ai.metabind/banking-assistant

up checked 2026-11-11T05:38:25.942Z

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Publisher-provided title

Banking Assistant (Metabind demo)

Publisher-provided description

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

Summary by lookupd

Lets an agent query personal finance data: net worth history, categorized spending, transactions, and recurring subscriptions, shown as…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Codex, remote (streamable-http)

codex mcp add banking-assistant --url https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "banking-assistant": {
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Publisher-provided text

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 p
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
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 lo
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
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

Shows this live status and links here; updates hourly.

[![lookupd status](https://lookupd.com/badge/ai.metabind/banking-assistant.svg)](https://lookupd.com/servers/ai.metabind/banking-assistant)