Local-first personal finance MCP

Overview

Local-first personal finance MCP is a Model Context Protocol server that aggregates your bank, brokerage, credit, and loan accounts in one place via Plaid. Instead of manually tracking finances across multiple apps, you can ask Claude and other AI assistants to analyze your accounts, calculate net worth, and answer questions about your money through natural conversation.

The server runs locally with no authentication required and works out of the box. It's built on FastMCP and designed to integrate seamlessly with personal knowledge systems like Obsidian through dataview. The latest release is v0.1.0, published under the MIT license with full source code available at adelaidasofia/finance-mcp on GitHub.

Local-first personal finance MCP belongs in the Finance category on mcp.site and works with any MCP client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server, claim your listing to verify ownership and keep the information up to date.