# FinContext

> Use this tool when you need to integrate AI assistants with financial data, such as bank accounts and investment portfolios, to analyze balances, transactions, and holdings. FinContext solves the problem of manual data exports by providing read-only access to financial data through a headless layer with SQL-based analytics. It is ideal for use cases where AI tools require structured financial data to inform decisions, with 10 MCP tools available for direct analysis.

Canonical page: https://skillsregistry.net/skills/fincontext  
JSON: https://api.skillsregistry.net/v1/skills/fincontext

## Description

Connect AI assistants to bank accounts and investment portfolios via Plaid for read-only access to balances, holdings, transactions, and SQL-based analytics. FinContext provides a headless layer that eliminates manual CSV exports, letting AI tools analyze financial data directly through 10 structured MCP tools.

## Trust

- **Trust score (0–1):** 0.30
- **Verification tier:** unverified
- **Last scanned:** 2026-09-01

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** data-analytics
- **Updated:** 2026-09-01

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/fincontext)

## 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": "fincontext"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/fincontext` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/fincontext/pull`

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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