Self-hosted, read-only MCP server for personal finance. Connect your banks, credit cards, loans, and brokerage accounts via Plaid and query them from Claude Code in plain English — no third-party aggregator involved.

Installation

⭐ RecommendedDocker
docker run -i --rm -p 8000:8000 -e PLAID_CLIENT_ID -e PLAID_SECRET -e PLAID_ENV personal-finance-mcp
View configuration snippet
{
  "mcpServers": {
    "personal-finance": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "-p",
        "8000:8000",
        "-e",
        "PLAID_CLIENT_ID",
        "-e",
        "PLAID_SECRET",
        "-e",
        "PLAID_ENV",
        "personal-finance-mcp"
      ],
      "env": {
        "PLAID_CLIENT_ID": "<YOUR_PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<YOUR_PLAID_SECRET>",
        "PLAID_ENV": "production"
      }
    }
  }
}

💡 Tip: Make sure you have the appropriate package manager installed. Refer to the official documentation for detailed installation instructions.

Compatibility Matrix

Filter:

Cursor

STDIO
stdio:From mcp.so (unverified)

Claude Desktop

STDIO
stdio:From mcp.so (unverified)

MCP Compatible

STDIO
stdio:From mcp.so (unverified)
Verified - Tested by community
Unverified - Not yet tested
⚡ STDIO🌊 SSE🌐 HTTP

Server Information

License:unknown
Classification:active
Source:Data aggregated from public MCP directories

Quick Stats

Transports:
STDIO
Compatible Clients:3
Install Methods:1

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