Model Context Protocol · For developers & AI users

The personal finance MCP server

Give Claude, ChatGPT, and any MCP-compatible assistant read-only access to your finances. Ask about net worth, compare salary and tax outcomes across countries, and run retirement projections from one API key.

Get your free API key View the tools

Read-only · Scoped API keys · Works with Claude, Cursor & more

AI assistant · PopaDex MCP

Analyze my net worth over the last 12 months and suggest 3 ways to improve my savings rate.

Calling get_net_worth_summary…

Net worth is up +8.4% (€12,300) over 12 months, driven mostly by investment growth.

Cash is 31% of assets, above your target band.
Savings rate dipped in Q1; auto-transfers could recover it.
Fees on one account are above peers for its balance.

Works with your AI assistant

PopaDex is a remote MCP server, so it works with any MCP-compatible client. Add the server URL and your API key, and your assistant can call PopaDex finance tools inside your normal chat flow.

Claude Desktop
Cursor
Cline
Any client that supports remote MCP servers

~/.config/mcp.json

{
  "mcpServers": {
    "popadex": {
      "url": "https://app.popadex.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_POPADEX_API_KEY"
      }
    }
  }
}

Eleven finance tools, one API key

Every tool is read-only and returns structured output with currency and date context, so your assistant can work with the numbers reliably.

Public calculators API key only, no account needed

run_salary_comparison
Compare salary taxation and net pay for a country.
run_tax_estimate
Estimate income tax and social contributions for a salary.
run_retirement_projection
Project retirement savings against a target spending horizon (FIRE-style).
compare_disposable_income
Rank disposable income across countries from one gross income.
build_budget_sankey
Build a monthly budget flow (Sankey) from allocation percentages.

Your portfolio Connect your PopaDex account

get_net_worth_summary
Net worth totals and trend for a date range.
get_account_allocation
Account allocation by type for a given date.
get_portfolio_total_value
Current total portfolio value from your latest records.
get_portfolio_performance
Per-asset-type performance deltas.
get_portfolio_historical_timeline
Historical portfolio entries over time, in your chosen currency.
export_portfolio_csv
Export portfolio records to CSV for downstream tooling.

Connect in three steps

Create a free account

Create an API key

In API keys, generate a new key and name it for your AI client.

Add the server

Paste the server URL and your key into your MCP client, then start asking questions.

Built read-only and secure

Your money never moves through this server. It exposes read and calculation tools only, with controls for third-party AI access.

Read-only by design

No tool can move money, change settings or modify your records.

Scoped API keys

Keys are scope-limited to read-only finance endpoints and hashed at rest.

Rate limited

Dedicated per-key throttles protect your account and our service.

Input allowlisting

Unknown fields are rejected and oversized payloads are refused.

Stable error codes

Responses include machine-readable codes so agents can recover gracefully.

Your data, your control

Portfolio tools only work once you connect your own PopaDex account.

Prefer a ready-made assistant?

Try the PopaDex AI Finance Copilot, a conversational assistant built on these MCP tools with plain-language answers and practical next steps.

Meet the copilot

Frequently asked questions

What is the PopaDex MCP server?

A remote Model Context Protocol (MCP) server that lets AI assistants call PopaDex's read-only personal finance tools, including net worth, allocation, salary and tax comparison, retirement projection, disposable income, budget Sankey, and portfolio analytics, with a single API key.

Which AI assistants can connect?

Any MCP-compatible client, including Claude Desktop, Cursor, Cline and other tools that support remote MCP servers.

Is my financial data safe?

Yes. Every tool is read-only, so no tool can move money or modify your records. Access uses scoped and rate-limited API keys, input allowlisting, and request size limits. Public calculators need only an API key; portfolio tools require your connected PopaDex account.

Do I need a PopaDex account?

Public calculators (salary, tax, retirement, disposable income, budget Sankey) need only an API key. Tools that read your own portfolio require a connected PopaDex account.

How much does it cost?

Creating an API key is free. A PopaDex Premium subscription expands the portfolio history and analytics available to your account.

Is the MCP server read-only?

Yes. No tool can move money, change settings or modify your financial records. The server exposes read and calculation tools only.

Connect your finances to AI today

Create a free API key and start asking your assistant real questions about your money.

Get your free API key