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MCP Server
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MIT

Local-first personal finance MCP MCP Server

io.github.adelaidasofia/finance-mcp

RepositoryRegistry

What is the Local-first personal finance MCP MCP server?

Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…

How to install Local-first 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

    From dashboard.plaid.com

  • PLAID_SECRET
    required
    secret

    From dashboard.plaid.com

Claude Desktop
~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "finance-mcp": {
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<YOUR_PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<YOUR_PLAID_SECRET>"
      }
    }
  }
}
Cursor
~/.cursor/mcp.json
{
  "mcpServers": {
    "finance-mcp": {
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<YOUR_PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<YOUR_PLAID_SECRET>"
      }
    }
  }
}
Windsurf
~/.codeium/windsurf/mcp_config.json
{
  "mcpServers": {
    "finance-mcp": {
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<YOUR_PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<YOUR_PLAID_SECRET>"
      }
    }
  }
}
VS Code
.vscode/mcp.json
{
  "servers": {
    "finance-mcp": {
      "type": "stdio",
      "command": "https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb",
      "args": [],
      "env": {
        "PLAID_CLIENT_ID": "<YOUR_PLAID_CLIENT_ID>",
        "PLAID_SECRET": "<YOUR_PLAID_SECRET>"
      }
    }
  }
}
Claude Code
claude mcp add finance-mcp --env PLAID_CLIENT_ID=<YOUR_PLAID_CLIENT_ID> --env PLAID_SECRET=<YOUR_PLAID_SECRET> -- https://github.com/adelaidasofia/finance-mcp/releases/download/v0.1.0/finance-mcp.mcpb

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