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Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "personal-capital-connector-mcp" yet — see the docs or source repo.
Connect to my Personal Capital data and summarize my current total net worth, account balances, and allocation by asset class.
Returns total net worth, detailed balances by account, and an overview of allocation across stocks, cash, funds, and other assets.
List all my transactions from the past 30 days, summarize spending by category, and identify the top 10 largest expenses.
Outputs a 30-day transaction list, spending totals by category, and a highlight summary of the largest expenses.
Using my current account data, compare my actual allocation with my target allocation of 60% stocks, 30% bonds, and 10% cash, then point out deviations and suggest rebalancing actions.
Provides differences between current and target allocations, the degree of drift, and actionable rebalancing suggestions.
Query Wealthsimple promotions, help articles, service status, and news via MCP.
Connect bank data so AI can answer questions about transactions and balances.
Manage personal finance data through AI-callable, schema-validated database tools.
Retrieve annuity client data, calculate payouts, and generate analysis reports.
Query hledger accounts, transactions, and statements for financial analysis.
Analyze multi-chain crypto portfolios and get tracking and optimization insights.