Finta MCP · Net worth
Net worth prompts for Finta MCP
Net worth templates for Finta MCP: assets minus liabilities, tracked over time instead of worked out once and forgotten. Each one is a prompt you paste into your AI client, and it answers from the data Finta has synced once Finta MCP is connected.
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
- How often should I update my net worth?
- Monthly works for most people tracking by hand. With Finta connected, Balance History gets a new row every day.
- 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.