Finance Personal Assistant
mcp · by beprith
Local implementation of the Model Context Protocol (MCP) server for simulating financial‑data interactions. It is intended for developers who need a secure, simplified environment for testing applications without connecting to live financial systems or user data.
No known CVEs
MIT license
Stale
Last commit 385d ago
Works with most clients
Transport: stdio, sse, http
6 tools · ~324 tok
Grade A · 0.2% of 200K ctx
MCPpedia last refreshed this data
Finance Personal Assistant is an MCP server that local implementation of the Model Context Protocol (MCP) server for simulating financial‑data interactions. It is intended for developers who need a secure, simplified environment for testing applications without connecting to live financial systems or user data. Its tool list has not been published yet over stdio, sse and http, requires no API key, and scores 75/100 on MCPpedia's security, maintenance and efficiency rubric.
Step 1
Install in your client
Config is the same across clients — only the file and path differ.
CD
Supported in Claude Desktopstdio, sse, http · Node 18+
Paste into ~/Library/Application Support/Claude/claude_desktop_config.json
{
"mcpServers": {
"finance-personal-assistant": {
"args": [
"mcp"
],
"command": "uvx"
}
}
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[](https://mcppedia.org/s/finance-personal-assistant)
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What Finance Personal Assistant does
This project provides a lightweight, local implementation of the Model Context Protocol (MCP) server for simulating financial‑data interactions. It is intended for developers who need a secure, simplified environment for testing applications without connecting to live financial systems or user data.
Test This Server
Run this in your terminal to verify the server starts. Then let us know if it worked — your result helps other developers.
uvx 'mcp' 2>&1 | head -1 && echo "✓ Server started successfully"
After testing, let us know if it worked:
Scored, not listed
Why this score
Five weighted categories — click any category to see the underlying evidence.
Score breakdown
75/100across 5 weighted dimensions
0255075100
30
20
15
10
−25
Security
Maintenance
Efficiency
Documentation
Compatibility
Categoriesclick a row to see evidence
Security
OSV.dev6 fixed
CVE-2026-59950high · fixed
MCP Python SDK: WebSocket server transport does not support Host/Origin validation
### Summary In affected versions, the deprecated WebSocket server transport (`mcp.server.websocket.websocket_server`) accepted the WebSocket handshake without applying any `Host` or `Origin` header validation. The `TransportSecuritySettings` mechanism that the SSE and Streamable HTTP transports use for this purpose was not wired into the WebSocket transport, so there was no SDK-level way to restrict which origins could connect. ### Am I affected? Only if a developer's application server exposes
CVE-2026-52869high · fixedCVSS 7.1
MCP Python SDK: HTTP transports serve session requests without verifying the authenticated principal
### Summary In affected versions, the SSE and Streamable HTTP server transports routed incoming requests to an existing session based only on the session identifier, without verifying that the request was authenticated as the same principal that created the session. Anyone who learned or guessed a session ID could send JSON-RPC messages on that session, regardless of which bearer token the request carried. ### Am I affected? Only if a developer's application server uses an HTTP transport (SSE,
CVE-2026-52870high · fixedCVSS 7.6
MCP Python SDK: Experimental task handlers allow any client to access and cancel other clients' tasks
### Summary In affected versions, the default request handlers installed by the experimental tasks feature (`server.experimental.enable_tasks()`) did not check which session created a task before acting on it. On a server with more than one connected client, any client could observe, read results from, and cancel tasks belonging to other clients. ### Am I affected? Only if the developer's application server calls `server.experimental.enable_tasks()`. If `grep -r enable_tasks` over their codebas
CVE-2025-66416high · fixed
Model Context Protocol (MCP) Python SDK does not enable DNS rebinding protection by default
### Description The Model Context Protocol (MCP) Python SDK does not enable DNS rebinding protection by default for HTTP-based servers. When an HTTP-based MCP server is run on localhost without authentication using `FastMCP` with streamable HTTP or SSE transport, and has not configured `TransportSecuritySettings`, a malicious website could exploit DNS rebinding to bypass same-origin policy restrictions and send requests to the local MCP server. This could allow an attacker to invoke tools or ac
CVE-2025-53366high · fixed
MCP Python SDK vulnerability in the FastMCP Server causes validation error, leading to DoS
A validation error in the MCP SDK can cause an unhandled exception when processing malformed requests, resulting in service unavailability (500 errors) until manually restarted. Impact may vary depending on the deployment conditions, and presence of infrastructure-level resilience measures. Thank you to Rich Harang for reporting this issue.
Inventory
Tools (6)
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~324 tokens total
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Frequently Asked Questions
- Is Finance Personal Assistant safe to use?
- Finance Personal Assistant has no known CVEs as of the latest MCPpedia security scan. It requires authentication to connect, which limits unauthorized access. Licensed under MIT.
- How do I install Finance Personal Assistant?
- Finance Personal Assistant supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.
- What can Finance Personal Assistant do?
- Finance Personal Assistant provides 6 tools: authenticate_user, fetch_net_worth, fetch_credit_report, fetch_bank_transactions, fetch_epf_details and 1 more. See the full tools list on the server page for descriptions and parameters.
- What AI clients work with Finance Personal Assistant?
- Finance Personal Assistant is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse and http transport.
- Is Finance Personal Assistant actively maintained?
- Finance Personal Assistant is not actively maintained — last commit was 385 days ago. It has 2 GitHub stars.
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