Connects your Claude environment to Plaid's 12,000+ supported financial institutions and writes the results into local markdown files. You link banks through Plaid's standard flow, then pull balances, investment holdings, transactions, and liabilities on demand. Access tokens live in macOS Keychain, transaction history goes into local SQLite, and account summaries write to your vault as auto-sync blocks in Accounts.md, Investments.md, and Cash Flow.md. Built for people who want their financial data aggregated locally instead of sitting on a SaaS server. Starts in Plaid sandbox mode by default, supports development and production environments once you're ready to connect real accounts.