PocketSmith (read-only)
Read-only: transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.
Servidor MCP · de pocketsmith.com
Resumo
PocketSmith (read-only) é um servidor MCP publicado por pocketsmith.com. Marketplaces que lemos e que o listam: 1 (Official MCP Registry). Vimos pela primeira vez em 2026-10-31 e não registramos mudanças desde então. Conforme nossa passagem pelos marketplaces em 2026-11-03.
O que pede
- Roda remotamente
Nenhum dos marketplaces que lemos publica as ferramentas ou as configurações que ele pede.
O que declara, pede e executa, por completo
Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.
Funciona com
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
Um link de um clique abre o cliente, que pede confirmação antes de adicionar o servidor.
Pelos marketplaces que o listam e pelo transporte MCP que declara, conforme cada cliente documenta. Não testamos plugins.
Conectar
Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.
Como servidor MCP remoto
Gerado a partir do que Official MCP Registry declara.
claude mcp add --transport http mcp-readonly https://mcp-readonly.pocketsmith.com/mcp[mcp_servers.mcp-readonly]
url = "https://mcp-readonly.pocketsmith.com/mcp"{
"mcpServers": {
"mcp-readonly": {
"url": "https://mcp-readonly.pocketsmith.com/mcp"
}
}
}Onde está publicado
| Marketplace | Status | Versão | Números | Verificado | Visto pela primeira vez |
|---|---|---|---|---|---|
| Official MCP Registry (Abrir o registro) | Listado | 0.1.0 | Nenhum número publicado | Sem marcação |
Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.
O que mudou
- Passou a ser um produto que acompanhamos
- Official MCP Registry: apareceu
Plugins semelhantes
Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.
-
Work with transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.
-
Ask your AI about bank accounts, spending, budgets, debts, holdings, and investment activity.
-
Chat with your bank data: balances, transactions, budgets, bills. Reads only, never moves money.
-
Personal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.
-
Read-only personal finance for AI agents: budgets, receipts, net worth, bills. OAuth 2.1.
-
Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.
-
ZenMoney (Дзен-мани) finance for AI agents: transactions, reports, budgets, debts
-
Household finance memory, budgets, transactions, and monthly reviews for AI assistants.
-
MCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more
-
Personal finance tracker: wallets, transactions, debts, plans and spending summaries.
Plugins semelhantes por marketplace
A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste plugin?
Listado em Claude Code: claude-plugins-community (5)
-
Personal finance ledger for AI agents. Connect your bank accounts via Plaid, then query spending, track recurring bills, categorize transactions, and get financial recaps — all…
-
Datarails FinanceOS plugin for financial planning and analysis - 17 skills, 8 commands, 8 agents with remote MCP connector for Datarails platform.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis. Connects to the hosted TRES Finance MCP…
-
AI-native UK accounting for limited companies and sole traders. Track transactions, manage VAT, monitor HMRC deadlines, log expenses, and handle invoices through natural language…
Listado em Claude Code: claude-plugins-official (5)
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain language, e.g., set up invoices from a PO, onboard suppliers from…
-
QuickBooks business insights and actions: financial health briefings across P&L, cash flow, balance sheet and A/R, industry benchmarking, payroll cost analysis, overdue-invoice…
Listado em Claude: knowledge-work-plugins (5)
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Streamline finance and accounting workflows, from journal entries and reconciliation to financial statements and variance analysis. Speed up audit prep, month-end close, and…
-
Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain language, e.g., set up invoices from a PO, onboard suppliers from…
Listado em Codex: openai-curated (openai/plugins) (5)
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
Bring operational data and context into the flow of your ChatGPT conversations. You can ask questions, create and update records, and analyze your data—all through conversation…
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Analyze Mixpanel data with the mixpanel_headless Python SDK and Codex skills.
-
PostHog gives your AI agent direct access to your product analytics, feature flags, experiments, error tracking, surveys, logs, and LLM analytics. Ask questions about your data…
Listado em Community GitHub marketplaces (4)
-
Personal finance ledger for AI agents. Connect bank accounts via Plaid, query spending, track recurring bills, categorize transactions, and get financial recaps through MCP tools…
-
BankMCP™ for Claude Code: /bank:setup walks you through installing it locally, /bank:deploy through hosting it; plus a skill with account mapping, categorisation rules and a…
-
Private, self-hosted family-office workflows for research, quantitative analysis, portfolio strategy, and financial operations.
-
coupler-finance
Finance analytics over your Coupler.io data.
Listado em Copilot CLI: github/awesome-copilot (5)
-
Query Anarlog meetings locally, or connect through OAuth to read opted-in Cloud snapshots.
-
Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.
-
See your local Copilot token usage by day, model, and session, and get tips to use it more efficiently.
-
Accept payments and grow your business. Stripe's agent plugin includes best practices, upgrade guidance, and our MCP server.
-
See exactly where your own GitHub Copilot AI credits go: dollars by day, repository, model, call type and prompt-cache state, built privately on your computer from your Copilot…
Listado em Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
model-apps
Build and deploy Power Apps generative pages for model-driven apps with specialist agents for planning, entity creation, and parallel code generation. Requires PAC CLI >= 2.7.0…
Listado em Cursor: cursor/plugins (5)
-
Read your net worth, accounts, holdings, spending, and budgets.
-
Query expenses, receipts, bills, cards, and travel.
-
Read and write invoices, contacts, reports, and payroll.
-
Link your bank, card, and investment accounts through Plaid so Grok can answer questions about balances, spending, subscriptions, and investments. You'll share contact details…
-
Access your OnePay accounts: balances, transactions, credit, Pay Later, investments, crypto, and rewards.
Listado em Docker MCP Catalog (5)
-
Tools for cross-border payments, taxes, and compliance.
-
Interact with Stripe services over the Stripe API.
-
Read and write access to Airtable database schemas, tables, and records.
-
Tools for accessing the Manifold Markets online prediction market platform.
-
A Model Context Protocol Server connector for Bitrefill public API, to enable AI agents to search and shop on Bitrefill.
Listado em Official MCP Registry (5)
-
Work with transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.
-
Ask your AI about bank accounts, spending, budgets, debts, holdings, and investment activity.
-
Chat with your bank data: balances, transactions, budgets, bills. Reads only, never moves money.
-
Personal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.
-
Read-only personal finance for AI agents: budgets, receipts, net worth, bills. OAuth 2.1.
Listado em PyPI (MCP servers) (5)
-
MCP server for Monarch Money — accounts, transactions, budgets, cashflow, investments, and more
-
Query and update Monarch Money accounts, transactions, and budgets
-
avenir-mcp io.github.mathbeal/avenir-mcp
Unofficial MCP server for YNAB: read-only by default, every change previewed and undoable.
-
ramp com.mcparmory/ramp
Manage expenses, corporate cards, accounts payable, and accounting integrations
-
Read-only access to comdirect accounts, transactions, depots, orders and postbox documents.
Listado em npm registry (MCP servers) (5)
-
MCP server for managing LunchMoney personal finances: transactions, budgets, categories, and more.
-
MCP server exposing Actual Budget accounts, transactions, budgets and reporting to LLM assistants.
-
next-finance io.github.paivapiovesan/next-finance
MCP Server for NEXT Finance ERP (finance.net.br) — browser login, wallets, accounts, transactions.
-
creditkarma-mcp io.github.chrischall/creditkarma-mcp
Credit Karma transactions for Claude — spending by category, merchant, and account summary
-
bexio-mcp-server io.github.PromptPartner/bexio-mcp-server
Swiss accounting integration for Bexio. 315 tools: invoices, contacts, projects, account balances
Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.
Quer esta marca no seu plugin em nosso catálogo?
Prove que o mantém com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS, e você poderá mostrar esta marca na ficha, com banners ao vivo para o seu site e o README. Como funciona a verificação
Você também recebe alertas quando um marketplace o publica, o remove, muda a marca de verificado ou o que ele pede, e o endpoint remoto passa a ser monitorado como um serviço web.
Dados de Official MCP Registry. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.