Quicken Mac
Provides read-only access to Quicken for Mac financial data, allowing users to query accounts, transactions, and spending trends through natural language. The server functions by reading the local SQLite database directly while the Quicken applicatio
What is Quicken Mac?
Quicken Mac is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to provides read-only access to quicken for mac financial data, allowing users to query accounts, transactions, and spending trends through natural language. the server functions by reading the local sql...
Provides read-only access to Quicken for Mac financial data, allowing users to query accounts, transactions, and spending trends through natural language. The server functions by reading the local SQLite database directly while the Quicken applicatio
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Provides read-only access to Quicken for Mac financial data,
Use Cases
Maintainer
Works with
Installation
NPM
npx -y quicken-mac-mcpManual Installation
npx -y quicken-mac-mcpConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Quicken Mac
Quicken Mac MCP provides read-only access to your Quicken for Mac financial data through natural language, reading directly from the local SQLite database inside the Quicken bundle while the application is running. It exposes eight tools covering account listing, transaction querying, spending analytics by category and time period, payee search, and investment portfolio inspection — allowing you to ask Claude questions like 'What did I spend on groceries last month?' without exporting any data or writing SQL manually.
Prerequisites
- macOS with Quicken for Mac installed and at least one Quicken data file opened
- Node.js 18 or later with npx available
- Claude Desktop installed as your MCP client
- Optional: the QUICKEN_DB_PATH environment variable if your Quicken file is in a non-default location
Ensure Quicken for Mac is installed and your data file exists
The server reads the SQLite database inside your .quicken bundle. Open Quicken and let it sync your accounts at least once so the database is populated. The server works while Quicken is running.
Install via Claude Code plugin (easiest method)
If you use Claude Code, install the plugin with a single command. This handles configuration automatically.
claude plugin install quicken-mac-mcpOr add to Claude Desktop configuration manually
Edit ~/Library/Application Support/Claude/claude_desktop_config.json to add the quicken server entry using npx.
{
"mcpServers": {
"quicken": {
"command": "npx",
"args": ["-y", "quicken-mac-mcp"]
}
}
}Configure a custom database path if needed
If your Quicken file is not in the default location, set the QUICKEN_DB_PATH environment variable to the full path of the SQLite database inside your .quicken bundle.
{
"mcpServers": {
"quicken": {
"command": "npx",
"args": ["-y", "quicken-mac-mcp"],
"env": {
"QUICKEN_DB_PATH": "/path/to/YourFile.quicken/data"
}
}
}
}Restart Claude Desktop and verify
Restart Claude Desktop. Ask Claude to list your accounts — if the server is working, it will return your Quicken account names, types, and active/closed status.
Quicken Mac Examples
Client configuration
Standard Claude Desktop configuration for Quicken Mac MCP using npx. Add QUICKEN_DB_PATH only if your file is not in the default location.
{
"mcpServers": {
"quicken": {
"command": "npx",
"args": ["-y", "quicken-mac-mcp"],
"env": {
"QUICKEN_DB_PATH": "/Users/yourname/Documents/MyFinances.quicken/data"
}
}
}
}Prompts to try
Natural language financial queries you can ask Claude once the server is connected.
- "List all my accounts and show their current balances."
- "What did I spend on groceries last month?"
- "Show my total spending by category for 2025."
- "Find all transactions from Costco over $100 in the last 6 months."
- "Compare my food spending in 2024 vs 2025."
- "Show my current investment portfolio with shares and cost basis."Troubleshooting Quicken Mac
Server cannot find the Quicken database — 'file not found' or empty results
Set QUICKEN_DB_PATH in the env config to the explicit path of your SQLite database inside the .quicken bundle. The database is typically at ~/Documents/YourFile.quicken/data. You can find the bundle by right-clicking your Quicken file in Finder and choosing 'Show Package Contents'.
Queries return stale data that does not reflect recent transactions
The server reads the database directly, so Quicken must be running and up to date. Open Quicken, trigger a sync or refresh, and then query again. The server always reads the latest committed data from the SQLite file.
npx fails or takes too long to start the server
Run 'npm install -g quicken-mac-mcp' to install the package globally, then update the config to use 'command': 'quicken-mac-mcp' without npx. This avoids the download delay on each startup.
Frequently Asked Questions about Quicken Mac
What is Quicken Mac?
Quicken Mac is a Model Context Protocol (MCP) server that provides read-only access to quicken for mac financial data, allowing users to query accounts, transactions, and spending trends through natural language. the server functions by reading the local sqlite database directly while the quicken applicatio It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Quicken Mac?
Install via npm with the command: npx -y quicken-mac-mcp. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
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 license. You can use it freely in both personal and commercial projects.
Quicken Mac Alternatives — Similar Finance & Fintech Servers
Looking for alternatives to Quicken Mac? Here are other popular finance & fintech servers you can use with Claude, Cursor, and VS Code.
ValueCell
★ 10.7kValueCell is a community-driven, multi-agent platform for financial applications.
Vibe Trading
★ 8.1k'Vibe-Trading: Your Personal Trading Agent'
Quantdinger
★ 6.2kAI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-trading
TradingView
★ 2.8kReal-time crypto & stock screening, advanced technical indicators, Bollinger Bands intelligence, candlestick patterns + native Claude Desktop integration. Multi-exchange (Binance, KuCoin, Bybit+). Open-source AI trading infrastructure.
Financial Datasets
★ 2.1kProvides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
Stripe
★ 1.6kThe Stripe Model Context Protocol server allows you to integrate with Stripe APIs through function calling. This protocol supports various tools to interact with different Stripe services.
Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up Quicken Mac in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
Ready to use Quicken Mac?
Browse our complete directory of 33,000+ MCP servers, read setup guides for your editor, and start building with the Model Context Protocol.