Fincontext
Fincontext is a MCP server that provides read-only Plaid-linked balances, holdings, transactions, and SQL analytics to AI agents over streamable HTTP.
About
Fincontext MCP exposes read-only personal finance data—bank and investment accounts through Plaid—with balances, holdings, transactions, and SQL-style analytics to AI agents. founders who manage runway, SaaS spend, and personal portfolios can connect this server so Claude or Cursor answers cash-flow and allocation questions from live-linked data instead of spreadsheets pasted into chat. The integration sits in Grow → Analytics because it informs how you compound or conserve resources after launch, though it also helps Operate when monitoring burn. The README emphasizes read-only access, which limits risk compared to payment-initiation tools. You still need Fincontext/Plaid onboarding on their side; the MCP entry documents only the remote URL. It is a finance data MCP, not a Stripe billing developer or tax filing skill.
- Read-only bank and investment accounts via Plaid
- Balances, holdings, transactions, and SQL analytics over Fincontext remote
- Hosted MCP at https://fincontext.ai/mcp (streamable-http)
- Catalog version 1.0.0
- Designed for agent-driven finance Q&A without write access to accounts
Fincontext by the numbers
- Data as of Jul 7, 2026 (Skillselion catalog sync)
claude mcp add --transport http fincontext https://fincontext.ai/mcpAdd your badge
Show developers this MCP server is listed on Skillselion. Paste this into your README.
| Transport | HTTP |
|---|---|
| Auth | None |
What it does
Give your agent read-only Plaid-backed balances, holdings, transactions, and SQL analytics for personal or finance questions.
Who is it for?
Best when you want agent-assisted runway, spend, and portfolio analysis with read-only Plaid aggregation.
Skip if: Skip if you need payment initiation, accounting ledger writes, or purely synthetic market data without real accounts.
What you get
After connecting Fincontext MCP, the agent can analyze read-only Plaid-sourced financial data and run SQL analytics on your linked accounts.
- Connected fincontext.ai/mcp remote
- Agent-accessible balances, holdings, transactions, and SQL analytics (read-only)
By the numbers
- Catalog version 1.0.0
- 1 streamable-http remote
- Data scope: balances, holdings, transactions, SQL analytics (Plaid, read-only)
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Read-only Plaid finance analytics MCP, not a merchant payments integration or generic database admin skill.
FAQ
Who is Fincontext MCP for?
Developers and operators who link real accounts through Fincontext/Plaid and want agents to query balances, holdings, and transactions safely in read-only mode.
When should I use Fincontext MCP?
Use it when you are analyzing burn, subscriptions, or investments during grow and operate phases and want SQL-backed answers in the agent.
How do I add Fincontext to my agent?
Add the remote MCP server https://fincontext.ai/mcp in your MCP client, complete Fincontext account linking as their docs require, then enable tools for finance queries.