Financial Dashboard

This demo shows how MCP enables AI to directly query and analyze financial data. Try asking questions in natural language!

Ask AI About Your Finances

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Total Assets

$825,430.50

Total Liabilities

$158,542.25

Net Worth

$666,888.25

Accounts Overview

Account Type Balance Available Status
Business Checking
CHK-001234
checking $125,430.50 $125,430.50 active
Business Credit Card
CC-001236
credit -$8,542.25 $41,457.75 active
Business Loan
LOAN-001238
loan -$150,000.00 $0.00 active
Business Savings
SAV-001235
savings $250,000.00 $250,000.00 active
Investment Account
INV-001237
investment $450,000.00 $450,000.00 active

Recent Transactions

Date Description Account Category Amount
Jul 3, 2025
Client Dinner
Mortons Steakhouse
Business Credit Card Food & Dining - $325.50
Jul 3, 2025
Office Supplies
Staples
Business Checking Shopping - $245.50
Jul 2, 2025
Client Payment - ABC Corp
ABC Corporation
Business Checking Salary + $15,000.00
Jul 1, 2025
Software Subscription
Adobe Creative Cloud
Business Credit Card Utilities - $99.99
Jul 1, 2025
Business Lunch
The Capital Grille
Business Checking Food & Dining - $85.25
Jun 30, 2025
Cloud Services
AWS
Business Checking Utilities - $1,200.00
Jun 29, 2025
Monthly Loan Payment
Business Bank
Business Loan Insurance + $2,500.00
Jun 29, 2025
Dividend Payment
Vanguard
Investment Account Investment + $2,500.00
Jun 29, 2025
Flight Booking
Delta Airlines
Business Credit Card Transportation - $850.00
Jun 29, 2025
Employee Salaries
Payroll
Business Checking Salary - $25,000.00

Connect Your Financial Systems with AI

This demo shows just a glimpse of what's possible. With MCP, AI can analyze trends, create reports, and provide insights across all your financial data.