Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
Install
Run one of the commands below, then add the client config underneath.
https://fincontext.ai/mcpClient configuration
Paste into Claude Desktop, Cursor (mcp.json), VS Code or any MCP client, then restart the client.
{
"mcpServers": {
"fincontext": {
"url": "https://fincontext.ai/mcp"
}
}
}About this server
Fincontext is listed in the Databases category of the MCPNav directory. It is distributed as Streamable HTTP and can be loaded by any client that speaks the Model Context Protocol.
Typical uses include giving your assistant scoped access to the corresponding service so it can answer questions and take actions with real data instead of guessing. Always review what a server can access before you enable it — see our MCP security guide.
Frequently asked questions
What is the Fincontext MCP server?＋
Fincontext is an MCP server by fincontext. Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.
How do I install Fincontext?＋
Install it with: https://fincontext.ai/mcp. Then add the JSON config to your client's MCP settings and restart the client.
Is Fincontext free to use?＋
The MCP server itself is free to install. Any third-party API it calls (such as a search or maps API) may require its own key and billing.
Which clients support Fincontext?＋
Any MCP-compatible client can use it, including Claude Desktop, Cursor, VS Code, Windsurf and custom agents.