personal-capital-connector-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| check_auth_statusA | Check whether the Personal Capital session is authenticated and valid. Returns a status message. If not authenticated, explains how to fix it. |
| list_accountsA | List all Personal Capital / Empower accounts with current balances. Accounts are grouped by type: cash (checking/savings), credit (credit cards), investment (brokerage/401k/IRA), loan (mortgage/auto/student), and other. Closed accounts are always excluded. Zero-balance accounts are shown by default. Use type_filter to narrow to a specific category. |
| get_net_worthA | Get a summary of current net worth broken down into total assets vs total liabilities, with subtotals by account category (cash, investments, credit cards, loans). |
| get_transactionsA | Fetch recent transactions from all connected accounts. Supports filtering by keyword (merchant/description) and minimum dollar amount. Returns up to 100 transactions sorted most-recent first. |
| get_asset_allocationA | Show investment holdings and asset allocation breakdown. Displays allocation by asset class (US Stocks, International Stocks, Bonds, etc.) with dollar values and percentages, then lists holdings per account. Use account_filter to focus on retirement accounts, a specific brokerage, etc. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 5 tools
Each tool has a unique and clear purpose: auth check, asset allocation, net worth, transactions, and accounts. No overlap in functionality.
All tool names follow a consistent verb_noun pattern with lowercase and underscores (check_auth_status, get_asset_allocation, etc.), making them predictable and easy to understand.
With 5 tools, the server is well-scoped for a personal finance connector covering essential data retrieval: accounts, transactions, net worth, asset allocation, and auth checking.
The tool set covers the main read operations for personal capital data. Minor gaps like transaction categorization or historical trends exist, but they are not critical for the core purpose.