Personal Finance MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| PLAID_ENV | No | Plaid environment (e.g., sandbox, development, production). Defaults to sandbox. | sandbox |
| PLAID_SECRET | No | Your Plaid secret key. Required for connecting to bank accounts via Plaid. | |
| OPENAI_API_KEY | No | Your OpenAI API key. Used for generating savings tips and report narrative. Falls back to static tips if not set. | |
| PLAID_CLIENT_ID | No | Your Plaid client ID. Required for connecting to bank accounts via Plaid. | |
| PLAID_ACCESS_TOKEN | No | Plaid access token for a bank account. Obtain via Plaid Link or by running get_sandbox_token.py. |
Capabilities
Server capabilities have not been inspected yet.
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
No tools | |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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