Banking Assistant (Metabind demo)

Connect Remote server

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

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

{
  "servers": {
    "banking-assistant": {
      "type": "http",
      "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl

Tools 9 found in our last check

• get_net_worth

  Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.

• get_spending_breakdown

  Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.

• get_subscriptions

  Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.

• get_transactions

  Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.

• net_worth_trend

  Render 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 ('year' for this-year-vs-last-year, 'month' for month-by-m…

• spending_breakdown

  Render 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 money go' question wants. Use highlight only on a follow-up…

• subscriptions

  Render 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_list

  Render 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 categories; omit both filters for all spending. Do NOT use this whe…

• trend_card

  Render 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 chartStyle:'bar' whenever the user compares periods — month by mon…

Details

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