ClawFin

This project is archived and no longer maintained.

A local-first bridge between Plaid and OpenClaw via MCP. All data stays on your machine.

Quick Start

npx @l3g/clawfin

That's it. The setup wizard walks you through everything on first run.

What Happens

1. First run — interactive wizard asks for your Plaid API keys
2. Starts the service on http://127.0.0.1:8787
3. Open the dashboard to connect your bank via Plaid Link
4. Configure Claude with the MCP snippet the wizard prints

Architecture

┌──────────────┐     stdio      ┌─────────────────┐    HTTP (localhost)    ┌─────────────────┐     HTTPS     ┌───────┐
│   OpenClaw   │◄──────────────►│   mcp-server    │◄──────────────────────►│ finance-service │◄─────────────►│ Plaid │
│   (Claude)   │                │  (thin adapter)  │                       │  (core backend)  │               │  API  │
└──────────────┘                └─────────────────┘                        └────────┬────────┘               └───────┘
                                                                                    │
                                                                          ┌─────────┴─────────┐
                                                                          │  SQLite  │  Vault  │
                                                                          └───────────────────┘

Commands

Command	Description
npx @l3g/clawfin	Start service (runs setup on first use)
npx @l3g/clawfin setup	Run/re-run the setup wizard
npx @l3g/clawfin status	Show connection and service status
npx @l3g/clawfin test	Run diagnostic checks
npx @l3g/clawfin mcp	Start MCP server (used by Claude)

MCP Configuration

Add this to your Claude Code config (.mcp.json or ~/.claude.json):

{
  "mcpServers": {
    "clawfin": {
      "command": "npx",
      "args": ["@l3g/clawfin", "mcp"]
    }
  }
}

The MCP server automatically starts the finance service if it's not running.

MCP Tools

Tool	Description
finance_list_accounts	List all linked bank accounts
finance_get_balances	Get current balances for all accounts
finance_get_transactions	Get recent transactions (optional days param)
finance_get_holdings	Get investment holdings
finance_sync_now	Trigger incremental transaction sync
finance_connection_status	Check connection status

How It Works

Storage

All data lives in ~/.clawfin/:

File	Purpose
config.json	Plaid environment and port (no secrets)
vault.enc	AES-256-GCM encrypted credentials and access tokens
master.key	32-byte encryption key (chmod 600)
clawfin.db	SQLite database (accounts, transactions, holdings)

Security

• Plaid credentials and access tokens are encrypted with AES-256-GCM in vault.enc — never stored in plaintext
• config.json contains only non-secret settings (environment, port)
• master.key is a random 32-byte key with restricted file permissions
• All HTTP binds to 127.0.0.1 only
• MCP responses redact account numbers (last 4 digits only) and strip token fields

Cross-Platform

Works on macOS, Linux, and Windows. No native dependencies — the vault uses Node.js built-in crypto module.

Migration

If you used an earlier version under the name LocalBankSync, ClawFin automatically migrates ~/.localbanksync to ~/.clawfin on first run. No data is lost — your vault, database, and config carry over seamlessly.

Project Structure

clawfin/
├── apps/
│   ├── cli/                # CLI entry point + setup wizard
│   ├── finance-service/    # Core backend (Fastify + Plaid SDK)
│   ├── mcp-server/         # MCP stdio server (thin adapter)
│   └── link-ui/            # Plaid Link frontend
├── packages/
│   ├── shared/             # Shared types, config, paths
│   └── vault/              # AES-256-GCM encrypted storage
└── docs/

Development

git clone https://github.com/L3G/ClawFin.git
cd ClawFin
npm install    # also builds all packages automatically
npx @l3g/clawfin    # starts setup wizard on first run

Prerequisites

• Node.js >= 20
• A Plaid account (free sandbox available)

License

MIT