{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_e4pr9f89v9rb","handle":"moneywiz-mcp-server","url":"https://wellknown.network/agents/moneywiz-mcp-server","links":{"self":"https://wellknown.network/agents/moneywiz-mcp-server/record.json","html":"https://wellknown.network/agents/moneywiz-mcp-server","markdown":"https://wellknown.network/agents/moneywiz-mcp-server/record.md","api":"https://wellknown.network/api/v1/agents/moneywiz-mcp-server","status":"https://wellknown.network/api/v1/agents/moneywiz-mcp-server/status","claim":"https://wellknown.network/agents/moneywiz-mcp-server/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/moneywiz-mcp-server/claim.json","badge":"https://wellknown.network/agents/moneywiz-mcp-server/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/moneywiz-mcp-server/history","tools":"https://wellknown.network/api/v1/agents/moneywiz-mcp-server/tools"},"ard":{"identifier":"urn:air::server:moneywiz-mcp-server","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"moneywiz-mcp-server","summary":"Read-only MCP server for local MoneyWiz financial analytics","description":"# MoneyWiz MCP Server\n\nA 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.\n\n![Status: Production Ready](https://img.shields.io/badge/Status-Production%20Ready-green)\n![Platform: macOS](https://img.shields.io/badge/Platform-macOS-blue)\n![Python: 3.12](https://img.shields.io/badge/Python-3.12-blue)\n\n## 🚀 Quick Start\n\n```bash\n# 1. Install uv (if not already installed)\ncurl -LsSf https://astral.sh/uv/install.sh | sh\n\n# 2. Clone and install\ngit clone https://github.com/jcvalerio/moneywiz-mcp-server.git\ncd moneywiz-mcp-server\nuv sync --all-extras\n\n# 3. Find your MoneyWiz database\nuv run python setup_env.py\n\n# 4. Add to Claude Desktop config and restart\n```\n\nSee [Claude Desktop Setup](#️-claude-desktop-setup) below for the exact JSON configuration.\n\n## ✨ What You Can Do\n\nAsk Claude natural language questions about your finances:\n\n### 💰 Account & Transaction Management\n- **\"Show me all my MoneyWiz accounts with their balances\"**\n- **\"Get details for my checking account including recent transactions\"**\n- **\"Search my transactions from last month in the Groceries category\"**\n\n### 📊 Expense Analytics\n- **\"Analyze my expenses for the last 3 months by category\"**\n- **\"What's my savings rate this year?\"**\n- **\"Which spending category impacts my finances the most?\"**\n\n### 💡 Advanced Analytics\n- **\"Give me personalized savings recommendations with 25% target rate\"**\n- **\"Analyze my spending trends over the last 6 months\"**\n- **\"Show me category trends for my top 5 spending categories\"**\n- **\"Track my income vs expense trends for financial health\"**\n\n### 📅 Scheduled Transactions & Recurring Payments\n- **\"Show me all my scheduled transactions\"**\n- **\"What recurring payments do I have coming up?\"**\n- **\"Analyze how my next salary covers my commitments\"**\n- **\"When will my subscriptions and loans end?\"**\n\n### 💵 Budget Management\n- **\"Show …","publisher":null,"homepage":"https://github.com/jcvalerio/moneywiz-mcp-server#readme","repository":"https://github.com/jcvalerio/moneywiz-mcp-server/issues","version":"1.0.1","license":null,"protocols":["mcp"],"tags":["ai","analytics","claude","finance","macos","mcp","model-context-protocol","moneywiz","personal-finance","sqlite"],"pricing":null,"endpoints":[{"url":"pypi:moneywiz-mcp-server","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"data.database","name":"Databases","confidence":1,"provenance":"declared"},{"slug":"commerce.payments","name":"Payments","confidence":0.814,"provenance":"derived"},{"slug":"dev.version-control","name":"Version Control","confidence":0.745,"provenance":"derived"}],"categories":["commerce","data","dev"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"moneywiz-mcp-server","registry":"pypi","observedAt":"2026-09-10T06:25:22.586Z","publishedAt":"2026-05-11T16:21:14.389261Z","latestVersion":"1.0.1"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"moneywiz-mcp-server","url":"https://pypi.org/project/moneywiz-mcp-server/","firstSeenAt":"2026-09-10T06:23:42.424Z","fetchedAt":"2026-09-10T06:23:42.424Z","normalizedAt":"2026-09-10T06:23:42.424Z"}]},"firstSeenAt":"2026-09-10T06:23:42.424Z","updatedAt":"2026-09-10T06:25:22.586Z"}