Skip to main content
Glama
t-rhex

plaid-mcp

by t-rhex
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Hybrid

Related Servers

Alternatives to plaid-mcp

No user-submitted related servers found.

    Related Servers

    • personal-finance-mcp

      JosueM1109
      A
      license
      A
      quality
      C
      maintenance
      Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.
      9
      8
      MIT

    • plaid-mcp

      yuechen
      A
      license
      Not graded
      quality
      D
      maintenance
      A local MCP server that provides read-only SQL access to financial accounts via Plaid, enabling natural language queries about transactions, balances, and holdings.
      MIT

    • plaid-mcp

      kenchambers1987-png
      A
      license
      B
      quality
      C
      maintenance
      A read-only MCP server that lets AI clients query real financial data (bank, credit card, loan, brokerage) via Plaid or Teller, offering tools for balances, transactions, investments, liabilities, identity, income, and debt analysis.
      24
      MIT

    • plaid-mcp

      Studio-Saelix
      A
      license
      B
      quality
      A
      maintenance
      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.
      24
      1
      MIT

    • finance-mcp

      LearningAI99
      F
      license
      Not graded
      quality
      C
      maintenance
      A read-only personal finance MCP server for analyzing transaction CSVs, providing tools to filter transactions, summarize spending, categorize charges, and flag unusual activity.
      1
      -

    • pocketledger

      ektamishra4321
      F
      license
      Not graded
      quality
      B
      maintenance
      MCP server for personal finance management. Enables natural language expense logging, budgeting, recurring charge detection, and statement import with deterministic local calculations.
      -
    Deploy Server
    One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

    TDQS

    A3.5/5.0

    Scored across 24 tools

    Disambiguation4/5

    Most tools have distinct purposes, but some overlap exists. For example, get_balances_tool and list_accounts_tool both provide account information, though one is live and the other cached. Similarly, refresh_transactions_tool and sync_transactions_tool both handle transaction updates, but with different timing and mechanisms. The descriptions help clarify these distinctions, preventing major confusion.

    Naming Consistency3/5

    The naming is mixed, with no single consistent pattern. Some tools use verb_noun (e.g., link_account, search_transactions_tool), others use noun_verb (e.g., spending_summary_tool), and some are more descriptive (e.g., summarize_debt_tool). While all names are readable and snake_case is used throughout, the lack of a uniform verb-first or noun-first convention reduces predictability.

    Tool Count4/5

    With 24 tools, the count is on the higher side but reasonable for a comprehensive financial data server like Plaid. It covers a wide range of operations from account linking to debt analysis, which justifies the breadth. However, it borders on being heavy, as some tools might be consolidated (e.g., transaction-related tools).

    Completeness5/5

    The tool set provides excellent coverage for financial data management. It includes core CRUD operations (e.g., add/remove/update external debts, link/remove institutions), data retrieval (balances, transactions, holdings, liabilities), and advanced analysis (spending summaries, debt payoff projections). There are no obvious gaps; agents can perform end-to-end workflows from linking accounts to analyzing financial health.

    Maintenance

    ActivityInactive
    ResponsivenessNo issues

    Resources