Finance-personal-assistant

Overview

This is a lightweight Python implementation of an MCP server designed for developers who need a secure, simplified environment for testing financial applications. It provides dummy authentication and pre-canned financial data through JSON files, including net worth, credit reports, bank transactions, and mutual fund data. The server exposes these datasets as MCP tools that can be easily invoked through stdio transport.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• authenticate_userauthenticate_user(phone_number: str)

  Dummy login check using phone number

  Try:Login with phone number 2222222222Try:Authenticate user 1111111111
• fetch_net_worthfetch_net_worth(phone_number: str)

  Net-worth summary including assets and liabilities

  Try:Show me my net worthTry:What's my current financial position
• fetch_credit_reportfetch_credit_report(phone_number: str)

  Credit score and account details

  Try:What's my credit scoreTry:Show me my credit report details
• fetch_bank_transactionsfetch_bank_transactions(phone_number: str)

  Full bank-statement style transaction list

  Try:Show me my recent bank transactionsTry:List all my bank account activity
• fetch_epf_detailsfetch_epf_details(phone_number: str)

  EPF balance and employment history

  Try:What's my EPF balanceTry:Show my EPF contribution history
• fetch_mf_transactionsfetch_mf_transactions(phone_number: str)

  Mutual-fund buy/sell history

  Try:Show my mutual fund transactionsTry:List all my mutual fund investments

Comparable tools

Installation

pip install mcp mcp-inspector

python main_mcp.py

{
  "mcpServers": {
    "local-financial-mcp": {
      "command": "python",
      "args": ["main_mcp.py"]
    }
  }
}

pip install fastmcp

fastmcp dev main_mcp.py

{
  "servers": {
    "local-financial-mcp": {
      "transport": "stdio",
      "command": "python",
      "args": ["main_mcp.py"],
      "cwd": "<path-to-project-root>"
    }
  }
}

FAQ

How does authentication work?

Authentication is dummy-based - login succeeds if the phone number matches a directory in `test_data_dir/`. Valid examples include 1111111111, 2222222222, etc.

Can I add my own financial data?

Yes, you can add more JSON data in the test_data_dir structure, organized by phone number directories.

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