— · 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.
v0.2.0 · MIT License
Enables MCP-capable AI agents to invoke 38 deterministic, private, auditable compute tools over stdio, covering PII masking, finance schedules, health, text, units, media, business, gaming, and scheduling without network access or dependencies.
— · AGPL 3.0
Enables AI agents to operate a self-hosted double-entry personal finance ledger: answering spending, net-worth and cash-flow forecast questions, searching transactions, and managing schedules, rules and imports through audited, reversible tools. Read and write access is scoped by token, with privacy controls over what financial details reach the agent.