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MoneyWiz

Verified Integration
Author: @jcvalerio•Category: ServerApplication
GitHub Repository
JSON-RPC 2.0
Protocol Standard
Sub-second
Execution Latency
Active
Operational Status
Tags:#Claude#Search#Database#API#Git#Filesystem#AI#GitHub#Node.js

Client Configuration

— Connect MoneyWiz to Claude Desktop or Cursor in seconds
{
  "mcpServers": {
    "moneywiz": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-moneywiz"
      ],
      "env": {}
    }
  }
}
Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).
Architecture & Capabilities

System Overview

Provides AI assistants with secure, read-only access to MoneyWiz financial data for natural language queries and financial analytics.

Indexed Date

7/23/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for MoneyWiz

You can query account balances, track transactions, analyze expense and income trends, identify spending patterns, and receive personalized savings recommendations through natural language prompts.

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