PluginBench
MCP Server
Maintained
MIT

io.github.JosueM1109/personal-finance-mcp MCP Server

io.github.JosueM1109/personal-finance-mcp

What is the io.github.JosueM1109/personal-finance-mcp MCP server?

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

How to install io.github.JosueM1109/personal-finance-mcp

Copy-paste configuration for popular MCP clients.

transport: stdio
Config generated by PluginBench — verify against the source before use.
Environment / auth
  • PLAID_CLIENT_ID
    required
    secret

    Your Plaid client_id from the Plaid dashboard (Team Settings -> API).

  • PLAID_SECRET
    required
    secret

    Your Plaid secret for the target environment (production or sandbox).

  • PLAID_ENV

    Plaid environment: production or sandbox.

  • PORT

    Port the MCP HTTP server listens on inside the container.

Claude Desktop
~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "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": "<YOUR_PLAID_ENV>",
        "PORT": "<YOUR_PORT>"
      }
    }
  }
}
Cursor
~/.cursor/mcp.json
{
  "mcpServers": {
    "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": "<YOUR_PLAID_ENV>",
        "PORT": "<YOUR_PORT>"
      }
    }
  }
}
Windsurf
~/.codeium/windsurf/mcp_config.json
{
  "mcpServers": {
    "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": "<YOUR_PLAID_ENV>",
        "PORT": "<YOUR_PORT>"
      }
    }
  }
}
VS Code
.vscode/mcp.json
{
  "servers": {
    "personal-finance-mcp": {
      "type": "stdio",
      "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": "<YOUR_PLAID_ENV>",
        "PORT": "<YOUR_PORT>"
      }
    }
  }
}
Claude Code
claude mcp add personal-finance-mcp --env PLAID_CLIENT_ID=<YOUR_PLAID_CLIENT_ID> --env PLAID_SECRET=<YOUR_PLAID_SECRET> --env PLAID_ENV=<YOUR_PLAID_ENV> --env PORT=<YOUR_PORT> -- docker run -i --rm ghcr.io/josuem1109/personal-finance-mcp:1.0.0

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