data-ai MCP Server
MCP server for Copilot Money App - AI powered personal finance queries using local data
Discovered via github-topic:mcp and last synced 3mo ago.
1. Install the package
npx copilot-money-mcp
2. Add to claude_desktop_config.json
{
"mcpServers": {
"copilot-money-mcp": {
"command": "npx",
"args": [
"copilot-money-mcp"
]
}
}
}Config file location: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) / %APPDATA%\Claude\claude_desktop_config.json (Windows)
List all accounts with balances, filter by type (checking, savings, credit, investment). Includes net worth calculation.
Stock split history with ratios, dates, and multipliers.
Get budgets with spending vs. limit comparisons.
Security master data — ticker, name, type, price, and identifiers (ISIN/CUSIP).
Get financial goals with target amounts, progress, and monthly contributions.
Bank sync health for linked institutions, including last sync timestamps and errors.
Monthly progress snapshots for goals with daily data and contribution records.
Local cache metadata — date range, transaction count, cache age.
Daily balance snapshots for accounts over time. Supports daily, weekly, or monthly granularity.
Reload data from disk. Cache auto-refreshes every 5 minutes.
Description
Current investment holdings with ticker, quantity, price, cost basis, and total return.
Query transactions with filters — date range, category, merchant, amount, account, location, text search, and special types (foreign, refunds, duplicates, HSA-eligible).
Historical price data (daily + high-frequency) for stocks, ETFs, mutual funds, and crypto.
List categories with transaction counts and spending totals. Supports list, tree, and search views.
Per-security investment performance data.
Identify subscriptions and recurring charges with frequency, cost, and next expected date.
Time-weighted return (TWR) monthly data for investment holdings.
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