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Connect your portfolio via Plaid to query value, holdings, and transactions.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "poke-plaid-mcp" yet — see the docs or source repo.
After connecting my investment accounts via Plaid, tell me my current total portfolio value.
Returns the current total portfolio value.
List the main holdings in my portfolio and their current status.
Outputs a holdings list to help the user understand portfolio composition.
Show me the recent transactions from my investment accounts.
Returns recent transaction details for reviewing account activity.
Investors or analysts can connect a portfolio to Poke through Plaid and directly query total value, holdings, and transactions. This makes account overviews easier to access.
Developers can use this MCP tool to connect portfolio data to Poke so users can ask questions about value, holdings, and transactions. It fits AI workflows that need investment account data.
It is a custom MCP server that connects your investment portfolio to Poke through Plaid and supports queries about portfolio value, holdings, and transactions.
Based on the description, it requires Plaid and an environment that can connect to Poke. For exact setup and account requirements, see the source repository.
The provided information does not include installation or deployment steps. Please see the source repository for details.
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