Exposes SimpleFIN bank data (accounts and transactions) as tools for Claude Code, enabling users to connect to bank accounts, list balances, and fetch transactions.
Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
Enables local read-only exploration of Quicken Simplifi financial data through MCP, with tools for searching transactions, categories, tags, and merchants, using a local SQLite cache and token-based authentication.
This MCP server bridges Copilot Money with AI platforms like Claude and Cursor. It provides tools for fetching transactions, account balances, and automated data cleanup. By enabling secure, programmable access to financial records, it allows agents to perform complex tasks like transaction tagging and spending audits autonomously.