Pod

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

MCP Servers with a update_transaction tool

Every MCP server Pod knows of that exposes a update_transaction tool.

10 servers, ordered by decision readiness and adoption — GitHub stars and npm downloads where available, then reported issue volume. Pod has connected to 9 of them; the rest are publisher-reported and unverified.

Norman Finance

Norman lets you issue invoices and close your books without leaving Claude.

Sync your bank transactions, send invoices, upload receipts, and file taxes — all while talking naturally with Claude. No accounting jargon, no 15 clicks to reconcile an invoice.

What you can do:

• Invoicing — create, send, and track invoices, including recurring and ZUGFeRD e-invoices • Bookkeeping — categorize transactions, match receipts, and verify entries • Client management — maintain your client database and contact details • Tax filing — generate Finanzamt previews, file VAT returns, and track deadlines • Company overview — check your balance, revenue, and financial health at a glance • Documents — upload and attach receipts, invoices, and supporting files

Norman securely connects Claude to your financial workspace via OAuth — your password never touches the AI. Built for freelancers and small businesses at the heart of the European economy.

58 GitHub stars · 67 tools reported — Live, but requires authorization before it will list tools. Publisher lists 67 tools.

Controlle

O Controlle conecta o Claude à sua gestão financeira empresarial, permitindo consultar e gerenciar suas finanças em linguagem natural. Principais recursos: • Contas e cartões: crie e liste contas bancárias, carteiras digitais e cartões de crédito, consulte saldos e faturas • Transações: crie, edite, categorize, pague e cancele lançamentos financeiros (únicos, parcelados ou recorrentes) • Conciliação bancária: importe extratos, vincule transações importadas às existentes e gerencie pendências • Relatórios: gere DRE, fluxo de caixa e relatórios customizados, com exportação em CSV • Contatos e centros de custo: cadastre clientes e fornecedores, organize centros de custo e plano de contas • Notas fiscais: consulte e liste NFe-S emitidas • Multiempresa: alterne entre diferentes entidades/empresas que você administra Ideal para quem quer ter uma visão rápida das finanças, lançar despesas e receitas, acompanhar faturas de cartão e gerar relatórios sem precisar abrir o painel completo.

57 tools reported — Live, but requires authorization before it will list tools. Publisher lists 57 tools.

LedgerMCP

Free bookkeeping software for your business or personal finances. AI becomes your bookkeeper. Hand it your bank statements, ask questions in plain English, and it keeps everything categorized in the app.

Free to use. If you'd rather connect live bank feeds than upload statements every month, log in on the website.

For businesses Everything a bookkeeper would do for you:

For personal finances The same thing, but for your own money:

63 tools reported — Live, but requires authorization before it will list tools. Publisher lists 63 tools.

PocketSmith Complete Access

PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management.

This connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language.

Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches.

Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life.

Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?"

Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots.

Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future.

Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds.

Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith.

Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.

66 tools reported — Live, but requires authorization before it will list tools. Publisher lists 66 tools.

Pumpynotes

Pumpynotes brings a calendar, block-based notes and multi-currency personal finance into one workspace. Connect Claude to Pumpynotes to plan, write and keep track of money straight from the conversation.

What Claude can do with Pumpynotes:

Example requests:

Privacy and control: Claude only sees what you can see in the workspace you choose when connecting, and items shared with you as view-only stay read-only. The connector cannot delete anything. Finance tools only record bookkeeping entries; they never move real money. You can disconnect at any time in Pumpynotes under Settings > Connected apps.

Requires a Pumpynotes account on the Pro, Business or Enterprise plan.

17 tools reported — Live, but requires authorization before it will list tools. Publisher lists 17 tools.

Smart Money

Smart Money is a personal finance tracker for everyday spending, savings and deposits. The connector lets Claude work with your Smart Money account directly: record expenses from a plain sentence ("taxi 4500 yesterday kaspi") and answer questions about your money.

27 tools reported — Live, but requires authorization before it will list tools. Publisher lists 27 tools.

Spendify

Spendify connects your personal finances to Claude, giving you AI-powered insights into your spending, budgets, and financial health. View bank account balances, search and filter transactions, analyze spending by category or merchant, track daily and monthly spending trends, manage budgets, categorize transactions, set up automation rules, and monitor recurring charges. Spendify syncs with thousands of banks via Plaid, keeping your financial data up to date and accessible through natural conversation.

31 tools reported — Live, but requires authorization before it will list tools. Publisher lists 31 tools.

stub

Do any accounting operation via MCP, if it's possible in the application it's possible by AI.

121 tools reported — Live, but requires authorization before it will list tools. Publisher lists 121 tools.

Torii

Torii is a SaaS Management Platform that helps organizations discover, manage, and optimize the software they use. This connector lets you work with your Torii data directly in Claude — ask about applications, users, licenses, contracts, transactions, and access, and take action without leaving the conversation.

With the Torii connector you can: • Explore your SaaS portfolio — search apps, see usage, owners, and spend • Look up users and their application access across the organization • Query and manage contracts, renewals, and licenses • Review transactions and software spend • Manage custom fields, create and run workflows, and handle access requests • Get answers grounded in your real Torii data, with links back to the Torii app

Ideal for IT, finance, and procurement teams who want fast, conversational access to their SaaS management data and the ability to act on it.

64 tools reported — Live, but requires authorization before it will list tools. Publisher lists 64 tools.

Keni

Keni is an open-source, self-hostable personal finance tracker built for people who want detailed transaction logs without the effort. The Keni MCP server lets any MCP-capable AI agent read and manage your finances directly, using OAuth so you never paste tokens.

Key features: • Transactions: create single, batch, or parent-child grouped transactions; list, get, update, and delete them; link and unlink related transactions across wallets. • Multiple wallets: separate personal, business, travel, or shared money, each with its own currency and history. • Categories and tags: organize spending with categories and tags; new ones are created on the fly when you log a transaction. • Recurring transactions: define rules for bills and income that post automatically. • Budgets: set limits by period, category, or wallet and check how much is used. • Analytics: spending summaries, category breakdowns, and monthly trends for any date range. • Currency conversion: convert amounts between currencies with live exchange rates.

34 tools reported — Publisher-reported; not verified by Pod.

For agents

This page has a Markdown and a JSON twin. Pod is also queryable over MCP at https://api.askpod.ai/mcp/read.