adelaidasofia/finance-mcp

Local-first personal finance MCP. Plaid backbone (12K+ US institutions). Writes balances + holdings + transactions to your Obsidian-style markdown vault. Access tokens in macOS Keychain. Never sends data anywhere except plaid.com.

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finance-mcp

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adelaidasofia/finance-mcp

Plugin Claude Code

Bundles 1 hook, 1 MCP server

Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid. Writes balances, holdings, and transactions to a local markdown vault. Tokens stored in macOS Keychain.

not rated 0 4d ago A tokens not measured original MIT