Banking Assistant (Metabind demo) — Claude Code MCP server: setup
Explore spending, subscriptions, and net-worth trends through interactive finance screens. The demo uses synthetic data rather than a live bank connection.
claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlWhat Banking Assistant (Metabind demo) does
The demo presents category-level spending, transaction lists, subscriptions, and changes in net worth. Instead of a chat transcript, the first result serves as the opening screen; later questions open dedicated views from a bottom rail. The data is synthetic, and the server does not connect to a real bank.
The project folder contains BindJS components, MCP tools, and a synthetic data feed, alongside iOS and Android apps. To run your own project, you need a Metabind account and organization, the metabind CLI version 0.9.0 or newer, and an API key from Anthropic, OpenAI, or Google. The agent needs that provider key to handle conversations. Mobile builds also require their respective development environments.
What it helps with
- break down spending by category
- inspect individual transactions
- review recurring subscriptions
- track changes in net worth
Example prompts for the agent
- Show me where my money went this month.
- Find my subscriptions and open them in a dedicated view.
- Show how my net worth has changed.
How to install Banking Assistant (Metabind demo)
Platform CLI: remote server
claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlPlatform CLI: remote server
codex mcp add finance --url https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlConfig file
{
"mcpServers": {
"finance": {
"url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
}
}
}Config file
{
"servers": {
"finance": {
"type": "http",
"url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
}
}
}Platform CLI: remote server
gemini mcp add -t http finance https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFlStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about Banking Assistant (Metabind demo)
How do I install Banking Assistant (Metabind demo) in Claude Code?
Add the server with claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl.
What does Banking Assistant (Metabind demo) do?
It displays finance information in purpose-built views for spending, transactions, subscriptions, and net worth. The demo uses synthetic data and does not access a bank account.
What do I need to run a Metabind project?
You need a Metabind account and organization, the metabind CLI version 0.9.0 or newer, and an API key from Anthropic, OpenAI, or Google.
