Best MCP servers for personal finance (2026)
Best MCP servers for personal finance in 2026: Era, PocketSmith, Finary, Wallet, Scalable Capital, Schwab and YNAB community servers compared on access.
Developers and MCP
The MCP server, OAuth and API keys, and the tools agents can call.
Is there open source AI wealth management?
No mainstream open-source AI wealth platform exists yet. Era Context runs on MCP, an open standard, so your finances work with any AI client, not one vendor.
Context MCP server documentation
Server URL, transport, authentication, and every tool your assistant can call.
Your agent, your choice: why Era is client-agnostic
Era works with any MCP-compatible AI client — Claude, ChatGPT, OpenClaw, Gemini, and more. Switch anytime. Your data, rules, and memory stay with Era.
Era Context MCP server and REST API for developers
Era Context is an MCP server and REST API for your money. Ask Claude Code, Cursor or VS Code about your accounts, or call it from your own code with an API key.
What is the Model Context Protocol (MCP)?
The Model Context Protocol (MCP) is an open standard that lets AI assistants connect to your data and tools. Learn what MCP means for personal finance and why Era built on it.