Driggsby is an MCP server for personal finance. You link accounts through Plaid, and your AI client gets read-only MCP tools for transactions, balances, investments, and debts.
npx driggsby@latest mcp setupThis prompts you to choose a setup path. For Claude Code and Codex, it runs the native MCP setup command. Or specify one:
npx driggsby@latest mcp setup claude-code
npx driggsby@latest mcp setup codex
npx driggsby@latest mcp setup otherAfter setup, authenticate Driggsby through your client — run /mcp in
Claude Code, or sign in through the browser window Codex opens.
For another MCP client, choose Other. Driggsby currently supports only OAuth-based remote MCP at:
https://app.driggsby.com/mcp
Includes tools like:
| Tool | Description |
|---|---|
get_overview |
Balances, accounts, net worth |
search_cash_transactions |
Search and filter across all accounts |
query_cash_sql |
SQL over transaction data |
list_recurring_transactions |
Subscriptions and recurring payments |
list_investment_holdings |
Portfolio positions |
list_outstanding_debts |
Balances, rates, minimums |
query_investment_sql |
SQL over investment data |
- "What's my net worth across all accounts?"
- "How much did I spend on dining out last month?"
- "List every recurring subscription."
- "Find every Amazon charge over $100 this year."
- "Show my top 10 merchants by total spend this year."
# Claude Code scope (user by default, local for project-only)
npx driggsby@latest mcp setup claude-code -s local
# Print the native command without running it
npx driggsby@latest mcp setup codex --printRead-only via Plaid. Cannot move money, initiate transfers, or make trades. See driggsby.com for details.
Apache-2.0 — see LICENSE.