Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid.…
Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid. Writes balances, holdings, and transactions to your local Obsidian-style markdown vault. Access tokens stay in macOS Keychain. Never sends data anywhere except plaid.com. Link any US bank or brokerage via Plaid (Chase, Citi, Schwab, Discover, Fidelity, Wells Fargo, Bank of America, Capital One,…
Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts — it cannot prove the absence of malicious code.
Local-first personal finance MCP. Aggregates bank, brokerage, credit, and loan accounts via Plaid. Writes balances, holdings, and transactions to your local Obsidian-style markdown vault. Access tokens stay in macOS Keychain. Never sends data anywhere except plaid.com. Link any US bank or brokerage via Plaid (Chase, Citi, Schwab, Discover, Fidelity, Wells Fargo, Bank of America, Capital One, Vanguard, Robinhood, Coinbase, student-loan servicers, 12,000+ institutions total). Pull live balances…