moneywiz

MoneyWiz MCP Server provides Claude with read-only access to your MoneyWiz data so you can ask natural language questions and get analytics about accounts, transactions, budgets, and spending. The server runs as a Python MCP server and exposes a set of tools under the Claude Desktop integration to query and analyze your financial information. After installation and configuration, Claude can understand queries like showing accounts and balances, analyzing expenses by category, reviewing upcoming scheduled transactions, and generating savings or budget insights. Tools include account management, transaction search, expense analytics, savings recommendations, category and income/expense trend analyses, scheduled transactions, and budget performance reporting. Use Claude to ask for summaries (e.g., “Show me all my MoneyWiz accounts with their balances”) or more advanced analyses (e.g., “Analyze my expenses for the last 3 months by category” or “What’s my savings rate this year?”).

Prerequisites:\n- macOS (MoneyWiz MCP Server is demonstrated for macOS)\n- Python 3.10+\n- Claude Desktop (for integration)\n\nOption A: Install from Source (Recommended)\nbash\n# Clone the repository\ngit clone https://github.com/jcvalerio/moneywiz-mcp-server.git\ncd moneywiz-mcp-server\n\n# Create virtual environment\npython -m venv venv\nsource venv/bin/activate\n\n# Install with dependencies (editable install)\npip install -e \".[dev,test]\"\n\n# Run setup to find your MoneyWiz database (interactive)\npython setup_env.py\n\n\nOption B: Install from PyPI (When Available)\nbash\npip install moneywiz-mcp-server\n\n\nConfiguration (Automatic or Manual) will set up the environment so Claude Desktop can connect. The automatic setup finds MoneyWiz databases and creates a .env file.\n

Tips and notes:\n- This server is designed for read-only access by default to protect your data. Ensure MONEYWIZ_READ_ONLY=true in environments where you want restricted access.\n- On macOS, MoneyWiz data locations vary by version; use the provided guidance to locate the database.\n- If you encounter connectivity issues, verify the MoneyWiz database path in the .env file and that the Python process has permission to read the database.\n- For Claude Desktop configuration, you can run with the standard Python module path (moneywiz_mcp_server) or specify a virtual environment Python executable for faster startup.\n- You can modify the environment to point to a specific MoneyWiz database and enable verbose logging via LOG_LEVEL in the .env.\n- If you update MoneyWiz data or the MCP server, restart Claude Desktop to apply changes.