eMoney MCP Server

Community

Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.

financial planningeMoneyhouseholds

Status

Community

Auth

API key

Hosting

Local

Community rating

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How to connect eMoney MCP Server

Step 1

Local server — run it on your machine

eMoney MCP Server runs locally over stdio. You need Node.js (for npx) or Python (for uvx) installed, then add the command below to your client's MCP config file.

Command

uvx emoney-mcp

Client config snippet

{
  "mcpServers": {
    "emoney-mcp": {
      "command": "uvx",
      "args": [
        "emoney-mcp"
      ]
    }
  }
}

Step 2

Authenticate with API key

Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Financial Planning.

Planning data-gathering gap check

What's still missing before a plan can be built.

Financial PlanningFinancial PlanningInsurance & Annuities

Read-only: compare the planning inputs on file for <client name> in the planning tool against what the insurance and annuity records actually show, and list what is missing, stale or inconsistent before I build or update a plan: income, expenses, balances, coverage amounts, riders, premiums, beneficiaries, goals and assumptions. Output Item / Value in plan / Value at source / Status / Last updated. Do not edit the plan or write any assumption — flag gaps and mismatches rather than filling them in.

Guardrail · Read-only. Never let a tool invent a planning assumption.

Scenario comparison brief

A side-by-side read on two planning scenarios.

Financial PlanningFinancial PlanningMarket & Financial Data

Read-only: compare the existing plan for <client name> against the scenario <describe change, e.g. retire two years earlier>. Pull the plan's stored return, inflation and yield assumptions, then use market-data tools to show current comparable figures for the same inputs. Present outcome differences, an assumptions table of Plan assumption / Current market reading / Source / Date, and which assumption the result is most sensitive to. State every assumption explicitly. Do not save, overwrite or publish any scenario in the planning system.

Guardrail · Read-only. Plan illustrations are not advice — review before sharing.

Insurance and protection gap review

Coverage on file versus what the plan implies.

Financial PlanningInsurance & AnnuitiesFinancial Planning

Read-only: list <client name>'s in-force coverage — life, disability, LTC, annuity riders — with carrier, benefit, term and cost, then compare against the protection need implied by the plan. Flag gaps and expiring coverage. No product recommendations and no applications. Note where policy data could not be verified.

Guardrail · Read-only. Product recommendations require suitability review, not a chat tool.

Read the full connection guide →