Personal Finance Mcp
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
Install Personal Finance Mcp
Install instructions vary — visit the GitHub repository for the latest install command. Most MCP servers follow one of three patterns: npx -y <package> for Node, uvx <package> for Python, or docker run <image> for containerized servers.
Use Personal Finance Mcp with Claude Code
Once the server is on your machine, register it with Claude Code so the agent can call it like any other tool. The general pattern is:
claude mcp add josuem1109-personal-finance-mcp -- <install-command>After it's registered, run claude and ask anything that requires Personal Finance Mcp. Claude Code will negotiate the MCP handshake and surface the server's tools, prompts, and resources to the model automatically. See our Claude Code MCP guide for environment variables, scope flags, and credential handling.
What this server is for
Personal Finance Mcp sits in the finance & fintech category. It's community-maintained — check the repo's last-commit date and open issues before depending on it in production. The full description from the source list:
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
FAQ
Is Personal Finance Mcp free?
Yes — every MCP server in the ClawHire directory is open-source or freely available. Some servers proxy to paid APIs (you supply your own keys), but the server itself is free.
Does it work with Claude Desktop / Cursor / Windsurf?
If a client speaks the Model Context Protocol, it can use this server. The transport (stdio vs SSE vs HTTP) needs to match what the client supports, but the server itself is client-agnostic.
How do I report a bug or contribute?
Open an issue or PR on the GitHub repository.
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