LocalPaid service

Personal Finance MCP server

JosueM1109/personal-finance-mcp

Self-hosted, read-only access to bank, credit card, loan and brokerage accounts via Plaid: balances, transactions, recurring charges, liabilities and holdings.

9 GitHub stars1 forks
Source code

Install Personal Finance in Claude Code

This server doesn't publish a package to a registry, so follow the install steps in its README. Once it runs, register it with Claude Code:

Claude Code
claude mcp add personal-finance -- <command to start the server>

Frequently asked questions

What does the Personal Finance MCP server do?

Self-hosted, read-only access to bank, credit card, loan and brokerage accounts via Plaid: balances, transactions, recurring charges, liabilities and holdings.

Is the Personal Finance MCP server free?

Probably not entirely. The listing mentions pay-per-call, credits or a subscription. Check the provider for current pricing.

Does Personal Finance run locally or remotely?

Local. Runs on your machine (stdio). You install it with npx, uvx, Docker or from source.

How do I add Personal Finance to Claude Code?

Follow the install steps in the project's README at https://github.com/JosueM1109/personal-finance-mcp, then register it with "claude mcp add".

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