Enables self-hosted personal finance management for MCP clients by connecting read-only bank accounts via SimpleFIN, syncing transactions into a local SQLite database, and exposing tools to query balances, spending, budgets, cash flow, and net worth.
Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
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
Local-first crypto portfolio aggregation across exchanges (Bybit, Binance), EVM and Solana wallets, and Polymarket. Read-only credentials, runs as a local MCP server. Data aggregation only, not financial advice.
