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
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Related MCP Servers
- Alicense-qualityDmaintenanceEnables AI assistants to access and analyze MonarchMoney personal finance data through natural language queries. Provides comprehensive financial insights including account balances, transaction analysis, budget tracking, and spending patterns with enterprise-grade security.Last updated9MIT
- Alicense-qualityCmaintenanceEnables querying personal finance data including accounts, transactions, spending, holdings, net worth, and budgets from your self-hosted OpenCoffer instance. Supports natural language queries through any MCP-compatible client.Last updated12MIT
- Alicense-qualityFmaintenanceProvides read-only access to Monarch Money financial data, enabling AI assistants to analyze transactions, budgets, and cashflow.Last updated4MIT
- Alicense-qualityDmaintenanceEnables managing personal finances through the Lunch Money API, including transactions, categories, budgets, and accounts via natural language commands.Last updated101MIT
Related MCP Connectors
Ask your AI about bank accounts, spending, debts, holdings, and investment activity.
Connect AI agents to bank accounts, transactions, balances, and investments.
Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/PaulNorton/personal-capital-connector-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server