A read-only MCP server that enables users to analyze their real bank, credit card, loan, and brokerage data through Plaid. It provides financial analysis tools for transactions, balances, investments, liabilities, and debt while keeping all access tokens and data locally stored.
open-source personal finance app with a first-party MCP server. 91 HTTP tools (OAuth 2.1 + DCR) and 87 stdio tools cover transactions, budgets, accounts, portfolio analytics, FX conversion, loans, subscriptions, goals, importers, and rules. Users self-host with Docker + PostgreSQL or use the managed cloud
A local MCP server that provides read-only SQL access to financial accounts via Plaid, enabling natural language queries about transactions, balances, and holdings.
MCP server for personal finance via Open Finance, consolidating accounts and cards and answering spending questions with aggregated numbers. Provides tools for category spending, recurring subscriptions, budgets, card bills, and installment forecasts, with data stored locally in an encrypted SQLite database.
Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
