Wells Fargo is a leading financial services company that provides banking, investment and mortgage products and services, as well as consumer and commercial finance.
Provides AI assistants with secure, read-only access to over 15,000 financial institutions across the US and Europe via the Model Context Protocol. It enables users to query account balances, transactions, and spending breakdowns through natural language conversation.
Last updated
5
345
31
MIT
Why this server?
Allows linking Wells Fargo accounts via Plaid to pull balances, holdings, transactions, and liabilities.
Local-first personal finance MCP that aggregates bank, brokerage, credit, and loan accounts via Plaid and writes balances, holdings, and transactions to an Obsidian-style markdown vault, with access tokens stored securely in macOS Keychain.
Last updated
12
MIT
Why this server?
Enables parsing of Wells Fargo PDF statements into structured, tax-ready transactions.