finly
Finly is an AI-powered personal finance intelligence server for Claude and MCP-enabled assistants.
От сообщества: Добавлен пользователем или импортирован; проверьте владельца перед подключениемРаботаетБез входаГлобальныйБесплатноТолько чтение
Что умеет
- Get User Context: Get the authenticated Finly user's preferred currency and monetary-value conventions.
- Get Financial Summary: Get transaction income, spending, remaining balance, all-time balance, and loan-adjusted balance in USD. Defaults to the current month.
- List Expenses: List recent expenses or income. The amount field is converted to the user's preferred USD; originalAmount and originalCurrency preserve the entered value.
Какие данные видит
Нужен ли аккаунт
Не нужен: сервер работает без входа
Finly is an AI-powered personal finance intelligence server for Claude and MCP-enabled assistants. Connect your finances to ask real-time financial questions, log expenses naturally, forecast cashflow, and receive proactive budget insights.
✨ Key Capabilities & Tools
- 💳 Expense Management: Log, query, and automatically categorize transactions via natural language.
- 🛡️ Safe-to-Spend Engine: Instantly calculate your daily and monthly safe-to-spend limits before making purchase decisions.
- 📊 Smart Budgets & Spend Velocity: Track budget health, detect overspending pace early, and set adaptive limits.
- 🔮 Cashflow & Impact Simulations: Simulate large purchases to see their exact impact on future savings and month-end balances.
- 🎯 Goals & Debt Payoff: Track progress toward active savings goals and calculate accelerated debt payoff timelines.
- 👥 Bill Splitting & Lending: Manage loans, split shared household bills, and track IOUs seamlessly.
- 📅 Calendar & Recurring Bills: Identify upcoming subscriptions, recurring commitments, and cashflow dips.
🔒 Privacy & Authentication
Finly implements secure OAuth 2.0 PKCE authentication and strict per-user financial isolation. Your financial data remains encrypted and private.
Как подключить
Как подключить finly к Claude
Адрес сервера, который нужно вставить в настройках Claude:
https://finly--sajjad08.run.tools
- Откройте Claude (сайт claude.ai или приложение для компьютера).
- Перейдите в Настройки → Коннекторы (в английском интерфейсе: Settings → Connectors).
- Нажмите Добавить пользовательский коннектор (Add custom connector).
- Вставьте адрес сервера, скопированный ниже, в поле URL удалённого MCP-сервера и нажмите Добавить.
- В чате нажмите + → Коннекторы и включите новый коннектор.
Пользовательские коннекторы доступны на тарифах Free, Pro, Max, Team и Enterprise. На Free можно добавить только один. В Team и Enterprise коннектор сначала добавляет владелец организации в Настройки организации → Коннекторы.
Авторизация
После нажатия Добавить откроется окно входа в сервис. Войдите под своим аккаунтом и подтвердите доступ. Пароль Claude не видит.
Как подключить finly к ChatGPT
Адрес сервера, который нужно вставить в настройках ChatGPT:
https://finly--sajjad08.run.tools
- Откройте ChatGPT в браузере (chatgpt.com). Нужен тариф Plus, Pro, Business, Enterprise или Edu.
- Один раз включите режим разработчика: Настройки → Приложения → Дополнительные настройки → Режим разработчика (Settings → Apps → Advanced settings → Developer mode).
- Откройте Настройки → Коннекторы и нажмите Создать (Create).
- Заполните форму: Название (любое), Описание (одна фраза, что делает сервис), URL MCP-сервера (скопируйте ниже).
- В поле Аутентификация выберите OAuth, если сервис требует вход, иначе Нет. Нажмите Создать.
- В новом чате откройте + → Приложения/Коннекторы и включите коннектор.
Название раздела у OpenAI менялось (Connectors → Apps/Plugins). Если пункт называется иначе, ищите «режим разработчика» в настройках. В рабочих пространствах Business/Enterprise администратор должен разрешить пользовательские коннекторы.
Авторизация
При первом использовании ChatGPT откроет окно входа в сервис. Войдите и подтвердите доступ.
Как подключить finly к Cursor
Адрес сервера, который нужно вставить в настройках Cursor:
https://finly--sajjad08.run.tools
Быстрый способ: нажмите кнопку Открыть в Cursor ниже, Cursor сам предложит добавить сервер.
Вручную:
- В Cursor откройте Settings → Cursor Settings → MCP и нажмите Add new global MCP server.
- Вставьте JSON, скопированный ниже, в открывшийся файл
~/.cursor/mcp.json(для одного проекта:.cursor/mcp.jsonв корне проекта). - Сохраните файл. Сервер появится в списке MCP; при необходимости пройдите авторизацию по кнопке рядом с ним.
Авторизация
Если сервис требует вход, рядом с сервером в списке MCP появится кнопка авторизации.
Список инструментов сервера (41)
Технические названия из tools/list. Нужны только разработчикам.
| get_user_context | Get the authenticated Finly user's preferred currency and monetary-value conventions. |
| get_financial_summary | Get transaction income, spending, remaining balance, all-time balance, and loan-adjusted balance in USD. Defaults to the current month. |
| list_expenses | List recent expenses or income. The amount field is converted to the user's preferred USD; originalAmount and originalCurrency preserve the entered value. |
| add_expense | Add a new expense or income transaction. Amount defaults to USD ($); foreign currencies are converted using the rate on the transaction date. |
| check_budgets | Get budgets with actual spending, remaining amount, and usage percentage in USD for a date range. Defaults to the current month. |
| can_i_afford | Evaluate whether the user can afford a proposed purchase in USD. Simulates liquid cash, safe-to-spend buffer, and monthly savings surplus. |
| list_financial_accounts | List cash, bank, investment, property, credit, and loan account balances, plus assets, liabilities, and net worth converted to the user's preferred USD. |
| list_categories | List available expense and income categories, including parent-child relationships. |
| list_money_loans | List money the user lent or borrowed in USD, with person, amount, due date, and settlement status. |
| list_recurring_bills | List detected subscriptions and recurring bills in USD, with amount, cadence, and next due date. |
| list_savings_goals | List savings goals in USD with target, saved amount, remaining amount, progress, target date, and status. |
| search_history | Search the authenticated user's receipts, notes, and chat history |
| forecast_cashflow | Forecast the end-of-month balance in USD, factoring in spending trends and upcoming recurring bills. Defaults to the current month. |
| simulate_spend | Answer "Can I afford this?" — simulate a hypothetical spend in USD to see the impact on month-end balance and matching budgets. |
| weekly_digest | Get a summary of this week's spending in USD, including top category, largest expense, and an actionable tip. |
| detect_anomaly | Check the user's most recent expense for unusual spending patterns — flags charges that are significantly above their baseline. |
| optimize_subscriptions | Detect subscription price hikes and trial endings in recurring bills. Returns actionable findings in USD. |
| compare_months | Compare income, expenses, and spending categories between two months in USD. |
| spending_streak | Track how many consecutive days the user has stayed at or under a daily spending limit in USD. Great for building spending discipline. |
| split_bill | Log a group bill as one expense for the full amount in USD and create 'lent' money-loan entries for what each other participant owes the user. |
| set_budget | Set or update a budget with a name and optional category. Amount is in USD. |
| save_money_loan | Create a new lending or borrowing entry, or update an existing one by id or person name. Amounts are in USD. |
| delete_money_loan | Delete a lending or borrowing entry by id or person name. |
| create_smart_rule | Create a rule that automatically assigns a category to future expenses/income matching a merchant or description pattern. |
| list_smart_rules | List smart rules that automatically categorize expenses or income based on merchant/description patterns. |
| delete_smart_rule | Delete a smart auto-categorization rule by id. |
| set_savings_goal | Create or update a savings goal and compute on-track progress. Amounts are in USD. |
| add_savings_contribution | Add a contribution amount (in USD) to an existing savings goal. |
| get_bill_flow_calendar | Return projected recurring bills and recorded income/expenses for a date range. |
| get_finance_dashboard | Return the calculations that power the Financial Command Center, including safe-to-spend, net worth, income, commitments, coaching, review, debt payoff, goals, and timeline. |
| preview_statement_import | Create a deduplicated preview from already-parsed statement rows. Call commit_statement_import after reviewing it. |
| commit_statement_import | Persist the new and possible-duplicate rows from a statement import preview. |
| list_statement_imports | List statement imports and their preview/completion status. |
| get_monthly_report | Return the transaction data and totals used for the monthly statement report. |
| get_tax_report | Return annual expense categories and transaction details used for the tax export. |
| update_expense | Update a transaction while preserving currency conversion, category normalization, tags, and account-balance accuracy. |
| delete_expense | Delete one transaction and reverse its primary-account balance impact. |
| bulk_delete_expenses | Delete multiple transactions and reverse each account-balance impact. |
| export_expenses | Export transactions for a date range as structured records or CSV text. |
| manage_category | Create, update, or delete an expense or income category. |
| manage_account | Create, update, or delete a financial account. |