Solo UnicornFinance Stack
QuickBooks, Plaid, and Google Sheets for financial data access
Finance bundles convert because buyers value faster time-to-live-data more than another standalone prompt file.
What you can have running in the first 7 days
What is Finance Stack?
MCP servers: QuickBooks (invoices, expenses), Plaid (bank connections), and spreadsheets (Google Sheets). Read-only financial data access.
10 min
Intermediate
What operators get
Finance bundles convert because buyers value faster time-to-live-data more than another standalone prompt file.
Best for
- finance ops teams
- bookkeepers
- operators linking systems
Outcomes
- connect finance data faster
- reduce CSV shuffling
- power finance agents with live context
Included
- QuickBooks access
- Plaid connectivity
- reporting integrations
What's Included
- mcp-servers.json
- servers/quickbooks/config.json
- servers/quickbooks/auth-setup.md
- servers/quickbooks/permissions.md
- servers/plaid/config.json
- servers/plaid/auth-setup.md
- servers/google-sheets/config.json
- servers/google-sheets/auth-setup.md
- docker-compose.yaml
- env.example
- scripts/setup.sh
- scripts/test-connections.sh
- README.md
Preview
// mcp-servers.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": ["-y", "@mcp/quickbooks-server"],
"env": {
"QB_CLIENT_ID": "${QB_CLIENT_ID}",
"QB_CLIENT_SECRET": "${QB_CLIENT_SECRET}",
"QB_REALM_ID": "${QB_REALM_ID}"
}
},
"plaid": {
"command": "npx",
"args": ["-y", "@mcp/plaid-server"],
"env": {
"PLAID_CLIENT_ID": "${PLAID_CLIENT_ID}",
"PLAID_SECRET": "${PLAID_SECRET}",
"PLAID_ENV": "sandbox"
}
},
"google-sheets": {
"command": "npx",
"args": ["-y", "@mcp/sheets-server"],
"env": {
"SHEETS_CREDENTIALS_PATH": "./credentials/sheets.json"
}
}
}
}Installation Guide
Get up and running in under 5 minutes.
# Copy MCP server configs
cp -r finance-mcp-bundle/servers/ .mcp/
# Install server dependencies
cd .mcp && bun install
# Start servers
bun run mcp:startIntegration Stack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
Related Products
Sales Stack
HubSpot, Calendly, and email wired for CRM-driven outreach
Analytics Stack
BigQuery, dbt, and Metabase for warehouse-to-dashboard analytics
Healthcare Stack
EHR connector, appointment scheduler, and secure messaging
Creative Stack
Figma, Canva, and DAM connected for design team workflows