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10 days ago
glama

Personal Finance MCP Server

Enables Claude to analyze personal finances by reading bank CSVs or connecting to Plaid for live transactions, categorizing spending, flagging overspending against benchmarks, and generating actionable reports and savings tips.

→ jahnavi-reddy03/personal-finance-mcp· listed on glama
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// 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 2 credentials: PLAID_SECRET, OPENAI_API_KEY
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.
configPLAID_CLIENT_ID
🔐 secretPLAID_SECRET
🔐 secretOPENAI_API_KEY
configPLAID_ENV
// 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 4 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/jahnavi-reddy03-personal-finance-mcp-mh30kz)](https://m8ven.ai/mcp/jahnavi-reddy03-personal-finance-mcp-mh30kz)
commit: c9fd97dbec77e2297ccec68845b9a83d6d7d8f73
code hash: 3d4dc3990090e6e476e3313b89ff0ef3f7c8b1c330ce8b2c36a3a1444c9fa80c
verified: 7/21/2026, 8:35:18 AM
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