How do I install personal-finance-mcp?

Pick a client above and copy the generated config. Cursor and VS Code also have a deep link when the server can run locally or remotely.

Is personal-finance-mcp official?

No. Registry-listed is not the same as vendor-official. Read the methodology for the difference.

How is the trust score calculated?

This listing scores 13 (Limited). The formula is published on the methodology page.

MCPpedia

personal-finance-mcp MCP Server | MCPpedia

personal-finance-mcp MCP Server

Name: personal-finance-mcp MCP Server
Author: josuem1109

Self-hosted, read-only MCP server that connects your banks and investments via Plaid.

Tools Versions Alternatives

Registryjosuem1109

13Limited

Install

~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "josuem1109-personal-finance-mcp": {
      "command": "docker",
      "args": [
        "run",
        "-i",
        "--rm",
        "ghcr.io/josuem1109/personal-finance-mcp:1.0.0"
      ],
      "env": {
        "PLAID_CLIENT_ID": "YOUR_PLAID_CLIENT_ID",
        "PLAID_SECRET": "YOUR_PLAID_SECRET",
        "PLAID_ENV": "production",
        "PORT": "8000"
      }
    }
  }
}

Install guide

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Environment

Name	Required	Notes
PLAID_CLIENT_ID	Yes	Your Plaid client_id from the Plaid dashboard (Team Settings -> API). Secret.
PLAID_SECRET	Yes	Your Plaid secret for the target environment (production or sandbox). Secret.
PLAID_ENV	No	Plaid environment: production or sandbox.
PORT	No	Port the MCP HTTP server listens on inside the container.

personal-finance-mcp MCP Server

Install

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