# Banking Assistant (Metabind demo)

Explore spending, subscriptions, and net-worth trends through interactive finance screens. The demo uses synthetic data rather than a live bank connection.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 1
- Author: metabindai
- License: Apache-2.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/metabindai/metabind-demos/tree/HEAD/finance
- Updated: 2026-10-06
- HTML: https://affpapa.org/en/nevibecode/mcp/banking-assistant-metabind-demo

## What it 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.

## Requirements
- Remote server: `https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http banking-assistant https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add finance --url https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "finance": {
            "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "finance": {
            "type": "http",
            "url": "https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http finance https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl
```

## When to use it
- break down spending by category
- inspect individual transactions
- review recurring subscriptions
- track changes in net worth

## Example prompts
- 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.

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