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PaulNorton

Personal Capital MCP Connector

by PaulNorton

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 point

5 tools exposed to Claude

Tool

What it answers

list_accounts

"What's my Chase credit card balance?" / "Show my savings accounts"

get_net_worth

"What's my net worth?" / "How much do I owe vs own?"

get_transactions

"What did I spend at restaurants last month?"

get_asset_allocation

"What's my asset allocation in my 401k?"

check_auth_status

"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 auth

Your 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.

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