OpenBudget MCP server

other

OpenBudget links your bank accounts through Plaid and gives Neotask's agent read-only access to balances and transaction history, so budgeting questions get answered directly from your real accounts instead of a spreadsheet you have to update by hand. Ask "how much did I spend on restaurants last month" or "what's my checking balance across all accounts" and the agent looks it up.

• Reads connected bank balances and transactions — never moves money
• Answers budgeting questions against real, current account data
• Works across every account you've linked through Plaid, not just one

What you can automate

OpenBudget MCP server

Query connected US bank account balances and transactions in read-only mode through Plaid-backed account linking to support budgeting insights.

Real workflows

Monthly spend check-in

Ask the agent to break down last month's transactions by category across your linked accounts; it pulls the real transaction data from OpenBudget and gives you the totals without you opening a banking app.

Frequently asked questions

Can Neotask move or spend my money through this?

No — the connection is read-only. It can see balances and transactions, not initiate transfers or payments.

Which accounts does it see?

Whatever US bank accounts you've linked through Plaid inside OpenBudget — nothing more.