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Personal Finance Mcp

io.github.JosueM1109/personal-finance-mcp ยท v1.0.0

Self-hosted, read-only MCP server that connects your banks and investments via Plaid.

Connect Runs on your machine

Terminal
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
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>",
        "PLAID_ENV": "<PLAID_ENV>",
        "PORT": "<PORT>"
      }
    }
  }
}
~/.cursor/mcp.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>",
        "PLAID_ENV": "<PLAID_ENV>",
        "PORT": "<PORT>"
      }
    }
  }
}
.vscode/mcp.json
{
  "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

NameDescription
PLAID_CLIENT_ID
Required, secret
Your Plaid client_id from the Plaid dashboard (Team Settings -> API).
PLAID_SECRET
Required, secret
Your Plaid secret for the target environment (production or sandbox).
PLAID_ENV
Optional
Plaid environment: production or sandbox.
PORT
Optional
Port the MCP HTTP server listens on inside the container.

Details

Packageghcr.io/josuem1109/personal-finance-mcp:1.0.0 (OCI, streamable-http)
First published20 Apr 2026
Last updated20 Apr 2026
Registry nameio.github.JosueM1109/personal-finance-mcp

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