# personal-finance-mcp

> personal-finance-mcp — josuem1109-personal-finance-mcp. Use this tool when you need to manage and track your personal finances in a self-hosted environment. It connects to your banks via Plaid, allowing you to query account information from Claude Code, and provides a read-only MCP server for secure data access. Ideal for individuals seeking to consolidate financial data and automate queries, with input capabilities via Plaid and output through Claude Code.

Canonical page: https://skillsregistry.net/skills/josuem1109-personal-finance-mcp  
JSON: https://api.skillsregistry.net/v1/skills/josuem1109-personal-finance-mcp

## Description

Self-hosted, read-only MCP server for personal finance. Connect your banks via Plaid and query them from Claude Code.

## Trust

- **Trust score (0–1):** 0.94
- **Verification tier:** verified
- **Last scanned:** 2026-09-19

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** container
- **Runtime environment:** vm
- **Category:** finance
- **Updated:** 2026-09-22

## Source

- **Source listing:** [GitHub](https://github.com/JosueM1109/personal-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": "josuem1109-personal-finance-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/josuem1109-personal-finance-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/josuem1109-personal-finance-mcp/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