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Banking Assistant (Metabind demo) MCP server

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Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.


01Tools · 9

How to read this: tool names here are observed from a live tools/list handshake. The Risk label is a heuristic inferred from the tool name (write/destructive verbs), not from executing the tool — a conservative guess, not a verified capability. We never escalate risk from a description. Found one that's wrong? Tell us — we fix on report.

ToolRiskSide effectsApproval
get_net_worth
Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.
readfalseunknown
get_spending_breakdown
Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.
readfalseunknown
get_subscriptions
Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.
readfalseunknown
get_transactions
Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.
readfalseunknown
net_worth_trend
Render net_worth_trend: Net worth: current total, change over the period, a trend chart, and the account balances behind it. It loads its own data. To compare periods against each other pass chartStyle:'bar' plus groupBy ('year' for this-year-vs-last-year, 'month' for month-by-month) — each bar is that period's closing balance.
unknownunknownunknown
spending_breakdown
Render spending_breakdown: Spending split by category for a period: a composition bar plus a ranked category list. It loads its own data — pass the period alone for the whole picture, which is what a broad 'where did my money go' question wants. Use highlight only on a follow-up about particular categories; it dims everything else, so on an opening question it hides most of the answer.
readfalseunknown
subscriptions
Render subscriptions: Recurring charges: total monthly cost and a row per subscription with its cadence, next charge date, and New / price-increase flags. It loads its own data.
unknownunknownunknown
transaction_list
Render transaction_list: Individual purchases for a category or a merchant: the window total plus the matching transactions. It loads its own data. Plain terms like 'restaurants', 'groceries' or 'gas' resolve to categories; omit both filters for all spending. Do NOT use this when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with chartStyle:'bar' instead.
readfalseunknown
trend_card
Render trend_card: Any metric over time that has no dedicated card — one category's spend by month, a series you computed. Points are {label, value} in display order. Set upIsGood=false for cost-like metrics. Use chartStyle:'bar' whenever the user compares periods — month by month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them with a legend. Pass `items` to list the composition behind the number.
readfalseunknown

02Install & source
https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
remote_url

05Provenance & freshness
sourcesOfficial MCP Registry [p1]
last_checked2026-09-28 04:22Z
next_check2026-09-29 00:01Z
cadenceevery 29h
verifiedtools_list:passed handshake:passed metadata:passed
index_statusindex — 8 unique facts >= 5

06Badge

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Banking Assistant (Metabind demo) MCP server — MCPExplorer