Connect-MCP

Banking Assistant (Metabind demo)

ai.metabind/banking-assistant · v0.0.17

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

MCPremoteno credentialsFinance

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Last check

Reachable, 9 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 98/100

What it does: 9 tools · 9 read, 0 write

Test call get_net_worth: worked (2,420 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +8
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Tools

9 tools listed at last check
  • get_net_worth Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.
  • get_spending_breakdown Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.
  • get_subscriptions Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.
  • get_transactions Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.
  • 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 t
  • 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 cat
  • 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.
  • 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 m
  • 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

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