Personal Finance Mcp

Self-host this if you want Claude to query your actual bank accounts, credit cards, and investments through Plaid's API. It exposes nine read-only tools: list accounts and balances, search transactions by date or keyword, surface recurring charges, pull mortgage and loan details, and check investment holdings. You supply your own Plaid credentials (free tier works), link each institution once through their helper script, then drop access tokens in environment variables. The author runs it on Prefect Horizon for zero cost, but any Python host works as long as you gate the endpoint. Read-only by design, so it won't move money or initiate transfers.