ai.fincontext/fincontext — MCP Server
ai.fincontext/fincontext is a Model Context Protocol (MCP) server that provides read-only access to bank and investment accounts via Plaid. It exposes account data such as balances, holdings, and transactions, and it supports SQL analytics. The server is intended for retrieving financial context in applications that consume MCP tools.
🛠️ Key Features
- Read-only access to bank and investment accounts
- Plaid-backed data access
- Balances
- Holdings
- Transactions
- SQL analytics
🚀 Use Cases
- Fetch financial balances and account positions
- Retrieve transaction history for accounts
- Run SQL-based analytics over Plaid-backed datasets
⚡ Developer Benefits
- Centralized, developer-consumable MCP interface for Plaid financial data
- Structured access to balances, holdings, and transactions
- SQL analytics for querying financial data
⚠️ Limitations
- Read-only (no write or account modification capabilities)