I
io.github.JosueM1109/personal-finance-mcp
Self-hosted, read-only MCP server that connects your banks and investments via Plaid.
No known CVEs
MIT license
Maintained
Last commit 128d ago
Works with most clients
Transport: http
7 tools · ~321 tok
Grade A · 0.2% of 200K ctx
MCPpedia last refreshed this data
io.github.JosueM1109/personal-finance-mcp is an MCP server that self-hosted, read-only MCP server that connects your banks and investments via Plaid. Its tool list has not been published yet over http, requires no API key, and scores 65/100 on MCPpedia's security, maintenance and efficiency rubric.
Step 1
Install in your client
Config is the same across clients — only the file and path differ.
CD
Supported in Claude Desktophttp · Node 18+
Paste into ~/Library/Application Support/Claude/claude_desktop_config.json
{
"mcpServers": {
"io-github-josuem1109-personal-finance-mcp": {
"command": "<see-readme>",
"args": []
}
}
}Are you the author?
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[](https://mcppedia.org/s/io-github-josuem1109-personal-finance-mcp)
Read me
What io.github.JosueM1109/personal-finance-mcp does
Unofficial. This project is not affiliated with, endorsed by, or sponsored by Plaid Inc. "Plaid" is a trademark of Plaid Inc. This is a self-hosted client that talks to Plaid's API using credentials you supply.
Test This Server
No automated test available for this server. Check the GitHub README for setup instructions.
Scored, not listed
Why this score
Five weighted categories — click any category to see the underlying evidence.
Score breakdown
65/100across 5 weighted dimensions
0255075100
16
20
15
10
−35
Security
Maintenance
Efficiency
Documentation
Compatibility
Categoriesclick a row to see evidence
Security
OSV.devNo known CVEs.
No package registry to scan.
Inventory
Tools (7)
Click any tool to inspect its schema.
~321 tokens total
Community
Reviews
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Frequently Asked Questions
- Is io.github.JosueM1109/personal-finance-mcp safe to use?
- io.github.JosueM1109/personal-finance-mcp has no known CVEs as of the latest MCPpedia security scan. It does not require authentication, so any local process can connect — keep this in mind in shared environments. Licensed under MIT.
- How do I install io.github.JosueM1109/personal-finance-mcp?
- io.github.JosueM1109/personal-finance-mcp can be installed by cloning its GitHub repository and following the setup instructions in the README.
- What can io.github.JosueM1109/personal-finance-mcp do?
- io.github.JosueM1109/personal-finance-mcp provides 7 tools: Tools, Quickstart, Deployment, Security, Troubleshooting and 2 more. See the full tools list on the server page for descriptions and parameters.
- What AI clients work with io.github.JosueM1109/personal-finance-mcp?
- io.github.JosueM1109/personal-finance-mcp is compatible with claude-desktop, cursor, claude-code. It uses http transport.
- Is io.github.JosueM1109/personal-finance-mcp actively maintained?
- io.github.JosueM1109/personal-finance-mcp is less actively maintained — last commit was 128 days ago. It has 6 GitHub stars.
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Community
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