Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
MCP server that exposes banking data (connections, accounts, balances, transactions) and agent skills, allowing AI agents to query and refresh financial data via stdio.
A local MCP server that provides read-only SQL access to financial accounts via Plaid, enabling natural language queries about transactions, balances, and holdings.
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.