Comdirect vs Personal Finance MCP
A side-by-side look at the Comdirect and Personal Finance MCP MCP servers: transport, auth, tools, quality signals, and the config to install either one in Claude, Cursor, Windsurf or VS Code.
C
ComdirectFinance & Fintech · Local subprocess (stdio)Read-only access to comdirect accounts, transactions, depots, orders and postbox documents.44FairAuth: otherVerdict: choose Comdirect for finance & fintech work as a local process; choose Personal Finance MCP for finance & fintech over a hosted endpoint. You can also run both side by side in one mcpServers block.
Which MCP server should you choose?
CChoose Comdirect when
- You need dedicated capabilities in the Finance & Fintech domain.
- You prefer a local stdio subprocess transport.
- Its auth model fits you: other.
Choose Personal Finance MCP when
- You need dedicated capabilities in the Finance & Fintech domain.
- You prefer a remote HTTP/SSE transport.
- Its auth model fits you: API key required.
- You have the keys it needs:
PLAID_CLIENT_ID, PLAID_SECRET, PLAID_TOKEN_CHASE. - You want tools like
list_accounts, get_balances, get_transactions.
Feature & specification comparison
Rows where the two servers differ are marked.
| Spec | C Comdirect | |
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 44/100 · Fair | 55/100 · Good |
| Install command | Confirmed | Confirmed |
| Transport | Local subprocess (stdio) | Remote HTTP/SSE |
| Auth | other | API key required |
| Pricing | Free | Free |
| Required env vars | None listed | PLAID_CLIENT_IDPLAID_SECRETPLAID_TOKEN_CHASE |
| Verified owner | Community listing | Community listing |
| GitHub stars | 3 | 8 |
| Directory activity | 0 views 0 installs 0 upvotes | 3 views 0 installs 0 upvotes |
| Tools | Not listed | 9 |
| Full listing | View Comdirect | View Personal Finance MCP |
Tools & capabilities
Comdirect tools
No tool names declared yet. Check the project README from the listing page.
Personal Finance MCP tools 9
list_accountsEvery account across every linked bank, with balancesget_balancesLive current + available balances (optionally filtered by account)get_transactionsTransactions in a date range (up to 2 years back)search_transactionsKeyword search across merchant / name / counterpartyget_recurring_transactionsDetected recurring inflow + outflow streamsget_liabilitiesCredit cards, student loans, mortgages with APRs and payment detailsget_investment_holdingsCurrent holdings with symbol + security metadataget_investment_transactionsBuy / sell / dividend history in a date rangeget_institutions_statusHealth of each linked bank (surfaces re-auth needs)
Ready-to-paste client configs
Paste either block (or both) into your client config, e.g. claude_desktop_config.json or ~/.cursor/mcp.json. We only show a config when the install command is confirmed.
Comdirect
{
"mcpServers": {
"comdirect": {
"command": "uvx",
"args": [
"comdirect-mcp@0.6.1"
]
}
}
}
Personal Finance MCP
{
"mcpServers": {
"josuem1109-personal-finance-mcp": {
"url": "http://localhost:8000/mcp"
}
}
}
Frequently asked questions
Comdirect is categorized under Finance & Fintech and uses a local stdio subprocess. Personal Finance MCP belongs to Finance & Fintech and uses a remote HTTP/SSE transport. Pick Comdirect for finance & fintech work and Personal Finance MCP for finance & fintech.
Copy the mcpServers block from the config section on this page into your client's config (for example claude_desktop_config.json or ~/.cursor/mcp.json), then fully restart the client.
Comdirect is listed as free. Auth: other. Personal Finance MCP is listed as free. Auth: api key required. If a server needs environment variables such as API keys, define them under the env key in your client's MCP config.
Yes. MCP clients support multiple servers: add comdirect and josuem1109-personal-finance-mcp as separate keys in the same mcpServers object, and your assistant will call tools from either one.
On AllMCPs, Comdirect has a quality signal of 44/100 (Fair) with 0 views, 0 installs and 3 GitHub stars. Personal Finance MCP has 55/100 (Good) with 3 views, 0 installs and 8 GitHub stars.