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Let Claude access bank balances and transactions through a self-hosted Plaid server.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "plaid-mcp-server" yet — see the docs or source repo.
Use the Plaid MCP server to fetch my bank transactions from the last 30 days and organize them into a table by date, amount, and merchant.
A table of recent transactions for quickly reviewing spending and income.
Use the Plaid MCP server to list all my connected bank accounts and summarize each account's current and available balance.
A balance summary across connected accounts to understand overall cash position.
Use the Plaid MCP server to retrieve my transactions from the last 90 days, total them by spending category, and identify the top three categories.
A categorized spending summary highlighting the highest expense categories for budgeting.
Access Plaid financial data and search official documentation from one tool.
Query hledger accounts, transactions, and statements for financial analysis.
Turn bank transactions into digests with forecasts, spending analysis, and receipt matching.
Connect Pluggy open finance data to fetch accounts, transactions, and initiate payments.
Lets Claude read and screenshot TradingView charts for read-only technical analysis.
Search and retrieve past conversation history inside Claude Code workflows.