Banking Assistant (Metabind demo)

Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/metabind-ai-banking-assistant

About

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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

9 read · 0 write · 0 deleteRead-only

Secrets

None asked for

Install scripts

Nothing to install (hosted)

Runs as

Hosted (remote endpoint)

Tools (9)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

• get_net_worthread-only

  Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.

• get_spending_breakdownread-only

  Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.

• get_subscriptionsread-only

  Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.

• get_transactionsread-only

  Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.

• net_worth_trendNet Worth Trendread-only

  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.

• spending_breakdownSpending Breakdownread-only

  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.

• subscriptionsSubscriptionsread-only

  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_listTransaction Listread-only

  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.

• trend_cardTrend Cardread-only

  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.

Signals

Stars

1

Forks

1

Open issues

0

Last commit (this folder)

Sep 18, 2026 (1 month ago)

Last release

Sep 27, 2026 (1 month ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name

ai.metabind/banking-assistant

Version

0.0.17

Auth

Auth not stated

License

Apache-2.0

Repository

github.com/metabindai/metabind-demos

Website

www.metabind.ai

First seen

Oct 24, 2026

Last checked

Oct 24, 2026

Source

Official MCP Registrygithub-graphql