Read-only MCP server for local MoneyWiz financial analytics
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# MoneyWiz MCP Server A Model Context Protocol (MCP) server that provides AI assistants like Claude with secure, read-only access to your MoneyWiz financial data for natural language queries and financial analytics.    ## 🚀 Quick Start ```bash # 1. Install uv (if not already installed) curl -LsSf https://astral.sh/uv/install.sh | sh # 2. Clone and install git clone https://github.com/jcvalerio/moneywiz-mcp-server.git cd moneywiz-mcp-server uv sync --all-extras # 3. Find your MoneyWiz database uv run python setup_env.py # 4. Add to Claude Desktop config and restart ``` See [Claude Desktop Setup](#️-claude-desktop-setup) below for the exact JSON configuration. ## ✨ What You Can Do Ask Claude natural language questions about your finances: ### 💰 Account & Transaction Management - **"Show me all my MoneyWiz accounts with their balances"** - **"Get details for my checking account including recent transactions"** - **"Search my transactions from last month in the Groceries category"** ### 📊 Expense Analytics - **"Analyze my expenses for the last 3 months by category"** - **"What's my savings rate this year?"** - **"Which spending category impacts my finances the most?"** ### 💡 Advanced Analytics - **"Give me personalized savings recommendations with 25% target rate"** - **"Analyze my spending trends over the last 6 months"** - **"Show me category trends for my top 5 spending categories"** - **"Track my income vs expense trends for financial health"** ### 📅 Scheduled Transactions & Recurring Payments - **"Show me all my scheduled transactions"** - **"What recurring payments do I have coming up?"** - **"Analyze how my next salary covers my commitments"** - **"When will my subscriptions and loans end?"** ### 💵 Budget Management - **"Show …
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