personal-finance-mcp

Item: personal-finance-mcp
Rating: 43
Author: M8ven

Self-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.

→ JosueM1109/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.

// 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 1 concrete improvement we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.

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[![M8ven Score](https://m8ven.ai/badge/mcp/josuem1109-personal-finance-mcp-u0lirz)](https://m8ven.ai/mcp/josuem1109-personal-finance-mcp-u0lirz)

commit: 33e03432a02beace3f68949ba46c65ba9471a452

code hash: 2b0e76bdb07567efbdb6b470bd512d78b7c768a19699ad75c0010a7be8575773

verified: 6/10/2026, 11:22:31 AM

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