claude-finances

michaelajuarez/claude-finances
★ 0 stars TypeScript 🤖 AI/LLM Updated today
Plaid MCP server for claude.ai — live bank and investment data in Claude
View on GitHub → Try with Claude — $10 free →

Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "claude-finances": {
      "command": "npx",
      "args": [
        "-y",
        "michaelajuarez/claude-finances"
      ]
    }
  }
}

README Excerpt

A remote MCP server that gives Claude live access to your bank accounts, credit cards, and investments via [Plaid](https://plaid.com). Deploy it on any Linux server and connect it to [claude.ai](https://claude.ai) to ask questions about your finances from any device. 1. You run a one-time setup on your local machine (Mac/Windows/Linux) to connect your bank accounts via Plaid Link

Tools (7)

get_investment_holdingsget_monthly_overviewget_net_worthget_spending_summaryget_transactionslist_accountssearch_transactions