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moneymoney-mcp

Chat with your MoneyMoney data. This is a read-only MCP server for MoneyMoney (the macOS banking app) that lets any AI assistant answer questions like:

  • "How much did I spend on groceries last quarter?"
  • "What are my current balances?"
  • "Which subscriptions do I pay for?"
  • "September vs August — where did the money go?"

No installation needed: it runs on the Python macOS already ships with, and speaks to MoneyMoney through its official AppleScript API.

Unofficial community project, not affiliated with MoneyMoney (MRH applications GmbH). Full reference: DOCUMENTATION.md.

Requirements

  • macOS with MoneyMoney installed, running, database unlocked
  • Any MCP-capable AI client (Claude Desktop, Codex, Cursor, …)

Install (2 minutes)

git clone https://github.com/sanarena/moneymoney-mcp

Claude Desktop — add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{ "mcpServers": { "moneymoney": {
  "command": "/usr/bin/python3",
  "args": ["/absolute/path/to/moneymoney-mcp/src/moneymoney_mcp/server.py"] } } }

Codex — append to ~/.codex/config.toml:

[mcp_servers.moneymoney]
command = "/usr/bin/python3"
args = ["/absolute/path/to/moneymoney-mcp/src/moneymoney_mcp/server.py"]

Any other client — same idea: a stdio server whose command is /usr/bin/python3 and whose argument is the server.py path above.

Then restart the AI client. If MoneyMoney's database is locked you'll get a clear database is locked message — unlock the app and ask again.

What the AI can do

14 read-only tools: accounts, balances, transactions (search/filter), categories, portfolio, counterparties, subscriptions, period comparison, category totals, cash-flow timeline, budgets, and bank statements. See the full tool reference.

Prefer no AI client? Copy extensions/AIChatExport.lua into MoneyMoney's Extensions folder for one-click Markdown export to paste into any chatbot. (Details)

Privacy

  • Local only; nothing leaves your Mac except what you send your AI provider
  • Read-only by design — it cannot move, change, or create anything
  • Optional IBAN masking (mask_ids, or MONEYMONEY_MASK_IDS=1); pass mask_ids: false to reveal again
  • Your MoneyMoney password is never touched

Details + the prompt-injection warning: DOCUMENTATION.md.

Troubleshooting

Symptom Fix
MoneyMoney database is locked Open MoneyMoney, unlock, re-ask
Tools missing in client Restart the AI client after config change
File not found at startup Check the server.py path is absolute

More: DOCUMENTATION.md.

Development

python3 -m venv .venv
.venv/bin/pip install -e ".[test]"
.venv/bin/python -m pytest -q        # 104 tests, no MoneyMoney needed
lua tests/lua_harness.lua extensions/AIChatExport.lua

License

MIT — see LICENSE. Changelog: CHANGELOG.md.

Metadata

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