finance-mcp

Item: finance-mcp
Rating: 54
Author: M8ven

Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.

→ adelaidasofia/finance-mcp · listed on glama

Is this your MCP?

Claim it to get a verified publisher badge, a free copy of our full audit findings, and direct contact for any high-priority issues we find.

Install from

Glama PulseMCP

M8ven verifies MCPs across every public registry — install directly from whichever one you prefer.

// key findings

✅

No credential exfiltration, no sensitive file access, no obfuscation

Static analysis found nothing flowing your secrets to unexpected places.

✅

Open source with a license and README

Anyone can audit the code, the license is declared, and the publisher documents what it does.

🔐

You'll be asked for 1 credential: PLAID_SECRET

These are read from process.env at runtime. Make sure you trust where they’ll be sent.

// required environment variables

This server reads these from process.env. You'll be asked to provide them before it can run.

configFINANCE_MCP_DB_PATH

configFINANCE_MCP_AUDIT_LOG

configPLAID_ENV— Set via in .env. Switch by re-linking all institutions (tokens are environment-bound).

configPLAID_CLIENT_ID

🔐 secretPLAID_SECRET

configPLAID_WEBHOOK_URL

configFINANCE_MCP_FINANCE_FOLDER— Vault writes only happen inside the configured . Set to empty string to disable vault writes entirely.

configFINANCE_MCP_VAULT_PATH— "": "/Users/<you>/Documents/MyVault",

configMYCELIUM_NO_PING

// full audit trail

The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.

// improvement guidance — verified publishers only

We have 6 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

// embed badge in your README

[![M8ven Score](https://m8ven.ai/badge/mcp/adelaidasofia-finance-mcp-1l8u73)](https://m8ven.ai/mcp/adelaidasofia-finance-mcp-1l8u73)

commit: d423a7a2072acb099127c0ecde389305d11fe99e

code hash: 5b4af6b46594c74c96bb0685c72e680235a4f8c8a9f89ba09b8760d4d902037c

verified: 7/29/2026, 9:09:15 AM

view raw JSON →