zenmoney

The zenmoney-mcp MCP server wraps the ZenMoney personal finance API and exposes a suite of tools through the Model Context Protocol over stdio. It starts with an initial synchronization of your ZenMoney data and then serves a range of read, search, write, and bulk operations that a language model can invoke to interact with accounts, transactions, budgets, tags, and more. Tools are organized by category (Sync, Read, Search, Write, and Bulk) and are designed to let you incrementally sync data, query for details, fetch lists, suggest categories, create or update transactions, and perform bulk operations with previews before execution.

To run, you provide your ZenMoney API token via the ZENMONEY_TOKEN environment variable. The server will authenticate with ZenMoney, perform the initial sync, and then listen for MCP commands on standard input/output. You can integrate this MCP server with compatible clients (e.g., Claude Desktop or other MCP-enabled assistants) by configuring the client to launch zenmoney-mcp with the token in the environment.

Prerequisites:

• Rust toolchain and Cargo installed on your system
• Access token for ZenMoney API (ZenMoney OAuth2 token)

Step-by-step installation:

1. Install the MCP server from crates.io via cargo:

   cargo install zenmoney-mcp

2. Obtain a ZenMoney API access token by creating an application at ZenMoney API and completing the OAuth2 flow, or extract the token from the ZenMoney web app as documented by ZenMoney.

3. Run the MCP server with your token:

   ZENMONEY_TOKEN=<your-token> zenmoney-mcp

4. (Optional) If you plan to integrate with Claude Desktop or another MCP client, configure the client with the environment variable and server command as shown in the integration steps.

Notes and tips:

• The server performs an initial data sync on startup. Expect some delay during the first run depending on the amount of data.
• Keep your ZenMoney token secure; avoid exposing it in logs or UI config files.
• When testing, consider creating a separate ZenMoney test account to prevent disruptions in your main data.
• If you encounter authentication issues, ensure the token is valid and has the necessary scopes for reading/writing data.
• For Claude Desktop integration, use the provided configuration example to point the client to zenmoney-mcp and supply ZENMONEY_TOKEN via the env.