Money Manager MCP Server

# Money Manager MCP Server [](https://www.npmjs.com/package/money-manager-mcp) [](https://www.npmjs.com/package/money-manager-mcp) [](LICENSE) [](https://nodejs.org/) [](https://modelcontextprotocol.io/) [](https://github.com/ellerbrock/open-source-badges/)  An MCP (Model Context Protocol) server that enables AI assistants to manage personal finances through the Realbyte Money Manager application. ## ✨ Features - **18 MCP Tools** for comprehensive financial management - **Transaction Management** - Create, read, update, delete transactions - **Asset Tracking** - Manage bank accounts and investments - **Credit Card Support** - Track cards and balances - **Financial Reports** - Summaries, trends, and Excel exports - **Dashboard Analytics** - Portfolio breakdowns and trends - **Session Persistence** - Maintains login across restarts ## 🚀 Quick Start ### 1. Prerequisites 🛠️ Ensure you have the following before starting the installation: - **Node.js (version 18 or higher)**: Required for running the server - **Money Manager App Web Server Enabled**: The web server must be running on your phone ([How to enable](#3-enabling-the-money-manager-web-server-)) - **Same Network**: Your computer and your phone must be connected to the **same Wi-Fi network**. ### 2. Integration for IDEs & AI Clients 💻 #### A. VS Code / GitHub Copilot **One Click Installer:** Use the oneclick installer below for the fastest setup. This will create the necessary configuration file and prompt you for the base URL. [](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) [](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) **Manual Configuration:** If the buttons fail, add the following JSON block to your workspace's `.vscode/mcp.json` or root `mcp.json` file: ```json { "servers": { "money-manager": { "type": "stdio", "command": "npx", "args": [ "money-manager-mcp@latest", "--baseUrl", "${input:moneyManager.baseUrl}" ] } }, "inputs": [ { "id": "moneyManager.baseUrl", "description": "Enter the base URL for the Money Manager API", "type": "promptString", "default": "http://192.168.1.1:8888" } ] } ``` #### B. Claude Desktop Add the server definition to your `claude_desktop_config.json`: ```json { "mcpServers": { "money-manager": { "command": "npx", "args": [ "money-manager-mcp@latest", "--baseUrl", "http://YOUR_PHONE_IP:PORT" ] } } } ``` **Config file location:** - **macOS/Linux:** `~/.config/claude/claude_desktop_config.json` - **Windows:** `%APPDATA%\Claude\claude_desktop_config.json` ### 3. Enabling the Money Manager Web Server 📱 You **must** start the web server in the app to get the necessary IP address and port for the $\text{npx}$ command. 1. Open the **Money Manager** app on your phone. 2. Navigate to **More** (three dots icon). 3. Select **PC Manager**. 4. Tap **Start** to launch the web server. 5. **Note the displayed IP address and Port** (e.g., `192.168.1.1:8888`). Use this entire string as the `http://YOUR_PHONE_IP:PORT` value in your commands. > 📖 For advanced setup options, see [docs/SETUP.md](docs/SETUP.md) ## 📋 Available Tools | Category | Tools | Description | | ------------------ | ------------------------------------------------------------------------------------ | -------------------------------------------- | | **Initialization** | `init_get_data` | Get categories, payment types, configuration | | **Transactions** | `transaction_list`, `transaction_create`, `transaction_update`, `transaction_delete` | Full CRUD for income/expenses | | **Summaries** | `summary_get_period`, `summary_export_excel` | Financial reports and exports | | **Assets** | `asset_list`, `asset_create`, `asset_update`, `asset_delete` | Bank account management | | **Credit Cards** | `card_list`, `card_create`, `card_update` | Credit card tracking | | **Transfers** | `transfer_create`, `transfer_update` | Move money between accounts | | **Dashboard** | `dashboard_get_overview`, `dashboard_get_asset_chart` | Analytics and trends | > 📖 For usage examples, see [docs/USAGE.md](docs/USAGE.md) ## 📚 Documentation | Document | Description | | -------------------------------------------------------- | ------------------------------ | | [Setup Guide](docs/SETUP.md) | Installation and configuration | | [Usage Guide](docs/USAGE.md) | Tool descriptions and examples | | [API Documentation](docs/technical/API_DOCUMENTATION.md) | Technical API reference | | [Architecture](docs/technical/ARCHITECTURE.md) | System design and structure | | [Contributing](docs/CONTRIBUTING.md) | How to contribute | ## ⚠️ Legal Disclaimer **IMPORTANT:** Please read before using this software. - **Money Manager** is a personal finance application developed by **RealByte** - This MCP server is an **independent community project** - This project is **NOT affiliated with, endorsed by, or sponsored by RealByte** - Use of this software is at your own risk - This project is intended for **personal and educational use only** - Users are responsible for ensuring compliance with Money Manager's terms of service - The maintainers of this project assume no liability for any issues arising from its use By using this software, you acknowledge that you understand and agree to these terms. ## 📄 License This project is licensed under the MIT License - see the [LICENSE](LICENSE) file for details. ## 🤝 Contributing Contributions are welcome! Please see our [Contributing Guide](docs/CONTRIBUTING.md) for details. 1. Fork the repository 2. Create a feature branch 3. Make your changes 4. Submit a pull request ## 🙏 Acknowledgments - [Model Context Protocol](https://modelcontextprotocol.io/) for the MCP specification - The open-source community for inspiration and support --- <p> <div align="center"> <p>Made with ❤️ by <a href="https://github.com/shahlaukik">Laukik Shah</a></p> <p> <a href="https://github.com/shahlaukik/money-manager-mcp/issues">Report Bug</a> • <a href="https://github.com/shahlaukik/money-manager-mcp/issues">Request Feature</a> </p> </div>