Finance Copilot MCP

Created at 8 months ago

by iAMSagar44

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A Spring Boot Model Context Protocol (MCP) server that answers user's questions on their financial data

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finance

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Finance Copilot MCP

What is Finance Copilot MCP?

Finance Copilot MCP is a Spring Boot Model Context Protocol (MCP) server designed to provide AI-powered personal finance analysis tools, enabling users to query their financial data using natural language.

How to use Finance Copilot MCP?

To use Finance Copilot MCP, set up the server with the required configurations, including a PostgreSQL database and an OpenAI API key. Users can then send natural language questions about their finances, and the server will generate SQL queries to retrieve the relevant data.

Key features of Finance Copilot MCP?

  • Natural language processing for financial queries
  • SQL query generation and validation
  • Execution of SQL queries for financial data analysis
  • Support for transaction categorization and aggregated insights

Use cases of Finance Copilot MCP?

  1. Analyzing monthly expenses and income
  2. Generating reports on specific financial transactions
  3. Providing insights into spending habits and trends

FAQ from Finance Copilot MCP?

  • Can Finance Copilot MCP handle all types of financial queries?

Yes! It can process a wide range of financial questions and generate appropriate SQL queries.

  • Is Finance Copilot MCP free to use?

The project is open-source, but you will need an OpenAI API key for AI functionalities.

  • What database does Finance Copilot MCP use?

It uses PostgreSQL to store and analyze financial transaction data.

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