MCP server
Banking Assistant (Metabind demo)
ai.metabind/banking-assistant
Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
Working at last checkVerified publisher: metabind.aiAbout 5,651 tokens per request once connected9 tools
https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
At a glance
- Type
- MCP server
- Publisher
- metabind.ai (verified by the MCP Registry)
- Status
- Working at last check
- Tools
- 9
- Token cost
- About 5,651 tokens per request
- Sets up in
- Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok
- Last checked
- 26 Oct 2026, 08:29 UTC
Connect it to your agent
Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.
Claude Code
claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
Claude Desktop
Settings → Connectors → Add custom connector, and paste the URL.
Codex (config.toml)
[mcp_servers.banking-assistant] url = "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
Gemini CLI
{"mcpServers":{"banking-assistant":{"httpUrl":"https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"}}}
Cursor
{"mcpServers":{"banking-assistant":{"url":"https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"}}}
VS Code
{"servers":{"banking-assistant":{"type":"http","url":"https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"}}}
Antigravity
agy mcp add banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
ChatGPT
Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.
OpenAI API (Responses tools)
{"type":"mcp","server_label":"banking-assistant","server_url":"https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl","require_approval":"always"}
Grok (xAI API tools)
{"type":"mcp","server_label":"banking-assistant","server_url":"https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"}
Tools
get_net_worth~362 tokens
Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.get_spending_breakdown~179 tokens
Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.get_subscriptions~99 tokens
Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.get_transactions~455 tokens
Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.net_worth_trend~701 tokens
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 tspending_breakdown~907 tokens
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 catsubscriptions~694 tokens
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~1070 tokens
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 mtrend_card~1184 tokens
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
Related MCP servers
- PivotBank
Convert bank statement PDFs to Excel, CSV, OFX or QBO, every row checked against the balances. - Metabind Docs
Search and read the Metabind documentation: MCP Apps, BindJS, the SDKs, the CLI, and the APIs. - Senaro Personal Finance
Credit card payoff, mortgages, refinancing, 401(k), rent vs buy. Every rule and default is cited. - Mob (Demo)
Ephemeral no-signup demo of Mob, an AI-first personal CRM you run in natural language. - RightCard
Which of your credit cards to use at any store, from verified bank data. No bank login. - Poupa AI
Personal finance by Poupa AI. Read balance grouped by bank/category/card/month, transactions filtere - Dhanvrit Finance
Personal finance assistant: track accounts, expenses, cash flow forecasts, and subscriptions. - BankBridge
Read-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.
Badge for your README
[](https://aptlynx.net/servers/ai.metabind/banking-assistant)
Listing text is written by the maker; AptLynx lists tools and does not vouch for them. Find another tool · Browse by topic · For agents