Cursor plugin that connects agents to Finary through Finary's official remote Model Context Protocol server.
Read your net worth, accounts, holdings, spending, and budgets.
- Open Cursor Settings → Plugins.
- Search for Finary.
- Click Install, then complete the Finary sign-in prompt.
Or run /add-plugin finary in chat.
{
"mcpServers": {
"finary": {
"type": "http",
"url": "https://public-api.finary.com/mcp"
}
}
}Auth is OAuth with Dynamic Client Registration and PKCE. Cursor registers itself and opens Finary's sign-in when the plugin connects: sign in with your Finary account, review the list of data the assistant can read, and authorize read-only access. There is no API key, client ID, or banking credential to configure.
You need a Finary account. The connector reads what is already in Finary, so link your bank, brokerage, and other accounts in Finary first.
The connector reads the signed-in user's Finary data:
| Area | Data |
|---|---|
| Net worth | Total wealth and its allocation, including the split per family member |
| Accounts and assets | Accounts, holdings and positions, property, loans, and other assets |
| Investments | Fees per fund and compounding simulations |
| Cash flow | Income, spending, and budgets, with up to two years of history |
| Planning | Goals and plans |
| Profile | Family members and companies added in Finary, name, email, and linked-account status |
The hosted runtime is the source of truth for tool names and schemas.
- The connector is read-only. It cannot place orders, make transfers, or change or delete anything in Finary.
- It only reads the signed-in user's own data.
- Answers describe your wealth and are not investment advice.
- To disconnect, remove the plugin or revoke access from your Finary account. Revocation takes effect immediately, and reconnecting requires authorizing again.
- Finary MCP page: https://finary.com/en/mcp
- Setup guide: https://help.finary.com/en/articles/16335735-using-the-finary-mcp-with-my-ai-assistant-claude-chatgpt-perplexity-mistral
- Server URL: https://public-api.finary.com/mcp
Logo is Finary's official mark.
MIT