
fincontext
Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
Send to Your Agent
Copy this prompt and paste it into Claude, Cursor, or any MCP client to install instantly.
Install the fincontext MCP server for me.
Server: fincontext
Description: Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
Install command:
GitHub:
Please install this MCP server and confirm when ready. Paste into any AI agent with MCP support — works with Claude Desktop, Cursor, Cline, and more.
Quick Install
Config file: ~/Library/Application Support/Claude/claude_desktop_config.json
- Open Claude Desktop app
- Go to Settings → Developer → Edit Config
- Paste the config below into the file
- Restart Claude Desktop
Add this to your ~/Library/Application Support/Claude/claude_desktop_config.json
Installation Methods
Tools (1)
execute Execute server operations
Compatibility
About
Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
Overview
Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
Tools
- execute: Execute server operations
Related Resources
GitHub
MCP ServerRepository management, file operations, and GitHub API integration
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Filesystem
MCP ServerSecure file operations with configurable access controls
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