Gate DEX MCP vs Personal Finance MCP
A side-by-side look at the Gate DEX MCP 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.
Verdict: choose Gate DEX MCP 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?
Choose Gate DEX MCP when
- You need dedicated capabilities in the Finance & Fintech domain.
- You prefer a local stdio subprocess transport.
- You want tools like
dex_auth_google_login_start, dex_auth_google_login_poll, dex_auth_login_google_wallet.
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 | ||
|---|---|---|
| Category | Finance & Fintech | Finance & Fintech |
| Quality signal | 59/100 · Good | 55/100 · Good |
| Install command | Confirmed | Confirmed |
| Transport | Local subprocess (stdio) | Remote HTTP/SSE |
| Auth | Not declared | API key required |
| Pricing | Not declared | Free |
| Required env vars | None listed | PLAID_CLIENT_IDPLAID_SECRETPLAID_TOKEN_CHASE |
| Verified owner | Community listing | Community listing |
| GitHub stars | 44 | 9 |
| Directory activity | 1 views 0 installs 0 upvotes | 4 views 0 installs 0 upvotes |
| Tools | 33 | 9 |
| Full listing | View Gate DEX MCP | View Personal Finance MCP |
Tools & capabilities
Gate DEX MCP tools 33
dex_auth_google_login_startStart Google OAuth login flow, returns verification URLdex_auth_google_login_pollPoll login status, returns mcp_token on successdex_auth_login_google_walletLogin with Google OAuth authorization codedex_auth_gate_login_startStart Gate OAuth login flow, returns verification URLdex_auth_gate_login_pollPoll Gate OAuth login status, returns mcp_token on successdex_auth_login_gate_walletLogin directly with Gate OAuth authorization codedex_auth_logoutRevoke current sessiondex_wallet_get_addressesGet wallet addresses for each chain (EVM, Solana)dex_wallet_get_token_listToken balances with prices and paginationdex_wallet_get_total_assetTotal portfolio value and 24h changedex_wallet_sign_messageSign a message with wallet private key (EVM / Solana)dex_wallet_sign_transactionSign a raw transaction with wallet private key- +21 more on 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.
Gate DEX MCP
{
"mcpServers": {
"gate-dex-mcp": {
"command": "npx",
"args": [
"-y",
"mcporter"
]
}
}
}
Personal Finance MCP
{
"mcpServers": {
"josuem1109-personal-finance-mcp": {
"url": "http://localhost:8000/mcp"
}
}
}
Frequently asked questions
Gate DEX MCP 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 Gate DEX MCP 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.
Gate DEX MCP 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 gate-dex-mcp and josuem1109-personal-finance-mcp as separate keys in the same mcpServers object, and your assistant will call tools from either one.
On AllMCPs, Gate DEX MCP has a quality signal of 59/100 (Good) with 1 views, 0 installs and 44 GitHub stars. Personal Finance MCP has 55/100 (Good) with 4 views, 0 installs and 9 GitHub stars.