npm install -g @mhriemers/banktivity-mcp

{
  "mcpServers": {
    "banktivity": {
      "command": "npx",
      "args": ["@mhriemers/banktivity-mcp"],
      "env": {
        "BANKTIVITY_FILE_PATH": "/path/to/your/Personal.bank8"
      }
    }
  }
}

claude mcp add banktivity -- npx @mhriemers/banktivity-mcp

export BANKTIVITY_FILE_PATH="/path/to/your/Personal.bank8"

git clone https://github.com/mhriemers/banktivity-mcp.git
cd banktivity-mcp
npm install
npm run build

import { BanktivityClient } from "@mhriemers/banktivity-sdk";

const client = new BanktivityClient({ filePath: "/path/to/file.bank8" });

// List accounts
const accounts = client.accounts.list();
console.log(accounts);

// Get account balance
const balance = client.accounts.getBalance(accountId);

// Create a transaction
const result = client.transactions.create({
  title: "Coffee Shop",
  date: "2024-01-15",
  lineItems: [
    { accountId: 1, amount: -5.50 },
    { accountId: 42, amount: 5.50 }
  ]
});

// Search transactions
const transactions = client.transactions.search("grocery");

// Close connection when done
client.close();

client.accounts.list({ includeHidden?: boolean }): Account[]
client.accounts.get(id: number): Account | null
client.accounts.findByName(name: string): Account | null
client.accounts.getBalance(id: number): number
client.accounts.create(input: CreateAccountInput): number
client.accounts.getNetWorth(): NetWorth
client.accounts.getCategoryAnalysis(type: "income" | "expense", filter?): CategorySpending[]

client.transactions.list(filter?: TransactionFilter): Transaction[]
client.transactions.get(id: number): Transaction | null
client.transactions.search(query: string, limit?: number): Transaction[]
client.transactions.count(): number
client.transactions.create(input: CreateTransactionInput): { transactionId, lineItemIds }
client.transactions.update(id: number, input: UpdateTransactionInput): boolean
client.transactions.delete(id: number): boolean
client.transactions.reconcile(ids: number[], cleared?: boolean): number

client.lineItems.get(id: number): LineItem | null
client.lineItems.getForTransaction(transactionId: number): LineItem[]
client.lineItems.create(transactionId, accountId, amount, memo?): number
client.lineItems.update(id: number, input: UpdateLineItemInput): boolean
client.lineItems.delete(id: number): boolean

client.tags.list(): Tag[]
client.tags.get(id: number): Tag | null
client.tags.getByName(name: string): Tag | null
client.tags.create(name: string): number
client.tags.tagTransaction(transactionId, tagId): number
client.tags.untagTransaction(transactionId, tagId): number

client.templates.list(): TransactionTemplate[]
client.templates.get(id: number): TransactionTemplate | null
client.templates.create(input: CreateTransactionTemplateInput): number
client.templates.update(id: number, input: UpdateTransactionTemplateInput): boolean
client.templates.delete(id: number): boolean

client.importRules.list(): ImportRule[]
client.importRules.get(id: number): ImportRule | null
client.importRules.create(input: CreateImportRuleInput): number
client.importRules.update(id: number, input: UpdateImportRuleInput): boolean
client.importRules.delete(id: number): boolean
client.importRules.match(description: string): ImportRule[]

client.scheduledTransactions.list(): ScheduledTransaction[]
client.scheduledTransactions.get(id: number): ScheduledTransaction | null
client.scheduledTransactions.create(input: CreateScheduledTransactionInput): number
client.scheduledTransactions.update(id: number, input: UpdateScheduledTransactionInput): boolean
client.scheduledTransactions.delete(id: number): boolean

banktivity-mcp/
├── package.json              # Root workspace config
├── tsconfig.base.json        # Shared TypeScript config
├── packages/
│   ├── sdk/                  # @mhriemers/banktivity-sdk package
│   │   ├── src/
│   │   │   ├── index.ts      # Main exports
│   │   │   ├── client.ts     # BanktivityClient class
│   │   │   ├── types.ts      # TypeScript interfaces
│   │   │   ├── constants.ts  # Database constants
│   │   │   ├── errors.ts     # Custom error classes
│   │   │   ├── connection.ts # Database connection
│   │   │   ├── utils/        # Utility functions
│   │   │   └── repositories/ # Data access layer
│   │   └── package.json
│   │
│   └── mcp/                  # @mhriemers/banktivity-mcp package
│       ├── src/
│       │   ├── index.ts      # MCP server entry point
│       │   └── tools/        # Tool implementations
│       └── package.json