The MCP server for personal finance.
Enable your AI assistant to securely access...
Enable your AI assistant to securely access and interact with your financial accounts. Starting at $5/mo.
Connect your financial accounts...
Connect your financial accounts securely and give your AI assistant real-time access to balances, transactions, and net worth tracking.
Get real-time balances...
Get real-time balances across all your accounts - checking, savings, credit cards, and investments.
View your complete financial picture...
View your complete financial picture with automatic categorization of assets and liabilities.
Ask about transactions...
Ask about transactions from the last 24 hours across all connected accounts.
Bank-level encryption...
Bank-level encryption with Plaid. We only store the minimum - never account balances or transaction data.