Local-first personal finance MCP
Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…
Servidor MCP · de adelaidasofia
Resumo
Local-first personal finance MCP é um servidor MCP publicado por adelaidasofia. Marketplaces que lemos e que o listam: 3 (Official MCP Registry, Claude Code: claude-plugins-community, Community GitHub marketplaces). Vimos pela primeira vez em 2026-10-11 e não registramos mudanças desde então. Conforme nossa passagem pelos marketplaces em 2026-10-14.
O que pede
- Roda na sua máquina
- Segredos: 1
- Configurações: 2
- Hooks declarados: 1
Exige: PLAID_CLIENT_ID, PLAID_SECRET (secreta)
O que declara, pede e executa, por completo
Instale apenas plugins de desenvolvedores em quem você confia. Mostramos o que os marketplaces publicam e não testamos plugins.
Funciona com
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
Pelos marketplaces que o listam e pelo transporte MCP que declara, conforme cada cliente documenta. Não testamos plugins.
Conectar
Comandos e configurações gerados apenas a partir do que os marketplaces declaram. Não os executamos por você e não testamos plugins.
Como plugin do Claude Code
Gerado a partir do que Claude Code: claude-plugins-community declara.
/plugin marketplace add anthropics/claude-plugins-community
/plugin install finance-mcp@claude-communityOnde está publicado
| Marketplace | Status | Versão | Números | Verificado | Visto pela primeira vez |
|---|---|---|---|---|---|
| Official MCP Registry (Abrir o registro) | Listado | 0.1.0 | Forks (GitHub): 0 Estrelas (GitHub): 0 |
Sem marcação | |
| Claude Code: claude-plugins-community (Abrir o código no GitHub) | Listado | 0.1.0 | Forks (GitHub): 0 Estrelas (GitHub): 0 |
Sem marcação |
Cada número é do próprio marketplace e nunca é somado entre marketplaces. Um marketplace que não publica números não mostra nenhum: sem número não é zero.
Também listado em um marketplace da comunidade
| Marketplace | Repositório | Estrelas (GitHub) |
|---|---|---|
| finance-mcp | adelaidasofia/finance-mcp | 0 |
O que o pacote contém
Conforme publicado em Claude Code: claude-plugins-community.
Servidores MCP: 1
finance-mcp
Hooks: 1
SessionStart
O que mudou
- Apareceu em um novo marketplace: Community GitHub marketplaces
- Community GitHub marketplaces: apareceu
Plugins semelhantes
Produtos cujos próprios nomes, descrições, ferramentas e skills são os mais próximos deste pelo significado, em todos os marketplaces que lemos. A proximidade é ordenada apenas dentro desta lista.
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personal-finance-mcp io.github.JosueM1109/personal-finance-mcp
Self-hosted, read-only MCP server that connects your banks and investments via Plaid.
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personal-finance-ai-mcp io.github.CSOAI-ORG/personal-finance-ai-mcp
Personal Finance Ai MCP Server by MEOK AI Labs
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mcp-pluggy io.github.codespar/mcp-pluggy
MCP server for Pluggy — Open Finance Brasil aggregator: accounts, transactions, payment initiation
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Banking Assistant (Metabind demo)
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
-
Personal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.
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plaid-mcp io.github.mrfentmen/plaid-mcp
Query Plaid sandbox: institutions, categories, sandbox public tokens. Sandbox only.
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openfinance io.github.Openfinanceorg/openfinance
Connect your financial accounts to view balances, search transactions, and get spending insights.
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calcfi-mcp io.github.jeresalmisto/calcfi-mcp
24 free personal-finance + macro tools (mortgage, paycheck, tax, FRED, BLS) for LLM agents.
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money io.github.Parsons-ai/money
Personal finance assistant — track transactions, budgets, net worth via Plaid
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bilance com.bilanceapp/bilance
Your Bilance finances: spending, budgets, net worth. Optional edits, switchable. Never moves money.
Plugins semelhantes por marketplace
A mesma pergunta feita a cada marketplace separadamente: existe lá um equivalente deste plugin?
Listado em Claude Code: claude-plugins-community (5)
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AI-powered bookkeeping and tax filing for entrepreneurs at the heart of the European economy.
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Open a Vivid Business account from your AI chat via MCP.
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Personal finance ledger for AI agents. Connect your bank accounts via Plaid, then query spending, track recurring bills, categorize transactions, and get financial recaps — all…
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Skills for the Numeric's MCP. Purpose-built workflows for accounting teams — rec workbooks, department anomaly scanning, cross-workspace close dashboards, audit evidence exports…
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Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain language, e.g., set up invoices from a PO, onboard suppliers from…
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Ready-to-run workflows for financial advisors in Claude Cowork, drawing live data from the tools their firm already uses through third-party connectors. The plugin holds no client…
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blackrock-advisor-center-plugin
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Bring Airwallex's global financial infrastructure to Claude. Orchestrate actions across your account in plain language, e.g., set up invoices from a PO, onboard suppliers from…
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Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations. Pre-built skills chain multiple ZoomInfo tools into complete B2B sales…
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Listado em Community GitHub marketplaces (5)
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Personal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.
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Use Lunch Money data through a local MCP server.
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Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets
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Read-only banking and personal finance for AI agents: accounts, transactions, spending, budgets.
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Read-only public financial evidence from LiquiLens, Undertow, Seiche and Palimpsest.
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Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
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workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
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Link your bank, card, and investment accounts through Plaid so Grok can answer questions about balances, spending, subscriptions, and investments. You'll share contact details…
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Review positions, balances, P&L, and draft trade instructions.
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Read and write invoices, contacts, reports, and payroll.
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personal-finance-mcp io.github.JosueM1109/personal-finance-mcp
Self-hosted, read-only MCP server that connects your banks and investments via Plaid.
-
personal-finance-ai-mcp io.github.CSOAI-ORG/personal-finance-ai-mcp
Personal Finance Ai MCP Server by MEOK AI Labs
-
mcp-pluggy io.github.codespar/mcp-pluggy
MCP server for Pluggy — Open Finance Brasil aggregator: accounts, transactions, payment initiation
-
Banking Assistant (Metabind demo)
Demo personal-finance MCP App: spending, subscriptions, and net worth as interactive UI.
-
Personal-finance workspace for AI agents: accounts, spending, budgets, goals, and investments.
Encontrados pelo significado, não por código ou repositório em comum: plugins semelhantes continuam sendo produtos distintos, e isto não é uma avaliação nem uma recomendação.
Este plugin é seu?
Adicione-o aos seus projetos e prove que o mantém com um arquivo no repositório, um arquivo no seu domínio ou um registro DNS. Você recebe alertas quando um marketplace o publica, o remove, muda a marca de verificado ou o que ele pede, e o endpoint remoto passa a ser monitorado como um serviço web.
Dados de Official MCP Registry. Dados de Claude Code: claude-plugins-community. Dados de Community GitHub marketplaces. Os números vêm das nossas próprias passagens regulares pelos marketplaces, última leitura em . Não publicamos dados de contato dos editores de plugins.