Personal Capital MCP Connector
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Personal Capital MCP ConnectorWhat's my net worth?"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Personal Capital MCP Connector
File structure
personal-capital-connector/
├── pyproject.toml
└── src/personal_capital_connector/
├── __init__.py
├── __main__.py
├── auth.py # session persistence + 2FA flow
├── client.py # API wrapper + data formatters
├── server.py # FastMCP server with 5 tools
└── cli.py # CLI entry point5 tools exposed to Claude
Tool | What it answers |
| "What's my Chase credit card balance?" / "Show my savings accounts" |
| "What's my net worth?" / "How much do I owe vs own?" |
| "What did I spend at restaurants last month?" |
| "What's my asset allocation in my 401k?" |
| "Is my Empower session still valid?" |
Prerequisites
Install uv: https://docs.astral.sh/uv/
To get started
Step 1 — Authenticate once (interactive 2FA):
uv run --directory {full path to this directory} personal-capital-connector authYour session is saved to ~/.config/personal-capital-connector/session.json (chmod 600). Re-run this any time your session expires.
Step 2 — Add to Claude Desktop's MCP settings (e.g. ~/Library/Application Support/Claude/claude_desktop_config.json):
{
"mcpServers": {
"personal-capital": {
"command": "{full path to uv}",
"args": [
"run",
"--directory",
"{full path to this directory}",
"personal-capital-connector"
]
}
}
}Step 3 — Restart Claude and start asking questions.
Maintenance
Resources
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Looking for Admin?
If you are the server author, to access and configure the admin panel.
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