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MCP server · Finance

Plaid MCP

· github.com/AbemKW/plaid-mcp
Unclaimed finance
InstallView source
30Low

Scored a month ago · breakdown

About Plaid MCP

Plaid MCP is an MCP server in the Finance category.

Install

From source
git clone https://github.com/AbemKW/plaid-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 (13)

find_recurring_chargesIdentify recurring subscriptions and estimate monthly/annual costs.

Parameters not published.

get_balancesFetch live, real-time balances directly from banks.

Parameters not published.

get_credit_cardsCredit card balances, limits, APRs, minimum payments, and due dates.

Parameters not published.

get_financial_snapshotOverview of net worth, monthly cashflow, top categories, and credit utilization.

Parameters not published.

get_loansStudent loan and mortgage balances, interest rates, and due dates.

Parameters not published.

get_monthly_summaryMonth-over-month income vs expenses summary.

Parameters not published.

get_net_worthCalculate total assets, liabilities, and net worth breakdown.

Parameters not published.

get_portfolioInvestment holdings, tickers, quantities, prices, cost basis, and gain/loss.

Parameters not published.

get_spending_summarySpending breakdown by category with percentages.

Parameters not published.

get_transactionsSearch and filter transactions across all accounts.

Parameters not published.

Show all 13 tools
get_upcoming_paymentsCredit card and loan payments due within a specified window.

Parameters not published.

list_accountsList all accounts, account types, balances, and masks across institutions.

Parameters not published.

list_linked_institutionsList all linked financial institutions and connection dates.

Parameters not published.

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Questions

About Plaid MCP

How do I install Plaid MCP?

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

Is Plaid MCP safe to use with an AI agent?

Its trust score is 30 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 Plaid MCP still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.