A persistent MCP server that securely manages Plaid bank connections, allowing AI assistants to query financial data (balances, transactions, investments, etc.) without exposing sensitive credentials.
Exposes SimpleFIN bank data (accounts and transactions) as tools for Claude Code, enabling users to connect to bank accounts, list balances, and fetch transactions.
Enables LLMs to access banking, investment, and cryptocurrency data through a standardized MCP interface, featuring Plaid integration for account and transaction data and Robinhood for crypto trading with audit trails.
Enables financial data access from connected bank accounts via MCP tools, allowing natural language queries about balances, transactions, subscriptions, investments, and more, with a focus on privacy and read-only access.