Local-first personal finance MCP Server

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

Packages and local setup

The published mcpb package is https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb, version 0.1.0. Its declared MCP transport is stdio.

The package declares PLAID_CLIENT_ID (required): From dashboard.plaid.com; PLAID_SECRET (required): From dashboard.plaid.com.

Before connecting

Check the maintainer’s instructions for account access, authentication and the supported client configuration. Once connected, inspect the tools your client receives and try a small task that matches the server’s stated purpose. The registry description does not include a verified, complete tool list.

Project and source

View the publisher’s registry entry · Project repository. This profile uses version 0.1.0 from the registry. Registration identifies the publisher namespace; it does not establish that this is a first-party integration for every service it connects.

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