Era Context vs Personal Finance MCP

A side-by-side look at the Era Context 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.

E
Era ContextFinance & Fintech
Personal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more38FairAuth: not declared
Personal Finance MCP logoPersonal Finance MCPFinance & Fintech · Remote HTTP/SSESelf-hosted, read-only MCP server that connects banks, credit cards, loans, and brokerage accounts via Plaid. 9 tools for balances, transactions, recurring charges, liabilities, and investment holdings.55GoodAuth: api key required

Verdict: choose Era Context for finance & fintech work; 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?

E
Choose Era Context when

  • You need dedicated capabilities in the Finance & Fintech domain.
Explore Era Context

Personal Finance MCP logoChoose 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.
Explore Personal Finance MCP

Feature & specification comparison

Rows where the two servers differ are marked.

Spec
E
Era Context
Personal Finance MCP logoPersonal Finance MCP
CategoryFinance & FintechFinance & Fintech
Quality signal38/100 · Fair55/100 · Good
Install commandNot confirmed yetConfirmed
Transport—Remote HTTP/SSE
AuthNot declaredAPI key required
PricingNot declaredFree
Required env varsNone listedPLAID_CLIENT_IDPLAID_SECRETPLAID_TOKEN_CHASE
Verified ownerCommunity listingCommunity listing
GitHub stars—9
Directory activity 1 views 0 installs 0 upvotes 4 views 0 installs 0 upvotes
ToolsNot listed9

Tools & capabilities

Era Context 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 balances
  • get_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 / counterparty
  • get_recurring_transactionsDetected recurring inflow + outflow streams
  • get_liabilitiesCredit cards, student loans, mortgages with APRs and payment details
  • get_investment_holdingsCurrent holdings with symbol + security metadata
  • get_investment_transactionsBuy / sell / dividend history in a date range
  • get_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.

Era Context

No confirmed install command for Era Context yet — follow the setup steps linked from its listing page rather than a guessed package name.

Personal Finance MCP

mcpServers (Claude Desktop / Cursor)
{
  "mcpServers": {
    "josuem1109-personal-finance-mcp": {
      "url": "http://localhost:8000/mcp"
    }
  }
}

Frequently asked questions

Era Context is categorized under Finance & Fintech and uses an install path we have not confirmed yet. Personal Finance MCP belongs to Finance & Fintech and uses a remote HTTP/SSE transport. Pick Era Context 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. Era Context has no confirmed install command yet — follow its own setup instructions.

Era Context has no declared pricing — check the project's own site. 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 era-context and josuem1109-personal-finance-mcp as separate keys in the same mcpServers object, and your assistant will call tools from either one.

On AllMCPs, Era Context has a quality signal of 38/100 (Fair) with 1 views, 0 installs and 0 GitHub stars. Personal Finance MCP has 55/100 (Good) with 4 views, 0 installs and 9 GitHub stars.