Integrates Yodlee financial data with Claude Desktop via a Gradio-based Model Context Protocol server, offering financial insights and text-to-speech audio summaries.
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This application functions as a robust bridge between Claude Desktop and the Yodlee financial data API, exposing a suite of seven MCP tools. Users can list and switch between test accounts, retrieve linked financial accounts and balances, query transaction history with detailed filtering, and generate spending summaries categorized by type. A unique feature includes the ability to create spoken narrations of these spending summaries using high-quality text-to-speech providers like ElevenLabs and OpenAI. The server also provides an interactive Gradio web UI for easy exploration and testing of its capabilities, alongside its primary function as an MCP server for AI integration.
Key Features
01Exposes 7 MCP tools for Claude Desktop integration
02Generates categorized spending summaries
03Accesses Yodlee banking data for accounts, transactions, and spending
04Creates audio narrations of financial summaries using ElevenLabs or OpenAI TTS
05Provides an interactive Gradio web UI for testing and exploration
060 GitHub stars
Use Cases
01Developing AI-powered personal finance applications that require real-time financial insights
02Integrating Yodlee financial data into AI assistants like Claude Desktop for natural language querying
03Creating spoken summaries of financial activities for accessibility or quick auditory updates