FinkAI

FinkAI is a personal-finance MCP server for the authenticated user.

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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.

How to connect

How to connect FinkAI to Claude

The server address to paste into Claude settings:

https://finkai.run.tools

  1. Open Claude (claude.ai or the desktop app).
  2. Go to Settings → Connectors.
  3. Click Add custom connector.
  4. Paste the server address copied below into Remote MCP server URL and click Add.
  5. In a chat, click + → Connectors and switch the new connector on.

Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

Authorization

After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

How to connect FinkAI to ChatGPT

The server address to paste into ChatGPT settings:

https://finkai.run.tools

  1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
  2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
  3. Open Settings → Connectors and click Create.
  4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
  5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
  6. In a new chat open + → Apps/Connectors and enable the connector.

OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

Authorization

On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

How to connect FinkAI to Cursor

The server address to paste into Cursor settings:

https://finkai.run.tools

Fastest: click Open in Cursor below and confirm the prompt.

Manually:

  1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
  2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
  3. Save the file. The server appears in the MCP list; authorize it there if asked.

Authorization

If the service needs sign-in, an authorize button appears next to the server in the MCP list.

Server tool list (23)

Raw names from tools/list. Only developers need these.

balance.getGet the user's current balance (saldo): period balance, total balance, and Open Finance account balances.
balance.projectedGet the user's projected balance on a future date, including scheduled recurring records.
categories.balanceGet the balance for a single category by its UUID.
categories.balancesList per-category balances (totals grouped by category).
categories.getGet a single transaction category by its UUID.
categories.listList the user's transaction categories.
credit_card_bills.listList the user's credit-card bills (faturas) aggregated from Open Finance card accounts.
financial_analysis.getGet a single financial analysis report by its UUID.
financial_analysis.latestGet the user's latest financial analysis report.
financial_methods.getGet a single financial method by its UUID.
financial_methods.listList the user's financial methods (payment methods / accounts).
financial_records.getGet a single financial record (transaction) by its UUID.
financial_records.listList the user's financial records (transactions).
goals.getGet a single financial goal by its UUID.
goals.listList the user's financial goals.
installments.listList the user's active installment plans (compras parceladas).
investments.listGet the user's investment portfolio.
investments.transactionsList the user's investment transactions.
open_finance.accountsList the user's Open Finance accounts for a given consent.
open_finance.brandsList the Open Finance brands (financial institutions) available to connect.
open_finance.consentsList the user's Open Finance consents (linked-institution authorizations).
reminders.getGet a single reminder by its UUID.
reminders.listList the user's reminders.