# Money Manager MCP Server [![npm version](https://img.shields.io/npm/v/money-manager-mcp.svg)](https://www.npmjs.com/package/money-manager-mcp) [![npm downloads](https://img.shields.io/npm/dm/money-manager-mcp.svg)](https://www.npmjs.com/package/money-manager-mcp) [![License: MIT](https://img.shields.io/badge/License-MIT-blue.svg)](LICENSE) [![Node.js Version](https://img.shields.io/badge/node-%3E%3D22.13.0-brightgreen)](https://nodejs.org/) [![MCP Protocol](https://img.shields.io/badge/MCP-Compatible-purple)](https://modelcontextprotocol.io/) [![Open Source Love](https://badges.frapsoft.com/os/v2/open-source.svg?v=103)](https://github.com/ellerbrock/open-source-badges/) ![Money Manager MCP](./docs/assets/banner.png) An [MCP](https://modelcontextprotocol.io/) server that lets AI assistants manage personal finances through the **Realbyte Money Manager** app's PC Manager web server. ## ✨ Features - **Full transaction CRUD** — create, read, update, delete income & expenses - **Assets & credit cards** — manage accounts, balances, and cards - **Transfers** — move money between accounts - **Reports & export** — period summaries and Excel export - **Dashboard** — net-worth trends and portfolio breakdown - **Session persistence** — stays logged in across restarts ## 🆕 What's new in v2.0.0 - **Migrated to FastMCP** — the server is now built on the [FastMCP](https://github.com/punkpeye/fastmcp) framework with Zod-validated tool inputs. Same 18 tools, same setup — just a smaller, cleaner, more maintainable codebase. - **Security & supply-chain hardening** — removed dynamic code execution from the API response parser, locked Excel exports to your working directory (symlink-safe, atomic writes), retries limited to safe read operations, and all dependencies refreshed (`npm audit`: 0 known vulnerabilities). Node.js ≥ 22.13 is now required. - **End-to-end testing skill for AI agents** — the bundled [`testing-money-manager-mcp`](.agents/skills/testing-money-manager-mcp/SKILL.md) skill verifies every tool against a live Money Manager server with throwaway data and guaranteed cleanup. ## 📦 Prerequisites - **Node.js** ≥ 22.13 - The **Money Manager app** (Android) with its PC Manager web server running on the **same Wi-Fi network** as your computer. To start it: open the app → **More (⋮) → PC Manager → Start**, and note the displayed address (e.g. `192.168.1.1:8888`) - An MCP-compatible client (Claude Desktop, VS Code with Copilot, Cursor, …) ## 🚀 Quick Start Add the server to your AI client. ### VS Code / GitHub Copilot **One-click install** (prompts for the base URL): [![Install for VS Code](https://img.shields.io/badge/VS_Code-Install_Money_Manager_MCP-0098FF?logo=visualstudiocode&logoColor=white)](https://insiders.vscode.dev/redirect/mcp/install?name=money-manager&config=%7B%22type%22%3A%22stdio%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22money-manager-mcp%40latest%22%2C%22--baseUrl%22%2C%22%24%7Binput%3AmoneyManager.baseUrl%7D%22%5D%7D&inputs=%5B%7B%22id%22%3A%22moneyManager.baseUrl%22%2C%22type%22%3A%22promptString%22%2C%22description%22%3A%22Enter%20the%20base%20URL%20for%20the%20Money%20Manager%20API%20%28e.g.%2C%20http%3A%2F%2F192.168.1.1%3A8888%29%22%2C%22default%22%3A%22http%3A%2F%2F192.168.1.1%3A8888%22%7D%5D) [![Install for VS Code Insiders](https://img.shields.io/badge/VS_Code_Insiders-Install_Money_Manager_MCP-24bfa5?logo=visualstudiocode&logoColor=white)](https://insiders.vscode.dev/redirect/mcp/install?name=money-manager&quality=insiders&config=%7B%22type%22%3A%22stdio%22%2C%22command%22%3A%22npx%22%2C%22args%22%3A%5B%22money-manager-mcp%40latest%22%2C%22--baseUrl%22%2C%22%24%7Binput%3AmoneyManager.baseUrl%7D%22%5D%7D&inputs=%5B%7B%22id%22%3A%22moneyManager.baseUrl%22%2C%22type%22%3A%22promptString%22%2C%22description%22%3A%22Enter%20the%20base%20URL%20for%20the%20Money%20Manager%20API%20%28e.g.%2C%20http%3A%2F%2F192.168.1.1%3A8888%29%22%2C%22default%22%3A%22http%3A%2F%2F192.168.1.1%3A8888%22%7D%5D) **Or manually** — add to `.vscode/mcp.json`: ```json { "servers": { "money-manager": { "type": "stdio", "command": "npx", "args": [ "money-manager-mcp@latest", "--baseUrl", "http://YOUR_PHONE_IP:PORT" ] } } } ``` ### Claude Desktop / Cursor / Others Add the server to your client's MCP config (e.g. `claude_desktop_config.json`): ```json { "mcpServers": { "money-manager": { "command": "npx", "args": [ "money-manager-mcp@latest", "--baseUrl", "http://YOUR_PHONE_IP:PORT" ] } } } ``` > 📖 **Advanced users** — running from source, environment variables, config files, and per-client setup are covered in the [Setup Guide](docs/SETUP.md). ## 📋 Tools | Category | Tools | | ------------ | ------------------------------------------------------------------------------------ | | Init | `init_get_data` | | Transactions | `transaction_list`, `transaction_create`, `transaction_update`, `transaction_delete` | | Summaries | `summary_get_period`, `summary_export_excel` | | Assets | `asset_list`, `asset_create`, `asset_update`, `asset_delete` | | Cards | `card_list`, `card_create`, `card_update` | | Transfers | `transfer_create`, `transfer_update` | | Dashboard | `dashboard_get_overview`, `dashboard_get_asset_chart` | ## 💬 Example Usage Once connected, just talk to your AI assistant: | You say | Tool used | | -------------------------------------------- | ------------------------ | | "What did I spend last month?" | `summary_get_period` | | "Record a $45 grocery expense from checking" | `transaction_create` | | "Transfer $200 from checking to savings" | `transfer_create` | | "Export November's transactions to Excel" | `summary_export_excel` | | "Show my net worth trend" | `dashboard_get_overview` | > 📖 More example prompts and multi-step workflows: [Usage Guide](docs/USAGE.md) ## 📚 Documentation | Document | Description | | ---------------------------------------------------- | -------------------------------- | | [Setup Guide](docs/SETUP.md) | Installation & configuration | | [Usage Guide](docs/USAGE.md) | Tool reference & example prompts | | [API Reference](docs/technical/API_DOCUMENTATION.md) | Upstream Money Manager HTTP API | | [Architecture](docs/technical/ARCHITECTURE.md) | System design | | [Contributing](CONTRIBUTING.md) | Development setup & guidelines | | [AGENTS.md](AGENTS.md) | Guidance for AI coding agents | ## ⚠️ Legal Disclaimer **Money Manager** is developed by **RealByte**. This MCP server is an independent community project — **not affiliated with, endorsed by, or sponsored by RealByte**. Use is at your own risk and intended for personal/educational use. Users are responsible for compliance with Money Manager's terms of service. ## 🙏 Acknowledgments - [Model Context Protocol](https://modelcontextprotocol.io/) for the MCP specification - [FastMCP](https://github.com/punkpeye/fastmcp) — the TypeScript MCP framework this server is built on ---

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