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MCP Server for Money Manager EX

Project description

MMEX MCP Server

MCP Server for Money Manager EX.


🌐 Documentación en Español (Spanish)

Toda la documentación detallada y guías en español están disponibles en: 👉 README_es.md


Requirements

  • Python 3.10+
  • uv package manager
  • mmex_lib installed (from ../mmex_lib)
  • A Money Manager EX database file (.mmb)

Installation

cd mmex_mcp
uv sync

Configuration

Set the MMEX_DB_PATH environment variable to point to your database:

export MMEX_DB_PATH=/path/to/your/database.mmb

For encrypted databases, also set MMEX_DB_KEY:

export MMEX_DB_KEY=your_password

Testing

Using MCP Inspector (Recommended)

The MCP Inspector provides a web UI to test all tools interactively:

cd mmex_mcp
MMEX_DB_PATH=/path/to/file.mmb uv run mcp dev src/mmex_mcp/server.py

This will:

  1. Start the MCP server
  2. Launch the MCP Inspector web UI
  3. Open your browser at http://localhost:6274

Note: If the port is in use, kill existing processes:

pkill -f "mcp|inspector|node"

Direct Execution

To run the server directly (for use with MCP clients):

cd mmex_mcp
MMEX_DB_PATH=/path/to/file.mmb uv run mmex-mcp

Using with MCP Clients

Claude Desktop

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "mmex-mcp": {
      "command": "uv",
      "args": ["--directory", "/path/to/mmex_mcp", "run", "mmex-mcp"],
      "env": {
        "MMEX_DB_PATH": "/path/to/your/database.mmb"
      }
    }
  }
}

Other MCP Clients

For clients that support stdio MCP servers:

MMEX_DB_PATH=/path/to/file.mmb uv run mmex-mcp

Available Tools

Category Tools
Support mmex_support_get_db_version
Currencies mmex_currencies_list, mmex_currencies_get, mmex_currencies_by_symbol, mmex_currencies_create, mmex_currencies_update, mmex_currencies_delete
Tags mmex_tags_list, mmex_tags_get, mmex_tags_create, mmex_tags_update, mmex_tags_delete, mmex_tags_for_reference, mmex_tags_link, mmex_tags_unlink
Categories mmex_categories_list, mmex_categories_get, mmex_categories_subcategories, mmex_categories_create, mmex_categories_update, mmex_categories_delete
Payees mmex_payees_list, mmex_payees_get, mmex_payees_create, mmex_payees_update, mmex_payees_delete
Accounts mmex_accounts_list, mmex_accounts_get, mmex_accounts_balance, mmex_accounts_create, mmex_accounts_update, mmex_accounts_update_partial, mmex_accounts_delete
Assets mmex_assets_list, mmex_assets_get, mmex_assets_create, mmex_assets_update, mmex_assets_delete
Stocks mmex_stocks_list, mmex_stocks_get, mmex_stocks_create, mmex_stocks_update, mmex_stocks_delete
Transactions mmex_transactions_list, mmex_transactions_get, mmex_transactions_create, mmex_transactions_update, mmex_transactions_delete, mmex_transactions_splits, mmex_transactions_add_split, mmex_transactions_update_split, mmex_transactions_delete_split, mmex_transactions_tags, mmex_transactions_link_tag, mmex_transactions_unlink_tag
Scheduled mmex_scheduled_list, mmex_scheduled_get, mmex_scheduled_create, mmex_scheduled_update, mmex_scheduled_delete

Total: 60 tools

Documentation

See docs/ for detailed documentation:

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