Plaid Transactions MCP Server

# CLAUDE.md - Plaid Transactions MCP ## Adding a New Bank Account When the user asks to "add a new bank account", "link a new account", "connect a bank", or similar: **Run this command:** ```bash lsof -ti:8765 | xargs kill -9 2>/dev/null; sleep 1 && python3 /Users/sfinnerty/CodingProjects/plaid-transactions-mcp/add_account.py ``` This launches a local web portal (port 8765) that: 1. Opens the browser automatically 2. Runs Plaid Link for secure bank authentication 3. Stores the access token in macOS Keychain 4. The new account will be available immediately via `plaid_list_accounts` The command includes cleanup of any stale processes on port 8765. ## Available MCP Tools - `plaid_list_accounts` - Show all linked accounts - `plaid_get_balance` - Get current balances - `plaid_get_transactions` - Fetch transactions with date range - `plaid_search_transactions` - Search by merchant, amount, category ## Credentials All credentials stored in macOS Keychain under service "PlaidTracker": - `plaid_client_id` - Plaid API client ID - `plaid_secret` - Plaid API secret - `access_token_*` - Individual bank access tokens ## MCP Configuration Claude Code has **two separate MCP config files** depending on the mode: | Mode | Config File | |------|-------------| | Normal | `~/.claude/mcp.json` | | YOLO (`--yolo`) | `~/.claude/mcp/yolo.json` | **Both files must be updated** when changing MCP server settings. ### Correct Plaid MCP Config ```json { "mcpServers": { "plaid": { "command": "/Users/sfinnerty/codingProjects/plaid-transactions-mcp/.venv/bin/python", "args": ["/Users/sfinnerty/codingProjects/plaid-transactions-mcp/plaid_mcp.py"] } } } ``` ### Troubleshooting If Plaid MCP shows "failed" in `/mcp`: 1. Check logs: `~/.cache/claude-cli-nodejs/-Users-sfinnerty/mcp-logs-plaid/` 2. Common issue: Wrong Python path (e.g., pointing to a Python version that doesn't exist) 3. Test manually: `echo '{"jsonrpc":"2.0","id":1,"method":"initialize","params":{"protocolVersion":"2024-11-05","capabilities":{},"clientInfo":{"name":"test","version":"1.0"}}}' | /Users/sfinnerty/codingProjects/plaid-transactions-mcp/.venv/bin/python /Users/sfinnerty/codingProjects/plaid-transactions-mcp/plaid_mcp.py` 4. After fixing config, restart Claude Code completely