M

MoneyWiz

Verified Integration
Author: @maximbilanCategory: ServerApplication
JSON-RPC 2.0
Protocol Standard
Sub-second
Execution Latency
Active
Operational Status

Client Configuration

— Connect MoneyWiz to Claude Desktop or Cursor in seconds
{
  "mcpServers": {
    "moneywiz-1": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-moneywiz-1"
      ],
      "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 an MCP server to enable AI clients like ChatGPT and Claude to query and analyze MoneyWiz financial data.

Indexed Date

7/23/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for MoneyWiz

First, export your MoneyWiz database as an SQLite file from within the MoneyWiz app. Then, run the MoneyWiz MCP server, providing the path to your exported database. Finally, configure your MCP-compatible AI client (e.g., Claude Desktop) to connect to the running server, often via a simple setup script.

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