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ai.fincontext/fincontext

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Publisher-provided description

Read-only bank & investment accounts via Plaid: balances, holdings, transactions, SQL analytics.

Summary by lookupd

Lets an agent read bank and investment account balances, holdings, and transactions, and run SQL analytics on them.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http fincontext https://fincontext.ai/mcp

Codex, remote (streamable-http)

codex mcp add fincontext --url https://fincontext.ai/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "fincontext": {
      "url": "https://fincontext.ai/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

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