FinContext MCP MCP server

FinContext provides a read-only bank-context layer for AI assistants via the Model Context Protocol. It connects to over 10,000 US financial institutions through Plaid, allowing agents to access balances, transactions, and holdings without requiring users to export CSVs or log into multiple banks. The server structures financial data so AI can reason over real numbers, enabling budget reviews, spending analysis, and financial comparisons directly within compatible AI clients like Claude or ChatGPT.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

OAuth sign-inEndpoint checked 2026-10-05Operated by FinContext

MCP endpoint (Streamable HTTP)

https://fincontext.ai/mcp

Vendor documentation

What you can do with it

Review recent budget and spending trends
Analyze monthly spending against averages
Check account balances and holdings
Compare financial options like paying off debt vs investing

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

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

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

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

Cursor

Merge this server into .cursor/mcp.json in your project, then enable fincontext-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "fincontext-mcp": {
      "type": "streamableHttp",
      "url": "https://fincontext.ai/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start fincontext-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "fincontext-mcp": {
      "type": "http",
      "url": "https://fincontext.ai/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

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

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "fincontext-mcp": {
      "serverUrl": "https://fincontext.ai/mcp"
    }
  }
}

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