Banking & Personal Finance

MCP servers providing AI agents with read-only access to bank accounts, investment portfolios, and personal finance data across 18,000+ financial institutions.

MCP servers connect AI agents directly to financial systems. Always use read-only access where possible. Store credentials in environment variables — never in conversation history. Finatune does not operate or maintain any MCP server listed here.

CommunityRead-OnlyAdvanced

Plaid MCP

Community MCP server connecting AI agents to 18,000+ financial institutions via Plaid API — bank accounts, transactions, income, investments, and liabilities. Read-only. Developer-focused. Free for development, usage-based in production.

claudechatgptcursor

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CommercialRead-OnlyBeginner

Truthifi MCP

Connect AI agents to your real investment portfolio across 18,000+ institutions for independent portfolio analysis — fees, performance, risk, and 100+ diagnostics. Read-only. $79.99/year. US only.

claudechatgptcursor

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OfficialRead-WriteBeginner

LunchMoney MCP

Official LunchMoney MCP server — connect AI agents to personal budgets, transactions, and spending analytics. Natural language queries and transaction logging. Read-write. $10/month. Available globally.

claudechatgptcursor

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