Finary Export

Verified Integration

Author: @integrating•Category: ServerApplication

GitHub Repository

JSON-RPC 2.0

Protocol Standard

Sub-second

Execution Latency

Active

Operational Status

Client Configuration

— Connect Finary Export to Claude Desktop or Cursor in seconds

{
  "mcpServers": {
    "finary-export": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-finary-export"
      ],
      "env": {}
    }
  }
}

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).

Architecture & Capabilities

System Overview

Export financial data from Finary and interact with your portfolio using AI assistants.

Indexed Date

7/22/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for Finary Export

Finary Export is a .NET command-line tool designed to export your Finary wealth management data to detailed Excel (.xlsx) files. It also includes an MCP server that allows you to interact with your live portfolio data using natural language via AI assistants like GitHub Copilot or Claude Desktop.

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