions. |
| open_finance.accounts | List the user's Open Finance accounts for a given consent. |
| open_finance.brands | List the Open Finance brands (financial institutions) available to connect. |
| open_finance.consents | List the user's Open Finance consents (linked-institution authorizations). |
| reminders.get | Get a single reminder by its UUID. |
| reminders.list | List the user's reminders. |