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Securely let AI query bank balances and transactions via Plaid CLI.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "plaid-mcp" yet — see the docs or source repo.
Use plaid-mcp to query the current balances of my connected bank accounts, and list available and current balances by account name.
A structured list of bank account balances organized by account name.
Use plaid-mcp to fetch my bank transactions from the last 30 days, and list date, amount, merchant, and account in reverse chronological order.
A transaction list for the last 30 days including date, amount, merchant, and account details.
Use plaid-mcp to read my transactions for this month and summarize the top spending items by amount.
A concise summary of the major spending items for the current month based on transactions.
Developers or individual users can connect plaid-mcp to an MCP-compatible AI assistant so the model can directly query bank balances and transactions. This avoids manual exports for finance-related questions.
When users want to reduce credential exposure while using AI, this tool wraps Plaid CLI commands as MCP tools and keeps credentials local. It fits scenarios where access boundaries matter.
Data analysts or office users can use it to retrieve account transactions and balances, then ask AI to summarize, filter, or explain them. It is suitable for lightweight querying and organization of banking data.
It is an MCP tool that lets AI assistants such as Claude Code query bank balances and transactions through the Plaid CLI. It wraps Plaid CLI commands as tools the AI can call.
Based on the provided description, it requires the Plaid CLI. For detailed installation steps or runtime requirements, see the source repository.
The description states that it keeps your credentials local. In other words, it emphasizes local Plaid CLI usage rather than handing credentials to a remote service.
Let Claude access bank balances and transactions through a self-hosted Plaid server.
Access Plaid financial data and search official documentation from one tool.
Connect an MCP server for AI-assisted personal finance analysis and management.
Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Connect bank data so AI can answer questions about transactions and balances.
Manage personal finance data through AI-callable, schema-validated database tools.