Banking Assistant (Metabind demo)
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
| Endpoint | https://mcp.metabind.ai/IgJH0BzIn4LlfnCbcDc7/projects/GLbHk5i3GLlIYcF63XFl (streamable-http) |
|---|---|
| Registry version | 0.0.17 |
| Now | 9 tools · grade A (92) · pin ts_3423bd6f7de9306434c3c4fca89befaa · protocol 2025-06-18 |
| First / last listed | 2026-10-30 02:39 UTC / 2026-10-30 02:39 UTC |
| Grade over time | 2026-10-30: A (92), 9 tools |
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Tools: get_net_worth get_spending_breakdown get_subscriptions get_transactions net_worth_trend spending_breakdown subscriptions transaction_list trend_card
get_net_worth | Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend. params: summary, period, groupBy, endDate, startDate |
get_spending_breakdown | Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown. params: summary, period |
get_subscriptions | Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card. params: status |
get_transactions | Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list. params: period, endDate, limit, merchant, sort, category, startDate |
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-month) — each bar is that period's closing balance. params: nextSteps, note, period, chartStyle, endDate, groupBy, startDate |
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 about particular categories; it dims everything else, so on an opening question it hides most of the answer. params: nextSteps, highlight, note, period, drillPrompt |
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. params: nextSteps, note, view, views, status |
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 when the user asks how much they spent over the last 3, 6 or 12 months — that is a period comparison, so use trend_card with params: nextSteps, note, period, view, endDate, limit, merchant, category, startDate, views |
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 month, or over the last 3/6/12 months; give each point a `series` name (repeating the label once per series) to stack them w params: change_pct, note, periodLabel, change, valueFormat, start, upIsGood, title, points, nextSteps, current, chartStyle, valueSuffix, items |
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