Local SimpleFIN Bridge sync with a CLI and an MCP server for agents
View on GitHub ↗Read-only access to your bank, card and loan accounts through SimpleFIN Bridge, as a CLI and an MCP server for agents.
Data is synced into a local SQLite database, and every query reads that copy. Syncing happens automatically (see Auto-sync), within SimpleFIN's limit of about 24 requests a day; it disables access tokens that keep going over. Works on macOS, Linux and Windows.
2. Connect (a human does this step). At bridge.simplefin.org, connect your banks and create a setup token for a new app. Then run this in a terminal and paste the token:
The token works once. The access URL it returns is saved to the system keychain (macOS Keychain, Windows Credential Manager, or Secret Service on Linux) and never printed.
Agent Config ------ OpenCode (opencode.json) "mcp": { "simplefin": { "type": "local", "command": ["simplefin", "mcp"] } } Claude Code claude mcp add simplefin -- simplefin mcp Codex (~/.codex/config.toml) [mcpservers.simplefin]command = "simplefin"args = ["mcp"] Anything else stdio server, command simplefin mcp
That's it. Data stays fresh on its own; no cron job needed.
Built in, on every OS, with no scheduler:
- MCP server: while it runs, it checks every 10 minutes and syncs when data is older than 12 hours. - CLI: accounts, transactions, summary and balances sync first when data is stale. Pass --no-sync to skip. - Quota-safe: every process shares one lease in the database, so several agents or terminals at once still make one request, and failed attempts retry at most every 3 hours. syncnow also skips if any sync started in the last 10 minutes.
From the project README.
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