Personal Finance MCP Server
by josuem1109io.github.JosueM1109/personal-finance-mcpv1.0.0
Self-hosted, read-only access to bank, credit card, loan and brokerage accounts via Plaid: balances, transactions, recurring charges, liabilities and holdings.
context tax
queued
security
queued
cold start
queued
freshness
Slowing6mo ago
Install Personal Finance MCP server
No published package or hosted endpoint yet — see the repository README for build-from-source instructions.
Configuration
| Variable | Required | Secret | Description |
|---|---|---|---|
| PLAID_CLIENT_ID | yes | yes | Your Plaid client_id from the Plaid dashboard (Team Settings -> API). |
| PLAID_SECRET | yes | yes | Your Plaid secret for the target environment (production or sandbox). |
| PLAID_ENV | — | — | Plaid environment: production or sandbox. |
| PORT | — | — | Port the MCP HTTP server listens on inside the container. |
Freshness
Slowing — last maintenance signal 6mo ago. The newest of the signals below sets the band.
Last commit (default branch)
2026-04-20 · 6mo ago · GitHub
Latest release
2026-04-20 · 6mo ago · GitHub · v0.1.0
Package published
no data · npm/PyPI
Registry entry updated
2026-04-20 · 6mo ago · official registry · v1.0.0
FAQ
›Does Personal Finance require an API key?
Yes. It expects PLAID_CLIENT_ID, PLAID_SECRET, of which 2 are secrets.
›Can I use Personal Finance as a remote (hosted) MCP server?
Yes. It is a hosted MCP server; connect to its URL with any client that supports remote MCP.
›Is Personal Finance in the official MCP registry?
Yes, as io.github.JosueM1109/personal-finance-mcp.
Alternatives to Personal Finance
Other finance & fintech MCP servers.