Personal Finance Mcp

Overview

Personal Finance Mcp is a Model Context Protocol (MCP) server: Self-hosted, read-only MCP server that connects your banks and investments via Plaid. As an MCP server it plugs straight into AI assistants, exposing its functionality as tools the model can invoke on your behalf.

It runs locally: the Docker image ghcr.io/josuem1109/personal-finance-mcp:1.0.0 speaks MCP over stdio on your machine. Configuration happens through environment variables — you'll need PLAID_CLIENT_ID, PLAID_SECRET. The current release is v1.0.0, published under the MIT license, with source at JosueM1109/personal-finance-mcp on GitHub.

You'll find Personal Finance Mcp in the Finance category here on mcp.site; it connects to Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and any other MCP client — see the install snippets below. If you maintain Personal Finance Mcp for JosueM1109, claim this listing to verify ownership, earn the Verified badge, and keep the details current.

Installation

// claude_desktop_config.json
{
  "mcpServers": {
    "personal_finance_mcp": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "ghcr.io/josuem1109/personal-finance-mcp:1.0.0"
      ],
      "env": {
        "PLAID_CLIENT_ID": "<plaid-client-id>",
        "PLAID_SECRET": "<plaid-secret>"
      }
    }
  }
}

Requires PLAID_CLIENT_ID, PLAID_SECRET