v0.0.1 · MIT License
Enables local access to personal banking data such as accounts, balances, transactions, and CSV exports, with optional preview and confirmation of transfers between the user's own accounts, including credit cards and pensions. Requires Node.js 22+, a customer account, and a personal API client with BankID login.
— · PolyForm Noncommercial License 1.0.0
Enables an AI assistant to query Plaid-synced bank data stored locally in SQLite — balances, transactions, spending, cash flow, recurring charges, and liabilities — plus bounded read-only SQL and local CSV/JSON exports, all over local stdio with no hosted service or listening port.
— · AGPL 3.0
Enables LLMs to query a local GnuCash MariaDB database through read-only MCP tools for account balances, recent transactions, spending and income by category, transaction search, and net worth without risking data mutation.
— · no license
Enables Claude to answer read-only questions about Wealthsimple accounts via Plaid, including balances, holdings, allocation, investment activity, net worth, and connection health. CSV exports serve as a fallback when Plaid data is incomplete.