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Ledgr

Self-hosted personal finance app with bank sync, budgets, net worth and investment tracking

Connector by KenTaniguchi-R · GitHub account verified by the MCP Registry

IndexedAGPL-3.0Remote (HTTP)★ 21
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About

Self-hosted personal finance app with bank sync, budgets, net worth and investment tracking

Use cases: finance-accounting

Reviews

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Permissions

What this server can do and what it asks for, from its tool list, install config and code. Checked Oct 25, 2026.

Tools
13 read · 4 write · 0 delete
Secrets
None asked for
Install scripts
None found
Runs as
Docker image

Tools by what they do 17

Read from the source code; the running server may list different tools.

Read 13 · Look things up without changing anything.

  • get_account_summary
  • get_budget
  • get_dashboard_summary
  • get_holdings
  • get_income_vs_expense
  • get_net_worth_history
  • get_portfolio_summary
  • get_spending_report
  • get_transactions
  • get_upcoming_bills
  • list_accounts
  • list_categories
Show 1 more tools
  • show_financial_dashboard

Write 4 · Create, change, send or run things.

  • mark_transaction_transfer
  • set_budget_category
  • sync_accounts
  • update_transaction_category

Network hosts it talks to 12

  • anthropic.com · found in code
  • development.plaid.com · found in code
  • docs.docker.com · found in code
  • github.com · found in code
  • glama.ai · found in code
  • google.com · found in code
  • opencode.ai · found in code
  • openrouter.ai · found in code
  • plaid-category-icons.plaid.com · found in code
  • plaid.com · found in code
  • raw.githubusercontent.com · found in code
  • ui.shadcn.com · found in code

Tools (17)

Read from the source code; the running server may differ. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • get_account_summaryGet Account Summaryread-only

    Get total assets, total liabilities, and net worth for the household.

  • get_budgetGet Budgetread-only

    Get the budget for a given month, including category groups, spending, and summary totals.

  • get_dashboard_summaryGet Dashboard Summaryread-only

    Get the household dashboard summary: net worth, monthly income, monthly expenses, and monthly net.

  • get_holdingsGet Holdingsread-only

    Get investment holdings, optionally consolidated across accounts or broken down by account.

  • get_income_vs_expenseGet Income vs Expenseread-only

    Get monthly income and expense totals over a date range, with optional account filter.

  • get_net_worth_historyGet Net Worth Historyread-only

    Get the household net-worth trend over time as a dated series of assets, liabilities, and net worth. The final point reflects today's live balances.

  • get_portfolio_summaryGet Portfolio Summaryread-only

    Get investment portfolio summary: total value, day change, total gain/loss, and cost basis.

  • get_spending_reportGet Spending Reportread-only

    Get spending broken down by category for a date range, with optional account and category filters.

  • get_transactionsGet Transactionsread-only

    Fetch a paginated list of transactions. Returns up to 50 rows per page with a cursor for the next page.

  • get_upcoming_billsGet Upcoming Billsread-only

    Get upcoming recurring bills sorted by next due date.

  • list_accountsList Accountsread-only

    List all accounts in the household, sorted by type and name.

  • list_categoriesList Categoriesread-only

    List all category groups and their categories for the household.

  • mark_transaction_transferMark Transaction As Transfer

    Mark a transaction as a transfer (money moving between accounts, e.g. a credit card payoff or a savings transfer) so it's excluded from spending/income totals, or clear that flag to keep it as real spending/income. This is the fix for a transaction Ledgr didn't auto-detect as a transfer — for example a payment to a credit card or bank account that isn't itself connected to Ledgr.

  • set_budget_categorySet Budget Category

    Set or update the spending limit for a category within a budget. Creates the budget category row if it does not exist.

  • show_financial_dashboardShow Financial Dashboardread-only

    Show an interactive financial dashboard widget. Choose a view: spending-breakdown (pie chart of spending by category), transaction-table (sortable table of recent transactions), budget-progress (budget category progress bars), or net-worth-trend (area chart of net worth over time).

Show 2 more tools
  • sync_accountsSync Accounts

    Trigger a Plaid sync for all connected institutions in the household. Rate-limited to once per minute per institution.

  • update_transaction_categoryUpdate Transaction Category

    Set or clear the category for a transaction. Pass null to uncategorize the transaction.

Signals

Stars
21
Forks
5
Open issues
9
Contributors
5
Last commit
Oct 11, 2026 (17 days ago)
Last release
Oct 9, 2026 (19 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
io.github.KenTaniguchi-R/ledgr
Version
0.3.4
Auth
API key
Packages
oci ghcr.io/kentaniguchi-r/ledgr:0.3.4
License
AGPL-3.0
Repository
github.com/KenTaniguchi-R/ledgr
Website
github.com/KenTaniguchi-R/ledgr
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql
Cite this page

Ledgr MCP server. Agent Mart. https://agentmart.dev/connectors/kentaniguchi-r-ledgr (last updated 2026-10-24)