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AgentIndex
lunchmoney-mcp logo
lunchmoney-mcp
★ 109
vs
portfolio-mcp logo
portfolio-mcp
★ 12

lunchmoney-mcp vs portfolio-mcp

lunchmoney-mcp: This project implements a Model Context Protocol (MCP) server for LunchMoney, enabling programmatic access to personal finance management. It allows AI assistants and other MCP clients to interact with LunchMoney's data for automated financial insights, transaction handling, and budgeting via its comprehensive API integration.; portfolio-mcp: portfolio-mcp is a Model Context Protocol (MCP) server that allows users to interact with their XP Investimentos portfolio via Claude Desktop. It processes official PDF/CSV exports from XP, stores the normalized data in a local SQLite database, and answers portfolio-related questions without sending sensitive information externally. It provides analytical tools for asset allocation, returns calculation, and market data screening.

01

TL;DR

lunchmoney-mcp logo
lunchmoney-mcpRAG / Knowledge Base · ★ 109

Automated financial insights and budgeting analysis via AI queries.

Read lunchmoney-mcp full review →
portfolio-mcp logo
portfolio-mcpRAG / Knowledge Base · ★ 12

Compare current allocation against a target portfolio and suggest rebalancing actions.

Read portfolio-mcp full review →
02

Side-by-Side Comparison

Field
lunchmoney-mcp logolunchmoney-mcp
portfolio-mcp logoportfolio-mcp
Category
RAG / Knowledge Base
RAG / Knowledge Base
Stars
★ 109
★ 12
License
MIT
MIT
Install Command
LUNCHMONEY_API_TOKEN="your-api-token" npx @akutishevsky/lunchmoney-mcp
npx -y portfolio-mcp
Updated
2mo ago
4mo ago
Open Source
Yes
Yes
Website
↗ Visit
↗ Visit
GitHub
↗ GitHub
↗ GitHub
Tags
MCP, LunchMoney API, Personal Finance
TypeScript, Node.js, Model Context Protocol
03

Features

lunchmoney-mcp logolunchmoney-mcp
01Comprehensive API tool coverage for all major LunchMoney features (users, transactions, budgets, assets, etc.)
02Type-safe implementation using TypeScript and Zod validation for reliability.
03Token-efficient responses using TOON encoding to minimize token usage in AI conversations.
04Modular architecture for easy extension and maintainability.
05Easy installation via MCP Bundle (.mcpb) for clients like Claude Desktop.
portfolio-mcp logoportfolio-mcp
01Local-first data storage in SQLite with zero outbound HTTP calls for core tools.
02No credentials or web scraping required; users import PDF/CSV exports directly.
03Read-only by design, ensuring no orders can be placed or modifications made at XP.
04Stdio transport for secure communication with Claude Desktop, no open ports.
05Idempotent import of PDF/CSV files to prevent data duplication.
04

Use Cases

lunchmoney-mcp logolunchmoney-mcp
↳Automated financial insights and budgeting analysis via AI queries.
↳Programmatic creation, updating, and filtering of transactions and spending categories.
↳Tracking and managing recurring expenses, assets, and cryptocurrency holdings.
↳Interacting with connected bank accounts and refreshing financial data.
portfolio-mcp logoportfolio-mcp
↳Compare current allocation against a target portfolio and suggest rebalancing actions.
↳Query specific assets, such as CDBs maturing in a given year.
↳List portfolio positions grouped by asset class with detailed values.
↳Get a comprehensive portfolio summary including P&L, FGC coverage, and maturity overview.
↳Calculate time-weighted return (TWR) and money-weighted return (MWR) for the portfolio.
FAQ

FAQ

What is the difference between lunchmoney-mcp and portfolio-mcp?
Both lunchmoney-mcp and portfolio-mcp are in the RAG / Knowledge Base category. lunchmoney-mcp has 109 stars, while portfolio-mcp has 12 stars.
Which is better, lunchmoney-mcp or portfolio-mcp?
The best choice depends on your use case. Choose lunchmoney-mcp if Automated financial insights and budgeting analysis via AI queries., and portfolio-mcp if Compare current allocation against a target portfolio and suggest rebalancing actions..
Is lunchmoney-mcp free or open source?
Yes, lunchmoney-mcp is open source on GitHub (MIT).
Is portfolio-mcp free or open source?
Yes, portfolio-mcp is open source on GitHub (MIT).
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