finance-agent

Item: finance-agent
Rating: 74
Author: M8ven

Personal finance MCP server that integrates Plaid bank data with local SQLite memory for conversational budgeting, goal tracking, and transaction management.

→ preethampathi2305/finance-agent · 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.

// required environment variables

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

configDATABASE_PATH— "": "/ABSOLUTE/PATH/TO/finance-agent/data/planning.db"

// 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 7 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/preethampathi2305-finance-agent-1thryk)](https://m8ven.ai/mcp/preethampathi2305-finance-agent-1thryk)

commit: 6fa370b9cab0419423e9293059589dcfcf898945

code hash: 327151a9500c8b3638a6c23dac0f0b6d1065b82a6823f8a9c26cbed7b762c665

verified: 7/27/2026, 10:23:08 AM

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