Finance · Full stack · MCP
Athow
A personal finance MVP that turns bank statements into a clear view of spending, limits, and goals.
Challenge
Bring CSV and OFX statement data together and support secure queries through assistants.
My approach
I built a dashboard, modular API, and OAuth protected MCP integration; each query is scoped to its user.
The product brings CSV and OFX statements, categorization rules, category budgets, goals, and monthly review into one flow.
The API groups business rules by module. The MCP server uses OAuth: the assistant acts with the user's permission and each tool can access only that user's data.
The monthly summary appears in both the dashboard and assistant interface, keeping the financial view consistent across channels.