**Finly** is an AI-powered personal finance intelligence server for Claude and MCP-enabled assistants. Connect your finances to ask real-time financial questions, log expenses naturally, forecast cashflow, and receive proactive budget insights. ### โจ Key Capabilities & Tools - ๐ณ **Expense Management**: Log, query, and automatically categorize transactions via natural language. - ๐ก๏ธ **Safe-to-Spend Engine**: Instantly calculate your daily and monthly safe-to-spend limits before making purchase decisions. - ๐ **Smart Budgets & Spend Velocity**: Track budget health, detect overspending pace early, and set adaptive limits. - ๐ฎ **Cashflow & Impact Simulations**: Simulate large purchases to see their exact impact on future savings and month-end balances. - ๐ฏ **Goals & Debt Payoff**: Track progress toward active savings goals and calculate accelerated debt payoff timelines. - ๐ฅ **Bill Splitting & Lending**: Manage loans, split shared household bills, and track IOUs seamlessly. - ๐ **Calendar & Recurring Bills**: Identify upcoming subscriptions, recurring commitments, and cashflow dips. ### ๐ Privacy & Authentication Finly implements secure OAuth 2.0 PKCE authentication and strict per-user financial isolation. Your financial data remains encrypted and private.
Not monetized yet
Turn finlyโs tool calls into revenue: one disclosed sponsored slot, 70% revenue share, fail-open by design.
Install finly
For anyone using finly โ no Lulu account neededclaude mcp add --transport http finly https://finly--sajjad08.run.tools
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View server โFAQ
Run: claude mcp add --transport http finly https://finly--sajjad08.run.tools
Yes โ itโs a remote MCP server, so no local install is needed.
ChatGPT: Settings โ Connectors โ Advanced โ Developer mode โ Add connector, then paste https://finly--sajjad08.run.tools.
Claude.ai: Settings โ Connectors โ Add custom connector, then paste the same URL.
Unrated out of 100, computed from cross-registry traction signals (installs, stars, registry presence) โ never influenced by sponsorship.
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Works well together