finance-mcp
Local-first personal finance MCP. Plaid backbone (12K+ US institutions). Writes balances + holdings + transactions to a markdown vault. Tokens in macOS Keychain.
About
A local-first personal finance MCP server. Connects to your bank, brokerage, and credit card accounts via Plaid (12,000+ US institutions). Writes balances, holdings, and transactions to a markdown vault you control. Access tokens stay in your macOS Keychain. Never exfiltrates data. Plaid is the only outbound network call. Daily use: sync_balances writes Accounts.md, sync_holdings writes Investments.md, sync_transactions updates the local DB, rollup_month writes Cash Flow.md.
Install
Two commands inside Claude Code. The first adds the marketplace, the second installs the plugin.
1. Add marketplace
/plugin marketplace add adelaidasofia/finance-mcp2. Install plugin
/plugin install finance-mcp@finance-mcpThe plugin sends an anonymous install signal to mycelium-ai.co/api/install on first install. See the telemetry policy for what is and is not collected.
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