Bank-Account-MCP-server

johannmachemer/Bank-Account-MCP-server

3.2

If you are the rightful owner of Bank-Account-MCP-server and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to dayong@mcphub.com.

The Bank Account ChatGPT App & MCP Server is a tool designed to explore mock bank-account data, providing insights into balances, transactions, cashflow trends, and category breakdowns without exposing real customer data.

Tools
4
Resources
0
Prompts
0

Website

https://goat-tax-clarity.lovable.app/

Bank Account ChatGPT App & MCP Server

This repository packages a Model Context Protocol (MCP) server plus a set of ChatGPT widgets that let an AI assistant explore mock bank-account data (balances, transactions, cashflow trends, and category breakdowns). Use it to demo finance analytics and UI rendering without exposing real customer data.

Prerequisites

  • Node.js >= 18
  • pnpm (see the packageManager field)

Local Development

pnpm install
pnpm dev            # runs the MCP server via ts-node (stdio)

Production / Distribution

pnpm install
pnpm build          # compiles to dist/
pnpm start          # runs dist/server.js with Node

Exposed Resources

URIDescription
bank-data://overviewAggregated balances plus 30-day KPIs
bank-data://accountsRaw account metadata
bank-data://transactionsFull transaction dump
bank-data://transactions/{id}Lazy-loaded transaction resource with autocomplete and resource listing

Tools / Capabilities

  1. search_transactions – free-form filters for accounts, categories, text, date, sorting, and limit. (Widget: ui://finance/transactions)
  2. spending_breakdown – income/expense totals per category (optional topCategories). (Widget: ui://finance/spending-breakdown)
  3. account_overview – account balances plus 30-day inflow/outflow (optionally a single account). (Widget: ui://finance/account-overview)
  4. cashflow_trends – monthly cashflow series (up to 12 months). (Widget: ui://finance/cashflow-trends)

Each tool responds with:

  • content containing a short confirmation
  • structuredContent with JSON payloads (see src/types/widgetPayloads.ts)
  • _meta.openai/outputTemplate so ChatGPT can pick the matching widget automatically

ChatGPT Widgets & Assets

UI components live in widgets/ and are bundled with Vite. The build pipeline emits one HTML file per widget plus the JS/CSS bundles under assets/.

Build

pnpm run widgets:build          # outputs assets/finance-*.html and bundles

Each generated HTML file already inlines CSS and JavaScript so ChatGPT never has to fetch external hosts. For a local preview you can serve them statically:

pnpm run widgets:serve          # serve -s ./assets -l 4173 --cors

Note: The MCP server verifies at startup that all widget HTML files exist, so run pnpm run widgets:build before pnpm dev or pnpm start.

Data Profiles

Two sample datasets are included:

  • personal – default personal accounts and transactions
  • business – business accounts with payroll, tax reserves, etc.

Choose the active profile via DEFAULT_DATA_PROFILE in src/server.ts or override it with the BANK_DATA_PROFILE environment variable.

Notes

  • All amounts are denominated in EUR; positive numbers are credits (inflows) and negatives are debits (outflows).
  • The dataset is static and meant solely for showcasing filtering and analytics in a safe offline environment.