Personal finance assistant — track transactions, budgets, net worth via Plaid
Personal finance assistant — track transactions, budgets, net worth via Plaid
Personal finance MCP server by Parsons.AI — connect AI assistants to your financial data.
Money connects to your bank accounts via Plaid to provide real-time financial tracking. All data is secured with row-level security — you can only access your own financial data.
Compare MCP servers by category, or browse hosted MCP servers if you prefer an endpoint over a local process.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| whoami | Get authenticated user info |
| schema | Get database table/column details |
| query | Execute read-only SQL queries on your financial data |
| mutate | Create, update, or delete budgets, goals, reminders, and other entities |
| sync | Refresh latest data from connected bank accounts via Plaid |
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