# Banking Assistant \(Metabind demo\)

- Registry name: `ai.metabind/banking-assistant` · version 0.0.17
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): extensions, resources, tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=ai.metabind%2Fbanking-assistant
- Server page: https://mcpstation.net/s/ai.metabind--banking-assistant.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl`

## Tools (as reported by the server, not verified)

- `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

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