Banking Assistant (Metabind demo)

Connect it to your AI

Claude Code

claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "banking-assistant": {
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

Tools it offers

9 tools, as the server itself reported during our check on Oct 31, 2026.

• get_net_worthNet worth history + account balances. Numbers to reason with — to display, use net_worth_trend.
• get_spending_breakdownCategorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.
• get_subscriptionsRecurring-charge detection. Numbers to reason with — to display, use the subscriptions card.
• get_transactionsRaw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.
• net_worth_trendRender 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
• spending_breakdownRender 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
• subscriptionsRender 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_listRender 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 categori
• trend_cardRender 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 chartSt

Questions