quicken-mac-mcp

概述

该 MCP 服务器通过八个预打包工具使 Claude 能够与 Quicken For Mac 财务数据交互。它提供对账户、交易、按类别支出、月度趋势和投资持仓的只读访问。服务器封装了针对 Quicken SQLite 数据库的 SQL 查询，使用 MCP 时 Quicken 必须保持打开状态。同时提供 MCP 服务器和 Claude Skill，其中技能是 Claude Code 用户的推荐方法。

试试问 AI

装完之后，这里有 5 个你可以让 AI 做的事：

• list_accounts

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

  试试:List my accounts试试:Show me all my credit card accounts
• list_categories

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

  试试:Show me all my categories试试:List only my expense categories
• query_transactions

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

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

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

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

  Monthly spending totals, optionally broken down by category.

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

  Search payees by name with transaction counts.

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

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

  试试:Show me my investment holdings试试:What's my current stock portfolio worth?
• raw_query

  Run arbitrary SELECT queries (500-row limit).

  试试:Find all transactions with 'refund' in the note试试:Show me my largest transactions

可对比工具

安装

claude plugin install quicken-mac-mcp

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

FAQ

使用此 MCP 服务器我的财务数据是否安全？

是的，数据库始终以只读模式打开。您的 Quicken 数据永远不会被此服务器修改。

使用 MCP 时是否需要保持 Quicken For Mac 打开？

是的，使用技能或 MCP 时必须保持 Quicken 打开。Quicken 在应用关闭时会加密其数据库文件。

quicken-mac-mcp 对比