Driggsby

Driggsby is an MCP server for personal finance. You link accounts through Plaid, and your AI client gets read-only MCP tools for transactions, balances, investments, and debts.

Setup

npx driggsby@latest mcp setup

This prompts you to choose a setup path. For Claude Code and Codex, it runs the native MCP setup command. Or specify one:

npx driggsby@latest mcp setup claude-code
npx driggsby@latest mcp setup codex
npx driggsby@latest mcp setup other

After setup, authenticate Driggsby through your client — run /mcp in Claude Code, or sign in through the browser window Codex opens.

For another MCP client, choose Other. Driggsby currently supports only OAuth-based remote MCP at:

https://app.driggsby.com/mcp

Tools

Includes tools like:

Tool	Description
get_overview	Balances, accounts, net worth
search_cash_transactions	Search and filter across all accounts
query_cash_sql	SQL over transaction data
list_recurring_transactions	Subscriptions and recurring payments
list_investment_holdings	Portfolio positions
list_outstanding_debts	Balances, rates, minimums
query_investment_sql	SQL over investment data

Examples

• "What's my net worth across all accounts?"
• "How much did I spend on dining out last month?"
• "List every recurring subscription."
• "Find every Amazon charge over $100 this year."
• "Show my top 10 merchants by total spend this year."

Options

# Claude Code scope (user by default, local for project-only)
npx driggsby@latest mcp setup claude-code -s local

# Print the native command without running it
npx driggsby@latest mcp setup codex --print

Security

Read-only via Plaid. Cannot move money, initiate transfers, or make trades. See driggsby.com for details.

License

Apache-2.0 — see LICENSE.