MCP 服务器

CashBFF MCP

CashBFF is a personal-finance MCP server for Claude. Connect your bank through Plaid and ask Claude about your real money in chat.

README

<div align="center"> <img src="https://cashbff.com/icon.png" alt="CashBFF" width="88" height="88"> <h1>CashBFF MCP Server</h1> <p><strong>Talk to your money inside Claude.</strong></p> <p> <a href="https://cashbff.com">Website</a> · <a href="https://cashbff.com/security">Security</a> · <a href="https://cashbff.com/privacy">Privacy</a> · <a href="https://cashbff.com/terms">Terms</a> </p> </div>

What it is

CashBFF is a personal finance MCP (Model Context Protocol) server. You connect your bank through Plaid, then ask Claude (or any MCP client) about your money in plain language: your balances, what is coming up, whether you can afford something, and where your cash goes. It runs as a hosted remote server, so you connect once and start asking.

Website: https://cashbff.com
MCP endpoint: https://api.cashbff.com/mcp
Transport: Streamable HTTP
Auth: OAuth 2.0 with PKCE and Dynamic Client Registration (you sign in with your phone)

Connect

CashBFF is a remote server. Most MCP clients connect through the mcp-remote bridge, which opens your browser for sign in and manages tokens for you.

{
  "mcpServers": {
    "cashbff": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://api.cashbff.com/mcp"]
    }
  }
}

Clients that support remote HTTP with OAuth directly (such as Claude Desktop and the claude.ai connector) can use the native form:

{
  "mcpServers": {
    "cashbff": {
      "type": "streamable-http",
      "url": "https://api.cashbff.com/mcp"
    }
  }
}

On first connect, your browser opens to sign in with your phone number and approve access. A CashBFF Talk subscription is required to connect, and you can start a free trial at cashbff.com.

Tools

CashBFF exposes 17 tools: 8 that read your money and 9 that write. Every write previews the change and waits for your confirmation before anything happens.

Read

Tool	What it does
`get_my_money_snapshot`	A full overview: running balance, recurring, upcoming, and recent transactions.
`get_my_balances`	Your current cash on hand and card balances.
`get_my_upcoming`	Scheduled and recurring items coming up.
`get_my_runway`	How long your money lasts at the current pace.
`get_balance_on_date`	Your projected balance on a specific date.
`get_calendar_view`	A calendar of money events across a date range.
`search_my_transactions`	Find transactions by merchant, category, or amount.
`list_recurring_suggestions`	Recurring patterns CashBFF detected, ready for you to confirm.

Write (each asks for confirmation)

Tool	What it does
`add_goal`	Add a savings or payoff goal.
`add_transaction_note`	Record an off-bank note, such as cash you handed someone.
`add_scheduled_transaction`	Add expected income or an expense on a date.
`edit_scheduled_transaction`	Edit an item you created.
`delete_scheduled_transaction`	Remove an item you created.
`mark_transaction_reimbursable`	Flag a transaction as reimbursable.
`confirm_recurring_suggestion`	Confirm a detected recurring pattern.
`add_recurring_stream`	Add a recurring income or expense stream.
`update_recurring`	Update a recurring item.

Safety and privacy

You stay in control. Reads are read only, and every write shows you the change and waits for your yes.
Bank transactions stay exactly as your bank reports them through Plaid. CashBFF reads and organizes, and your money stays where it is.
Bank connections are handled by Plaid. CashBFF uses your data to answer your questions and nothing more.
More detail lives on security, privacy, and terms.

Troubleshooting

The connector will not connect. Confirm the URL is exactly https://api.cashbff.com/mcp. On first connect a browser window opens to sign in.
Sign-in. You sign in with your phone number, then the one-time code sent to it. A CashBFF Talk subscription is required to connect; a free trial is available at cashbff.com.
"Authorization failed" or the connection drops. Remove the connector and add it again to run a fresh sign-in. Access tokens refresh automatically once connected.
A tool returns "not authenticated." Your session expired; reconnect the server.
No data appears. Connect a bank through CashBFF first so there is data to read. Reviewers can use the provided test account, which is preloaded with sample data.
Still stuck? Email daksh@cashbff.com.