quicken-mac-mcp

Overview

This MCP server enables Claude to interact with Quicken For Mac financial data through eight prepackaged tools. It provides read-only access to accounts, transactions, spending by category, monthly trends, and investment holdings. The server wraps SQL queries against the Quicken SQLite database, which must be open while using the MCP. Both MCP server and a Claude Skill are provided, with the skill being the recommended approach for Claude Code users.

Try asking AI

After installing, here are 5 things you can ask your AI assistant:

• list_accounts

  List all accounts with name, type, and active/closed status. Optional type filter.

  Try:List my accountsTry:Show me all my credit card accounts
• list_categories

  List all category tags with parent hierarchy. Filter by expense/income.

  Try:Show me all my categoriesTry:List only my expense categories
• query_transactions

  Query transactions with filters: date range, account types/names, amount range, payee search, category.

  Try:Find all transactions from Costco over $100Try:Show me transactions from last week
• spending_by_category

  Aggregate spending by category or parent category for a date range.

  Try:Show my spending by category for 2024Try:How much did I spend on groceries this month?
• spending_over_time

  Monthly spending totals, optionally broken down by category.

  Try:How has my monthly spending changed over the past year?Try:Show my monthly food spending for 2024
• search_payees

  Search payees by name with transaction counts.

  Try:What are my top 10 payees by transaction count?Try:Find all transactions to Amazon
• list_portfolio

  List investment holdings with shares, cost basis, and stored Quicken price quotes.

  Try:Show me my investment holdingsTry:What's my current stock portfolio worth?
• raw_query

  Run arbitrary SELECT queries (500-row limit).

  Try:Find all transactions with 'refund' in the noteTry:Show me my largest transactions

Comparable tools

Installation

claude plugin install quicken-mac-mcp

{
  "mcpServers": {
    "quicken": {
      "command": "npx",
      "args": ["-y", "quicken-mac-mcp"]
    }
  }
}

FAQ

Is my financial data secure with this MCP server?

Yes, the database is always opened in read-only mode. Your Quicken data is never modified by this server.

Do I need to have Quicken For Mac open while using the MCP?

Yes, Quicken must be open while using either the skill or the MCP. Quicken encrypts its database file when the app is closed.

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