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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 Personal Capital financial data in natural language through the API.
Access read-only portfolio, cash-flow, and dividend insights from wealthAPI.
Let Claude access bank balances and transactions through a self-hosted Plaid server.
Query Wealthsimple promotions, help articles, service status, and news via MCP.
Query net worth, spending, transactions, budgets, and portfolio from MCP clients.
Manage personal finance data through AI-callable, schema-validated database tools.