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.
Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.