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Local-first personal finance MCP

io.github.adelaidasofia/finance-mcp · v0.1.0

Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…

Connect Runs on your machine

Terminal
claude mcp add finance-mcp -e PLAID_CLIENT_ID=<PLAID_CLIENT_ID> -e PLAID_SECRET=<PLAID_SECRET> -- https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb
claude_desktop_config.json
{
  "mcpServers": {
    "finance-mcp": {
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<PLAID_SECRET>"
      }
    }
  }
}
~/.cursor/mcp.json
{
  "mcpServers": {
    "finance-mcp": {
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<PLAID_SECRET>"
      }
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "finance-mcp": {
      "type": "stdio",
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<PLAID_SECRET>"
      }
    }
  }
}

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools

This server runs locally, so its tools are listed by your MCP client once it starts.

Environment variables

NameDescription
PLAID_CLIENT_ID
Required
From dashboard.plaid.com
PLAID_SECRET
Required, secret
From dashboard.plaid.com

Details

Packagehttps://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/[email protected] (MCPB, stdio)
First published20 May 2026
Last updated20 May 2026
Registry nameio.github.adelaidasofia/finance-mcp

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