JosueM1109/personal-finance-mcp
github analyzed 33e0343 deep scan unknown
Self-hosted, read-only MCP server that connects your banks and investments via Plaid.
JosueM1109/personal-finance-mcp is an MCP server distributed on github, maintained by JosueM1109, tracked here since June 2026. It has shipped 0 releases and exposes 9 tools. Tools include get_balances, get_institutions_status, get_investment_holdings, get_investment_transactions, get_liabilities, get_recurring_transactions, and 3 more. Its composite risk grade is A — an inferred review prompt computed from observed signals, not a verdict.
what we found
Reading the source raised one review prompt — purpose mismatch — each a pattern worth a human look rather than a finding of fault.
full security breakdown →tools
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get_balancesLive current + available balances (optionally filtered by account) -
get_institutions_statusHealth of each linked bank (surfaces re-auth needs) -
get_investment_holdingsCurrent holdings with symbol + security metadata -
get_investment_transactionsBuy / sell / dividend history in a date range -
get_liabilitiesCredit cards, student loans, mortgages with APRs and payment details -
get_recurring_transactionsDetected recurring inflow + outflow streams -
get_transactionsTransactions in a date range (up to 2 years back) -
list_accountsEvery account across every linked bank, with balances -
search_transactionsKeyword search across merchant / name / counterparty
release cadence · 90d
No releases yet.
recent releases
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