# Personal Finance

> Use this tool when you need to securely access and manage financial data from bank accounts, credit cards, and investment portfolios within your own infrastructure. It solves problems related to financial data aggregation and integration, providing read-only access via the Plaid API. Ideal for use cases requiring self-hosted financial data management, with configurable support for production and sandbox environments.

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

## Description

Personal Finance MCP provides read-only access to bank accounts, credit cards, and investment portfolios via the Plaid API. Self-hosted as a Docker/OCI container, keeping financial data within your own infrastructure. Supports both production and sandbox Plaid environments via configurable environment variables.

## 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:** mcp-remote
- **Runtime environment:** api
- **Category:** cloud-infra
- **Updated:** 2026-09-19

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/josuem1109-personal-finance)
- **Repository:** <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"
    }
  }
}
```

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