MoneyWiz
MoneyWiz MCP Server - Model Context Protocol server for AI-powered financial analysis with MoneyWiz personal finance data
What is MoneyWiz?
MoneyWiz is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to moneywiz mcp server - model context protocol server for ai-powered financial analysis with moneywiz personal finance data
MoneyWiz MCP Server - Model Context Protocol server for AI-powered financial analysis with MoneyWiz personal finance data
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- MoneyWiz MCP Server - Model Context Protocol server for AI-p
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx moneywizConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use MoneyWiz
The MoneyWiz MCP Server connects Claude and other AI assistants directly to MoneyWiz personal finance data by reading the app's local SQLite database. It provides tools for account balances, transaction search, expense analysis by category, income versus expense comparisons, savings recommendations, budget performance tracking, and spending trend analysis — entirely on-device with no data sent to external servers.
Prerequisites
- MoneyWiz app installed on macOS with at least some transaction data synced
- Python 3.10+ with uv installed (https://docs.astral.sh/uv/getting-started/installation/)
- Git to clone the repository
- Claude Desktop installed on macOS
- The absolute path to your MoneyWiz SQLite database file (typically inside ~/Library/Containers/)
Find your MoneyWiz database path
Before installing the server, locate the MoneyWiz SQLite database. The path varies depending on whether you use the App Store or Setapp version of MoneyWiz. Use the find command to locate the file.
# App Store version
find ~/Library/Containers -name 'ipadMoneyWiz.sqlite' 2>/dev/null
# Setapp version (common path)
ls ~/Library/Containers/com.moneywiz.personalfinance-setapp/Data/Documents/.AppData/ipadMoneyWiz.sqliteClone and install the server
Clone the repository and install all dependencies using uv. The setup_env.py script generates a .env file with the correct database path after you confirm it.
git clone https://github.com/jcvalerio/moneywiz-mcp-server.git
cd moneywiz-mcp-server
uv sync --all-extras
uv run python setup_env.pyReview and edit the .env file
Open the generated .env file and verify the MONEYWIZ_DB_PATH is correct. MONEYWIZ_READ_ONLY should remain true to prevent any accidental writes to your financial data. Adjust CACHE_TTL and MAX_RESULTS if needed.
# .env
MONEYWIZ_DB_PATH=/Users/yourusername/Library/Containers/com.moneywiz.personalfinance-setapp/Data/Documents/.AppData/ipadMoneyWiz.sqlite
MONEYWIZ_READ_ONLY=true
LOG_LEVEL=INFO
CACHE_TTL=300
MAX_RESULTS=1000Add the server to Claude Desktop
Edit claude_desktop_config.json and add the MoneyWiz MCP server. Use the absolute path to the Python binary inside the project's .venv directory. The cwd must be the absolute path to the cloned repository.
Grant macOS disk access permissions
On macOS, Claude Desktop may need Full Disk Access permission to read files inside ~/Library/Containers. Go to System Settings > Privacy & Security > Full Disk Access and add Claude Desktop if prompted.
MoneyWiz Examples
Client configuration
Claude Desktop configuration using the virtual environment Python binary. Both paths must be absolute. The cwd field tells the server where to find the .env file.
{
"mcpServers": {
"moneywiz": {
"command": "/absolute/path/to/moneywiz-mcp-server/.venv/bin/python",
"args": ["-m", "moneywiz_mcp_server"],
"cwd": "/absolute/path/to/moneywiz-mcp-server"
}
}
}Prompts to try
Natural language prompts covering the full range of MoneyWiz MCP tools for financial analysis and budgeting.
- "Show me all my MoneyWiz accounts with their current balances"
- "Analyze my expenses by category for the last 3 months"
- "Compare my income versus expenses for 2024"
- "Give me personalized savings recommendations with a 25% target savings rate"
- "Am I on track with my monthly budgets? Show actuals vs budgeted."
- "What are my top spending trends over the last 6 months?"
- "Show me all scheduled transactions and upcoming commitments"Troubleshooting MoneyWiz
PermissionError or file not found when the server tries to open the SQLite database
Verify the MONEYWIZ_DB_PATH in your .env file is correct and the file exists. On macOS, also grant Full Disk Access to Claude Desktop in System Settings > Privacy & Security > Full Disk Access. The Containers directory is protected by macOS privacy controls.
The server starts but returns no accounts or transactions
Make sure MoneyWiz has synced data to the local device. If you use iCloud sync, open MoneyWiz and let it fully sync before querying. The database path for App Store and Setapp versions differs — re-run `find ~/Library/Containers -name 'ipadMoneyWiz.sqlite'` to confirm the correct path.
uv sync fails or packages cannot be installed
Ensure uv is up to date: `uv self update`. If the --all-extras flag causes conflicts, try `uv sync` without extras first. Python 3.10+ is required; check with `python --version`.
Frequently Asked Questions about MoneyWiz
What is MoneyWiz?
MoneyWiz is a Model Context Protocol (MCP) server that moneywiz mcp server - model context protocol server for ai-powered financial analysis with moneywiz personal finance data It connects AI assistants to external tools and data sources through a standardized interface.
How do I install MoneyWiz?
Follow the installation instructions on the MoneyWiz GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with MoneyWiz?
MoneyWiz works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is MoneyWiz free to use?
Yes, MoneyWiz is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up MoneyWiz in Your Editor
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Quick Config Preview
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