financial-agent

Enables AI agents to manage personal finances with deterministic, grounded tools for cash-flow projection, drift detection, reconciliation, and Todoist integration. All figures trace back to a local SQLite database.

→ albeorla/personal-finance-agent · listed on glama

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// key findings

✅

No credential exfiltration, no sensitive file access, no obfuscation

Static analysis found nothing flowing your secrets to unexpected places.

✅

Open source with a license and README

Anyone can audit the code, the license is declared, and the publisher documents what it does.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configFINANCE_AGENT_ENV— path to a .env file the server loads at startup.

configFINANCE_WORKING_ACCOUNT— substring matched against account names to pick

configFINANCE_AGENT_DB_PATH— path to the SQLite database to use.

configFINANCE_AGENT_UI_PORT

// full audit trail

The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.

// improvement guidance — verified publishers only

We have 4 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

// embed badge in your README

[![M8ven Score](https://m8ven.ai/badge/mcp/albeorla-personal-finance-agent-gou1xo)](https://m8ven.ai/mcp/albeorla-personal-finance-agent-gou1xo)

commit: 08fcebae4e596e418ccfc5aee337bb38188c39f5

code hash: 1fed8c8fb15d8b7983c0a5a4dd4b01209e98e4cfe159767b4a08e1959676f929

verified: 6/24/2026, 9:39:26 AM

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