Money Manager

Provides MCP-based access to Money Manager data including transactions, assets, cards, transfers, dashboards, and reports.

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3 months ago

First Indexed

3 weeks ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "shahlaukik-money-manager-mcp": {
      "command": "npx",
      "args": [
        "money-manager-mcp@latest",
        "--baseUrl",
        "${input:moneyManager.baseUrl}"
      ]
    }
  }
}

You can enable AI assistants to manage your Money Manager data through an MCP server. It exposes a set of tools to handle transactions, assets, cards, transfers, dashboards, and reports, so your AI workflows can read, create, update, and summarize financial information directly from the Money Manager app.

How to use

Connect your MCP client to the Money Manager MCP Server by pointing it at the base URL of the Money Manager web server running on your phone. Start the web server from the Money Manager app to reveal the IP address and port you will use, then configure your client to use that URL.

How to install

Prerequisites you need before starting the installation.

- Node.js version 18 or higher
- Money Manager app web server enabled on your phone
- Your computer and phone on the same Wi‑Fi network

Step-by-step setup you can follow.

1) Install Node.js 18+ on your computer from the official source.
2) Ensure the Money Manager app is installed on your phone and open the app.
3) In the Money Manager app, go to More → PC Manager and start the web server. Note the IP address and port shown (for example, 192.168.1.1:8888).
4) On your computer, prepare to run the MCP client using the base URL you noted.

Additional sections

Configuration and usage notes help you get the most out of the MCP server.

Configuration snippet for VS Code or Claude Desktop can be used to connect the MCP client to the Money Manager MCP Server.

Available tools

init_get_data

Fetch initial configuration data such as categories, payment types, and overall configuration.

transaction_list

List all transactions to review income and expenses.

transaction_create

Create a new transaction record for income or expense.

transaction_update

Update an existing transaction with new details.

transaction_delete

Delete a transaction from the system.

summary_get_period

Generate financial summaries for a defined period.

summary_export_excel

Export summaries to an Excel file for reporting.

asset_list

List bank accounts and investment assets being tracked.

asset_create

Create a new asset entry such as a bank account or investment.

asset_update

Update asset details like balance or name.

asset_delete

Remove an asset from tracking.

card_list

List credit cards and their current balances.

card_create

Add a new credit card to monitor.

card_update

Update credit card details.

card_delete

Remove a card from tracking.

transfer_create

Create a transfer between accounts.

transfer_update

Modify an existing transfer.

dashboard_get_overview

Get an overview of portfolio analytics.

dashboard_get_asset_chart

Retrieve asset chart visuals for dashboards.