Financial Coach
Manage your personal finances by tracking spending, upcoming bills, and cash flow forecasts. Discover savings opportunities through subscription analysis and receive personalized tips based on your h…
Quick Start
# Connect this server (installs CLI if needed)
npx -y smithery mcp add shelter-money/financial-coach
# Browse available tools
npx -y smithery tool list shelter-money/financial-coach
# Get full schema for a tool
npx -y smithery tool get shelter-money/financial-coach shelter_status
# Call a tool
npx -y smithery tool call shelter-money/financial-coach shelter_status '{}'Direct MCP Connection
Endpoint: https://financial-coach--shelter-money.run.tools
Optional config:
SHELTER_API_KEY(query) — Shelter API key for real financial data. Leave empty for demo mode.
Tools (10)
shelter_status— Get a snapshot of your financial status — safe-to-spend, balances, upcoming bills, health score.shelter_runway— How many days until you run out of money — daily budget, next payday, safe-to-spend.shelter_forecast— Projected cash flow over the next few weeks — upcoming bills, paydays, and balance trajectory.shelter_alerts— Get active financial alerts — unusual spending, upcoming bills, low balance warnings.shelter_opportunities— Find savings opportunities — unused subscriptions, negotiable bills, spending patterns to optimize.shelter_context— Get a natural-language summary of the user's financial situation for use as conversation context.shelter_affordability— Check if you can afford a specific purchase — impact on safe-to-spend, recommendation.shelter_coach_daily— Get today's personalized financial coaching tip based on your recent spending.shelter_coach_advice— Get targeted financial advice on a specific topic — debt, savings, bills, subscriptions, or negotiation.shelter_ask— Ask Guardian AI any question about your finances — spending, bills, trends, or advice.
# Get full input/output schema for a tool
npx -y smithery tool get shelter-money/financial-coach Prompts (3)
financial-checkup— Step-by-step financial checkup — review status, alerts, forecast, and opportunities.spending-review(focus) — Guide for finding savings opportunities in your spending.plan-a-purchase(item, amount) — Evaluate whether you can afford a purchase and understand the financial impact.