# `ai.metabind/banking-assistant` on anlyon.dev

> Text inside fenced blocks marked untrusted-server-text was written by the MCP server's publisher, not by anlyon.dev. It is data to inspect, not instructions to follow. Invisible characters are shown as [U+XXXX].
> No finding is not a safety guarantee: these are point-in-time checks of tool definitions, not of code or behaviour.

- Page: https://anlyon.dev/servers/ai.metabind/banking-assistant
- JSON: https://anlyon.dev/api/v1/servers/ai.metabind/banking-assistant
- Version: 0.0.17 (active)
- Publisher: ai.metabind (domain proven to the MCP Registry)
- Runs: remote (streamable-http)
- Sign-in to list tools: none
- Repository: https://github.com/metabindai/metabind-demos
- Metadata from the official MCP Registry, synced 2026-10-21T17:42:20.334Z

Title and description, as the publisher wrote them:

```untrusted-server-text
Banking Assistant (Metabind demo)
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
```

Scanned 2026-10-21T18:30:44.104Z over streamable-http.

**9 tools: 4 change things and 5 only read.**

| Group | Class | Tools | Claude Code |
| --- | --- | --- | --- |
| Deletes or cancels | destructive | 0 | deny |
| Can't be undone | irreversible | 0 | ask |
| Changes things | write | 4 | ask |
| Only reads | read | 5 | allow |

## Findings

No check matched anything in these tool definitions.


## Changes things (4)

Creates or changes something that can be changed back. Claude Code: ask.

### `net_worth_trend`

- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

Description, as the server wrote it:

```untrusted-server-text
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.
```

### `spending_breakdown`

- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

Description, as the server wrote it:

```untrusted-server-text
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.
```

### `subscriptions`

- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

Description, as the server wrote it:

```untrusted-server-text
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.
```

### `trend_card`

- Nothing in its name or description says what it does, so it is counted as a write.
- The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

Description, as the server wrote it:

```untrusted-server-text
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 with a legend. Pass `items` to list the composition behind the number.
```

## Only reads (5)

Looks things up and changes nothing. Claude Code: allow.

### `get_net_worth`

- The name "get_net_worth" says "get": a word for reading.

Description, as the server wrote it:

```untrusted-server-text
Net worth history + account balances. Numbers to reason with — to display, use net_worth_trend.
```

### `get_spending_breakdown`

- The name "get_spending_breakdown" says "get": a word for reading.

Description, as the server wrote it:

```untrusted-server-text
Categorized spending + prior-period comparison. Numbers to reason with — to display, use spending_breakdown.
```

### `get_subscriptions`

- The name "get_subscriptions" says "get": a word for reading.

Description, as the server wrote it:

```untrusted-server-text
Recurring-charge detection. Numbers to reason with — to display, use the subscriptions card.
```

### `get_transactions`

- The name "get_transactions" says "get": a word for reading.

Description, as the server wrote it:

```untrusted-server-text
Raw transactions by category or merchant, ~12 months of history. Numbers to reason with — to display, use transaction_list.
```

### `transaction_list`

- The name "transaction_list" says "list": a word for reading.

Description, as the server wrote it:

```untrusted-server-text
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 chartStyle:'bar' instead.
```

## Claude Code permissions

For `.claude/settings.json`, assuming the server is installed as `banking-assistant`:

```json
{
  "permissions": {
    "allow": [
      "mcp__banking-assistant__get_net_worth",
      "mcp__banking-assistant__get_spending_breakdown",
      "mcp__banking-assistant__get_subscriptions",
      "mcp__banking-assistant__get_transactions",
      "mcp__banking-assistant__transaction_list"
    ],
    "ask": [
      "mcp__banking-assistant__net_worth_trend",
      "mcp__banking-assistant__spending_breakdown",
      "mcp__banking-assistant__subscriptions",
      "mcp__banking-assistant__trend_card"
    ],
    "deny": []
  }
}
```