MoneyWiz
Verified IntegrationClient Configuration
— Connect MoneyWiz to Claude Desktop or Cursor in seconds{
"mcpServers": {
"moneywiz-1": {
"command": "npx",
"args": [
"-y",
"@modelcontextprotocol/server-moneywiz-1"
],
"env": {}
}
}
}~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).System Overview
Provides an MCP server to enable AI clients like ChatGPT and Claude to query and analyze MoneyWiz financial data.
7/23/2026
Open Source
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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