finance MCP Server
MCP server providing read-only access to Quicken For Mac financial data via Claude
Discovered via github-topic:model-context-protocol and last synced 3mo ago.
1. Install the package
npx -y quicken-mac-mcp
2. Add to claude_desktop_config.json
{
"mcpServers": {
"quicken-mac-mcp": {
"command": "npx",
"args": [
"-y",
"quicken-mac-mcp"
]
}
}
}Config file location: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) / %APPDATA%\Claude\claude_desktop_config.json (Windows)
Query transactions with filters: date range, account types/names, amount range, payee search, category. Returns one row per split entry, with `note` (transaction-level) and `split_note` (per-split) memos.
List investment holdings with shares, cost basis, and stored Quicken price quotes.
List all category tags with parent hierarchy. Filter by expense/income.
Individual transactions (with `ZNOTE` transaction-level memo)
Aggregate spending by category or parent category for a date range.
Category tags with parent hierarchy (Z_ENT looked up at runtime)
List all accounts with name, type, and active/closed status. Optional type filter.
Bank accounts, credit cards, investment accounts
Monthly spending totals, optionally broken down by category.
Payee names
Description
Purpose
Run arbitrary SELECT queries (500-row limit).
Split line items — categories AND per-split `ZNOTE` memos live here
Search payees by name with transaction counts.
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