WealthAgent aggregates every bank, brokerage, card, and loan through Plaid and serves it over the Model Context Protocol. Point Claude, ChatGPT, Gemini — any MCP client — at one secure URL and ask about your net worth, holdings, spending, or capital gains. Read-only. Encrypted. Revoke anytime.
The Model Context Protocol is the open standard that lets AI agents call real tools. WealthAgent is an MCP server — so your money becomes something your agent can query directly, no plugins or copy-paste.
Add a single MCP URL to Claude, ChatGPT, Gemini, Cursor, or any MCP-compatible app. It just works.
Your agent calls typed tools like wealth_accounts_list, wealth_tx_list, and wealth_gains — answers come from live Plaid data, not guesses.
Mint a token per agent, read-only by default. See when each was last used and revoke any of them in one click.
{
"mcpServers": {
"wealth": {
"url": "https://app.texasnetworth.com/mcp",
"headers": {
"Authorization": "Bearer wa_pat_•••"
}
}
}
}
# Paste, save, restart your agent — done.
No data exports, no spreadsheets, no copy-pasting balances into a chat window. Link once, hand your agent a key, and ask away.
Connect banks, brokerages, credit cards, and loans through Plaid. Everything aggregates into one continuously-synced picture of your finances.
Generate a scoped access token in the Connect your AI tab and drop it into your agent's MCP config. One paste — done.
"What did I spend on travel last month?" "What are my realized gains this year?" Your AI answers from live, real data — not guesses.
Every capability is exposed as an MCP tool your agent can call directly — read-only by default.
Assets, liabilities, holdings breakdown, and performance over any range — at a glance or on demand.
Filter, search, tag, and annotate every transaction across accounts. Your agent does the digging.
FIFO realized gains, cost-basis overrides, and deductible tagging — tax season without the shoebox.
Ask where the money went by category, merchant, or month. Real numbers, instant answers.
Tell your agent to pull the latest from your institutions before it answers — always current.
Give accounts human nicknames; your agent uses them so its answers read like you talk.
The whole point is access without surrender. You decide which agents connect, what they can touch, and you cut them off in one click.
Agents see your data; they can't move money or change your accounts.
Mint a token per agent, see when each was last used, and revoke any of them instantly.
Credentials are handled by Plaid and stored encrypted. Your financial data never trains a model and is never sold.
Access is gated to approved accounts while we're early. No open sign-ups, no scraping.
You're always in control
Everything is included on every paid plan — all accounts, all MCP tools, daily sync. Prefer to self-host? WealthAgent is open source and free.
Open source · run it on your own box
Free forever
Hosted & managed by us
Billed monthly · cancel anytime
Hosted & managed by us
≈ $6.67/mo · billed yearly
Full details on the pricing page. Prices in USD; sales tax added where required.
Connect your accounts once and give your AI agent the full picture — securely, on your terms.
Free & open source · Powered by Plaid · MCP over HTTPS