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  3. Local-first personal finance MCP
MCP server · RAG

Local-first personal finance MCP

by · github.com/adelaidasofia/finance-mcp

Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…

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InstallView source
34Low

Scored 5 months ago · breakdown

About Local-first personal finance MCP

Local-first personal finance MCP is an MCP server published by adelaidasofia in the RAG category: local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.….

Recent commit activity is the strongest signal that reported issues will get attention.

Install

From source
git clone https://github.com/adelaidasofia/finance-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (12)

audit_tail(n)Last N audit-log entries.

Parameters not published.

healthcheckVerify Plaid creds, vault path, keychain access.

Parameters not published.

link_complete(alias, public_token)Exchange public_token, store in Keychain.

Parameters not published.

link_start(alias)Start linking a new bank. Returns link_token.

Parameters not published.

list_linkedList linked institutions + last-sync timestamps.

Parameters not published.

rollup_month(month)Compute monthly income/expense rollup → Cash Flow.md.

Parameters not published.

sync_all([alias])All of the above in sequence.

Parameters not published.

sync_balances([alias])Pull current balances → Accounts.md.

Parameters not published.

sync_holdings([alias])Pull investment positions → Investments.md.

Parameters not published.

sync_liabilities([alias])Pull credit + loan details.

Parameters not published.

sync_transactions([alias])Cursor-based transaction sync → SQLite.

Parameters not published.

unlink(alias)Remove an institution. Revokes Plaid item + deletes Keychain entry.

Parameters not published.

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Questions

About Local-first personal finance MCP

How do I install Local-first personal finance MCP?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Local-first personal finance MCP safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Local-first personal finance MCP still maintained?

Yes — the last commit was 18 hours ago. The repository has 0 stars and 0 forks.