Claude Finance and MCP Server Bundle

The Claude Finance and MCP Server Bundle extends the Starter Kit with production-ready MCP server code that connects your Claude Finance Agents to live data sources. Instead of pasting CSV exports manually, your agents query your Razorpay payments, Stripe charges, and stock portfolio in real time through the MCP protocol — turning Claude Desktop into a genuinely live financial dashboard.

What You Get

• All 10 Finance Agents from the Starter Kit — The complete agent library including Budget Analysis, Tax Planning, Investment Research, Expense Categorization, Cash Flow Forecasting, Debt Payoff Optimizer, Retirement Planner, Portfolio Rebalancer, Financial Report Analyzer, and Bill Negotiation Agent.
• Portfolio Monitor MCP Server — A complete Node.js MCP server that fetches live stock prices from Alpha Vantage and exposes 4 Claude tools: get_portfolio_value, get_holdings, get_price, and rebalancing_check. Includes portfolio.json format and setup guide.
• Razorpay Expense MCP Server — An MCP server that connects to the Razorpay API with read-only access to payments, settlements, and refunds. Claude can query your Razorpay data directly in conversation.
• Stripe Expense MCP Server — Same architecture as Razorpay but for Stripe: exposes get_charges, get_balance, and get_payouts as MCP tools.
• Expense Categorization Pipeline — A standalone Node.js script that fetches Razorpay transactions, sends them to Claude API (claude-haiku-4-5) for automatic categorization, and outputs a clean categorized CSV. Runs as a daily cron job.
• Claude Desktop Config Template — A complete claude_desktop_config.json example showing how to wire all 3 MCP servers together. Copy to your Claude Desktop config folder and restart.
• Banking API Config Templates — Configuration patterns for Plaid (US), Open Banking UK, and Salt Edge (India AA framework) for future integrations.
• 2 Bonus Agents — Agent 11 (Live Portfolio Monitor, MCP-powered) and Agent 12 (Payment Analytics Agent for Razorpay/Stripe business analytics).

How to Use

1. Download and unzip. Install Node.js 20+ if not already installed.
2. Run cd portfolio-monitor && npm install to install MCP SDK dependencies.
3. Copy mcp-configs/claude-desktop-config.json to your Claude Desktop config directory, replacing API key placeholders.
4. Create portfolio.json with your holdings (format shown in portfolio-monitor/README.md).
5. Restart Claude Desktop and verify the MCP tools appear in the toolbar.
6. For automated expense categorization: add your Claude API key and Razorpay keys to the environment, then run or cron the pipeline script.

Who This Is For

• Developers building Claude-powered financial dashboards
• Business owners who use Razorpay or Stripe and want AI-assisted financial analysis
• Investors who want Claude Desktop to query live portfolio data
• Teams building internal finance tools with the Claude API and MCP protocol
• Anyone who wants to go beyond manual copy-paste into fully automated financial AI workflows

Already have the Starter Kit? The MCP Bundle is the natural upgrade for live data connectivity. Explore all our MCP server products or browse all tools.