Nexafin MCP server (nexafin.com)

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This is Nexafin's personal finance API surface, letting Neotask query balances, transactions, and recurring bills either from connected bank accounts or from statements you've imported. It's useful if you want your financial picture pulled from imported statement data rather than a live bank connection — ask a question and it queries whichever source Nexafin has on file for you.

• Query balances and transactions from connected accounts or imported statements
• Ask about recurring bills without hunting through statement PDFs
• Use imported statement data when a live bank connection isn't available

What you can automate

Nexafin MCP server (nexafin.com)

Connect bank accounts or imported statements to query balances, transactions, and recurring bills through Nexafin's personal finance API.

Real workflows

Check bills from imported statements

You've imported last quarter's statements into Nexafin. You ask Neotask which recurring bills are due next week, and it queries that imported data through this API to answer, even without a live bank link.

Frequently asked questions

How is this different from the main Nexafin connection?

This is the underlying API endpoint (nexafin.com) that also supports imported statements as a data source, not just live-connected accounts.

Do I need a live bank connection to use it?

No — imported statements work too, so you can query balances and bills even without connecting a bank account directly.