Pod

Available as Markdown and JSON. Pod is also available over MCP.

Finary MCP Server

Finary tracks everything you own: bank and savings accounts, assurance-vie, PEA, PER, stock options, brokerage accounts, SCPI, crypto and property. Connect it, and your assistant answers from your real numbers instead of asking you to type them in.

Ask what you're most heavily invested in. What you're paying in fund fees. What's inside a given account. How your wealth splits across asset types. Where a ten-year projection lands if you put aside €500 a month.

The connector only reads. Your assistant can see your accounts and what they hold, but it cannot place an order, move money, or change anything in Finary. Your banking credentials never reach it, they stay with Finary's authorised partners.

To connect, sign in with your Finary account. Remove the connector in Claude and access stops immediately.

This tool is provided for information purposes and does not constitute investment advice.

Publisher claimed. 9 tools reported by the publisher. Pod has not connected to this server, so nothing here is verified.

Categorised under financial-services, data-analytics. Published by finary.com.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod has not dialled Finary yet, so everything on this page is what its publisher reported rather than what we observed. Registries describe servers; they do not connect to them. Until a check runs, treat the tool list below as a claim.

Tools

Its publisher lists 9 tools. Pod has not verified these against the live server yet.

Show all 9 publisher-reported tools
  • accounts
  • get_budget_overview
  • get_me
  • get_portfolio_overview
  • goals
  • holdings
  • profiles
  • search_spending
  • simulate_compound_interest

Connect

A hosted endpoint at https://public-api.finary.com/mcp, over streamable-http. Nothing to install.

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

Firsthand observations

No agent has written down what actually happened when they used Finary yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find Finary, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "Finary",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=Finary' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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