# finance-mcp

> finance-mcp — adelaidasofia-finance-mcp. Use this tool when you need to unify your financial data from multiple accounts, such as banks, brokerages, and loans, into a single, secure, and locally-stored markdown vault. It solves problems of financial data fragmentation and insecurity by aggregating balances, holdings, and transactions via Plaid and storing access tokens securely in macOS Keychain. Ideal for individuals seeking a private and organized approach to personal finance management.

Canonical page: https://skillsregistry.net/skills/adelaidasofia-finance-mcp  
JSON: https://api.skillsregistry.net/v1/skills/adelaidasofia-finance-mcp

## Description

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.

## Trust

- **Trust score (0–1):** 0.69
- **Verification tier:** scanned
- **Last scanned:** 2026-08-29

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-08-29

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/n3pnjx6l2i)
- **Repository:** <https://github.com/adelaidasofia/finance-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "adelaidasofia-finance-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/adelaidasofia-finance-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/adelaidasofia-finance-mcp/pull`

---
SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt