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Quicken Mac

v1.0.0•Finance & Fintech•stable

MCP server providing read-only access to Quicken For Mac financial data via Claude

claudefinancemcpmodel-context-protocolquicken
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What is Quicken Mac?

Quicken Mac is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to mcp server providing read-only access to quicken for mac financial data via claude

MCP server providing read-only access to Quicken For Mac financial data via Claude

This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

  • MCP server providing read-only access to Quicken For Mac fin

Use Cases

Access Quicken financial data read-only through Claude. Query account information and transaction history. Analyze personal finances with AI assistance.
dweekly

Maintainer

LicenseMIT
Languagetypescript
Versionv1.0.0
UpdatedMay 11, 2026
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux
View SourceBrowse All Servers

Installation

Manual Installation

npx quicken-mac

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

How to Set Up and Use Quicken Mac

The Quicken Mac MCP server provides read-only access to your Quicken for Mac financial data, letting AI assistants like Claude query accounts, transactions, categories, payees, and investment portfolios directly from your local Quicken database file. It exposes eight purpose-built tools covering spending analysis, transaction search, portfolio review, and custom SQL queries. Mac users who manage their personal finances in Quicken can use this server to have conversational AI sessions about their actual financial data without exporting to spreadsheets.

Prerequisites

  • macOS with Quicken for Mac installed and a .quicken data file
  • Node.js 18+ and npx available on your PATH
  • The Quicken application closed or not actively writing to the database during queries (to avoid lock conflicts)
  • An MCP client such as Claude Desktop
1

Locate your Quicken data file

Find your Quicken .quicken bundle in your Documents folder. The server auto-detects the most recently modified one, but you can specify a custom path if needed.

ls ~/Documents/*.quicken
2

Test the server with npx

Run the server directly with npx to verify it can find and open your Quicken data file.

npx -y quicken-mac-mcp
3

Configure Claude Desktop

Add the server to your Claude Desktop configuration. The QUICKEN_DB_PATH env var is optional — omit it to use auto-detection, or set it to point to a specific file.

4

Restart Claude Desktop

After saving the configuration, restart Claude Desktop to load the new MCP server. You should see 'quicken' in the available tools list.

Quicken Mac Examples

Client configuration (auto-detect database)

Claude Desktop configuration using automatic Quicken database detection — uses the most recently modified .quicken file in your Documents folder.

{
  "mcpServers": {
    "quicken": {
      "command": "npx",
      "args": ["-y", "quicken-mac-mcp"]
    }
  }
}

Client configuration (explicit database path)

Claude Desktop configuration specifying the exact path to your Quicken data file.

{
  "mcpServers": {
    "quicken": {
      "command": "npx",
      "args": ["-y", "quicken-mac-mcp"],
      "env": {
        "QUICKEN_DB_PATH": "/Users/yourname/Documents/MyFinances.quicken/data"
      }
    }
  }
}

Prompts to try

Example prompts for analyzing your Quicken financial data through Claude.

- "List all my accounts with their current balances"
- "What did I spend on groceries last month?"
- "Find all transactions from Costco over $100 this year"
- "Show my monthly spending by category for Q1 2025"
- "What are my current investment holdings and their cost basis?"
- "Which payees did I spend the most money with last year?"

Troubleshooting Quicken Mac

Quicken database file not found

Ensure your .quicken file is in your Documents folder, or set the QUICKEN_DB_PATH environment variable to point to the 'data' file inside your .quicken bundle, e.g. /Users/yourname/Documents/MyFinances.quicken/data.

Database is locked or read errors

Close Quicken for Mac before running queries, as an open Quicken application may hold an exclusive lock on the database. The server is read-only and will not modify your data.

npx download is slow or fails

Install the package globally to avoid downloading it each time: 'npm install -g quicken-mac-mcp'. Then update your MCP config to use 'command': 'quicken-mac-mcp' with no args.

Frequently Asked Questions about Quicken Mac

What is Quicken Mac?

Quicken Mac is a Model Context Protocol (MCP) server that mcp server providing read-only access to quicken for mac financial data via claude It connects AI assistants to external tools and data sources through a standardized interface.

How do I install Quicken Mac?

Follow the installation instructions on the Quicken Mac GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with Quicken Mac?

Quicken Mac works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is Quicken Mac free to use?

Yes, Quicken Mac is open source and available under the MIT license. You can use it freely in both personal and commercial projects.

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Quick Config Preview

{ "mcpServers": { "quicken-mac": { "command": "npx", "args": ["-y", "quicken-mac"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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