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yuechen

plaid-mcp

by yuechen

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      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.
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      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.
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    • F
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      Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.
      15
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