A
licenseNot graded
qualityD
maintenanceAI-powered personal finance analysis through Claude AI using Plaid integration, enabling natural language queries about transactions, subscriptions, budgets, and spending trends.
1
MIT
opula
Server Details
Not another dashboard. A wealth analyst for every asset a bank can't sync, inside Claude.
Ownership verified
The last two health checks of this connector failed. If this server requires authentication, missing or expired test credentials may be the cause. A test profile lets Glama authenticate for health checks and discover tools; it is separate from your personal connections.
If you are the author, claim ownership, then add or update a test profile under Admin → Test Profile.
- Status
- Unhealthy
- Uptime
- 0.0% over the last 24 hours
- OAuth
- Works in Glama
- Last Tested
- Transport
- Streamable HTTP
- URL
- ChatGPT
- –
- Claude
- –
TDQS
A4.1/5.0
Scored across 40 tools
Disambiguation4/5
Most tools have distinct purposes, but some overlap exists: add_balance/add_flow/add_monthly all handle entry upserts, and get_market_brief/get_wealth_brief both provide comprehensive overviews. However, detailed descriptions and complementary use cases help reduce ambiguity.
Naming Consistency5/5
All tools follow a consistent verb_noun pattern in snake_case (e.g., add_balance, delete_txn, show_portfolio). There are no deviations or mixed conventions, making the set predictable for an agent.
Tool Count3/5
40 tools is high, but each serves a specialized purpose in a comprehensive wealth management system. Some redundancy exists (e.g., get_market_brief vs multiple show_* tools), but the scope justifies the count, though a slight reduction could improve coherence.
Completeness4/5
The tool surface is very thorough, covering ledger entry, transaction logging, portfolio analytics, macro data, projections, and profile management. Minor gaps exist (e.g., no explicit watchlist management tool), but core workflows are fully supported.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Related MCP Connectors
Ask Claude about your income and spending, and import bank statements. No bank login.
Read-only access to your own bank, card and brokerage accounts for Claude, ChatGPT and other AI agents: balances, transactions, spending, subscriptions, cashflow and investment holdings. It can never move money.
Ask Claude or ChatGPT about your own finances. ValYou gives read-only answers on your net worth across every account and currency, what moved since last month, where you rank for your age, retirement projections, what-if scenarios, shared expenses with friends and your monthly budget. Nothing is changed and no account numbers are ever shared.
Connect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.
Related MCP Servers
- AlicenseBqualityDmaintenanceAI financial co-pilot providing credit analysis, portfolio analysis, loan optimization, and financial planning through Claude Desktop and VS Code.51MIT
- FlicenseNot gradedqualityDmaintenanceEnables users to manage personal finances—tracking expenses, income, budgets, and generating summaries—through natural language commands via AI assistants like Claude.-
- AlicenseNot gradedqualityDmaintenanceEnables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.MIT
Try in Browser
One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd
Glama MCP Gateway
Add one secure layer between your agents and this server.