About Yodlee MCP Server
Yodlee MCP Server is an MCP server in the Documentation category: a Gradio-based MCP (Model Context Protocol) server that connects Claude Desktop to Yodlee banking data, with text-to-speech audio summaries powered by ElevenLabs and OpenAI TTS.
Install
git clone https://github.com/ashishmerani/yodlee-mcp-serverThis 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 (7)
generate_audio_summary(login_name?, from_date?, to_date?, custom_script?)Generate audio summary
Parameters not published.
get_accounts(login_name?, account_type?)Get linked financial accounts
Parameters not published.
get_current_user()Get the currently active user
Parameters not published.
get_spending_summary(login_name?, from_date?, to_date?)Get spending by category
Parameters not published.
get_transactions(login_name?, from_date?, to_date?, category_type?)Get transaction history
Parameters not published.
list_available_users()List all test user accounts
Parameters not published.
switch_user(login_name)Switch to a different user account
Parameters not published.
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