Finta MCP · Templates
Finance prompts for Finta MCP
Six prompts that ask your AI assistant real questions about your money: spending, debt, dividends, retirement, net worth and a household check-in. Each one reads the accounts, transactions and balances Finta has synced, so the answers use your numbers instead of guesses. Copy one for free and paste it into your AI client.
6 Finta MCP prompts
Newest first
Finta MCP · Personal finance
Debt payoff planner prompt
Your full debt picture, avalanche against snowball, and the single change that would help most.
View promptFinta MCP · Personal finance
Dividend and passive income prompt
Dividend income by holding and account, yield and concentration checks, and the gap to your income goal.
View promptFinta MCP · Personal finance
Household finance check-in prompt
Cash flow, spending, balances, upcoming bills and three things to talk about this week.
View promptFinta MCP · Personal finance
Net worth snapshot prompt
Net worth today and over time, what is driving it, and a 12-month projection at your current pace.
View promptFinta MCP · Personal finance
Retirement readiness prompt
Your retirement accounts, contributions, three projections and a benchmark check.
View promptFinta MCP · Personal finance
Spending analysis prompt
A full breakdown by category, forgotten subscriptions, and your top three savings opportunities.
View prompt
How it works
The prompt is free. Finta is the part that has your data.
Finta MCP lets Claude, Cursor and other MCP clients read the data Finta stores for you, with Storage Mode on. It can't move money or change your bank connections. The Finta MCP page covers setup for each client and exactly what the assistant can and can't change.
7-day free trial. No credit card required.
Connect your accounts in Finta.
Banks, cards and brokerages, whichever the prompt reads.
Install the Finta MCP server in your AI client.
One connector in Claude, or one line of config in Cursor.
Paste a prompt and fill in the brackets.
Each prompt marks what to set, like the number of months or your target age.
Finta MCP questions
Before you paste one
- Do the prompts cost anything?
- No. The prompts are free to copy. Reading your data through Finta MCP needs a Finta plan or the 7-day trial, with Storage Mode on.
- Which AI clients work?
- Clients that connect to remote MCP servers. Finta documents setup for Claude, Claude Code and Cursor.
- Can the assistant change my data?
- It can recategorize transactions and edit the manual accounts, categories and rules Finta manages. It cannot move money, change your bank connections or edit bank-synced accounts.