A read-only MCP server that connects AI clients to your own bank, credit card, loan, and brokerage data through Plaid or Teller, letting you query accounts, balances, transactions, holdings, liabilities, identity, income, and run debt avalanche/snowball payoff analysis. Credentials and access tokens stay locally in a chmod-600 SQLite file, with outbound calls limited to the provider's API.
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.