All servers · Payments & accounting

Banking Assistant (Metabind demo)

ai.metabind/banking-assistant · v0.0.17

Measured by MCP Station

Description written by the publisher, not verified

Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.

Connect

claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

{
  "mcpServers": {
    "banking-assistant": {
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

Tools as reported by the server

• get_net_worth
  Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.
• get_spending_breakdown
  Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.
• get_subscriptions
  Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.
• get_transactions
  Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.
• net_worth_trend
  Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is t
• spending_breakdown
  Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular cat
• subscriptions
  Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data.
• transaction_list
  Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how m
• trend_card
  Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last

Tool changes

• 2026-10-21: get_net_worth, get_spending_breakdown, get_subscriptions, get_transactions, net_worth_trend, spending_breakdown, subscriptions, transaction_list, trend_card
• 2026-10-16: get_net_worth, get_spending_breakdown, get_subscriptions, get_transactions, net_worth_trend, spending_breakdown, subscriptions, transaction_list, trend_card

Repository · Website · JSON · Text for agents · Registry updated 2026-09-27