FinaryExport MCP Server

Example Use Cases

• 1

  Provide users with real-time portfolio summaries and performance metrics.

• 2

  Access detailed account, holdings, and transaction data across multiple profiles.

• 3

  Answer natural language queries about dividends, allocations, and fees.

Description

The FinaryExport MCP server enables AI assistants to query your Finary portfolio data in real-time using natural language. It supports multiple profiles, live data fetching from the Finary API, and offers a variety of tools for portfolio overview, accounts, holdings, transactions, dividends, and allocation analysis. This allows users to interactively explore their financial data without needing to manually export or handle files.