Money Manager MCP Server

An MCP (Model Context Protocol) server that enables AI assistants to manage personal finances through the Realbyte Money Manager application.

✨ Features

• 18 MCP Tools for comprehensive financial management
• Transaction Management - Create, read, update, delete transactions
• Asset Tracking - Manage bank accounts and investments
• Credit Card Support - Track cards and balances
• Financial Reports - Summaries, trends, and Excel exports
• Dashboard Analytics - Portfolio breakdowns and trends
• Session Persistence - Maintains login across restarts

🚀 Quick Start

1. Prerequisites 🛠️

Ensure you have the following before starting the installation:

• Node.js (version 18 or higher): Required for running the server
• Money Manager App Web Server Enabled: The web server must be running on your phone (How to enable)
• Same Network: Your computer and your phone must be connected to the same Wi-Fi network.

2. Integration for IDEs & AI Clients 💻

A. VS Code / GitHub Copilot

One Click Installer:

Use the oneclick installer below for the fastest setup. This will create the necessary configuration file and prompt you for the base URL.

Manual Configuration:

If the buttons fail, add the following JSON block to your workspace's .vscode/mcp.json or root mcp.json file:

{
  "servers": {
    "money-manager": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "money-manager-mcp@latest",
        "--baseUrl",
        "${input:moneyManager.baseUrl}"
      ]
    }
  },
  "inputs": [
    {
      "id": "moneyManager.baseUrl",
      "description": "Enter the base URL for the Money Manager API",
      "type": "promptString",
      "default": "http://192.168.1.1:8888"
    }
  ]
}

B. Claude Desktop

Add the server definition to your claude_desktop_config.json:

{
  "mcpServers": {
    "money-manager": {
      "command": "npx",
      "args": [
        "money-manager-mcp@latest",
        "--baseUrl",
        "http://YOUR_PHONE_IP:PORT"
      ]
    }
  }
}

Config file location:

• macOS/Linux: ~/.config/claude/claude_desktop_config.json
• Windows: %APPDATA%\Claude\claude_desktop_config.json

3. Enabling the Money Manager Web Server 📱

You must start the web server in the app to get the necessary IP address and port for the $\text{npx}$ command.

1. Open the Money Manager app on your phone.
2. Navigate to More (three dots icon).
3. Select PC Manager.
4. Tap Start to launch the web server.
5. Note the displayed IP address and Port (e.g., 192.168.1.1:8888). Use this entire string as the http://YOUR_PHONE_IP:PORT value in your commands.

📖 For advanced setup options, see docs/SETUP.md

📋 Available Tools

Category	Tools	Description
Initialization	init_get_data	Get categories, payment types, configuration
Transactions	transaction_list, transaction_create, transaction_update, transaction_delete	Full CRUD for income/expenses
Summaries	summary_get_period, summary_export_excel	Financial reports and exports
Assets	asset_list, asset_create, asset_update, asset_delete	Bank account management
Credit Cards	card_list, card_create, card_update	Credit card tracking
Transfers	transfer_create, transfer_update	Move money between accounts
Dashboard	dashboard_get_overview, dashboard_get_asset_chart	Analytics and trends

📖 For usage examples, see docs/USAGE.md

📚 Documentation

Document	Description
Setup Guide	Installation and configuration
Usage Guide	Tool descriptions and examples
API Documentation	Technical API reference
Architecture	System design and structure
Contributing	How to contribute

⚠️ Legal Disclaimer

IMPORTANT: Please read before using this software.

• Money Manager is a personal finance application developed by RealByte
• This MCP server is an independent community project
• This project is NOT affiliated with, endorsed by, or sponsored by RealByte
• Use of this software is at your own risk
• This project is intended for personal and educational use only
• Users are responsible for ensuring compliance with Money Manager's terms of service
• The maintainers of this project assume no liability for any issues arising from its use

By using this software, you acknowledge that you understand and agree to these terms.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🤝 Contributing

Contributions are welcome! Please see our Contributing Guide for details.

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Submit a pull request

🙏 Acknowledgments

• Model Context Protocol for the MCP specification
• The open-source community for inspiration and support

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<p> <div align="center"> <p>Made with ❤️ by <a href="https://github.com/shahlaukik">Laukik Shah</a></p> <p> <a href="https://github.com/shahlaukik/money-manager-mcp/issues">Report Bug</a> • <a href="https://github.com/shahlaukik/money-manager-mcp/issues">Request Feature</a> </p> </div>