Self-hosted, read-only MCP server that connects your banks and investments via Plaid.
Connect Runs on your machine
claude mcp add personal-finance-mcp -e PLAID_CLIENT_ID=<PLAID_CLIENT_ID> -e PLAID_SECRET=<PLAID_SECRET> -e PLAID_ENV=<PLAID_ENV> -e PORT=<PORT> -- docker run -i --rm ghcr.io/josuem1109/personal-finance-mcp:1.0.0
{
"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>",
"PLAID_ENV": "<PLAID_ENV>",
"PORT": "<PORT>"
}
}
}
}
{
"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>",
"PLAID_ENV": "<PLAID_ENV>",
"PORT": "<PORT>"
}
}
}
}
{
"servers": {
"personal-finance-mcp": {
"type": "stdio",
"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>",
"PLAID_ENV": "<PLAID_ENV>",
"PORT": "<PORT>"
}
}
}
}
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
| Name | Description |
|---|---|
PLAID_CLIENT_IDRequired, secret | Your Plaid client_id from the Plaid dashboard (Team Settings -> API). |
PLAID_SECRETRequired, secret | Your Plaid secret for the target environment (production or sandbox). |
PLAID_ENVOptional | Plaid environment: production or sandbox. |
PORTOptional | Port the MCP HTTP server listens on inside the container. |
Details
| Package | ghcr.io/josuem1109/personal-finance-mcp:1.0.0 (OCI, streamable-http) |
| First published | 20 Apr 2026 |
| Last updated | 20 Apr 2026 |
| Registry name | io.github.JosueM1109/personal-finance-mcp |
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