Copilot Money

Verified Integration

Author: @Copilot•Category: ServerApplication

GitHub Repository

JSON-RPC 2.0

Protocol Standard

Sub-second

Execution Latency

Active

Operational Status

Client Configuration

— Connect Copilot Money to Claude Desktop or Cursor in seconds

{
  "mcpServers": {
    "copilot-money": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-copilot-money"
      ],
      "env": {}
    }
  }
}

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).

Architecture & Capabilities

System Overview

Enables AI-powered natural language queries against personal finance data stored locally by Copilot Money.

Indexed Date

7/22/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for Copilot Money

This is an independent, community-driven tool that enables AI-powered natural language queries against your *local* Copilot Money personal finance data. It acts as an MCP server for platforms like Claude Desktop and Cursor, allowing you to converse with your financial information.

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