Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "copilot-money-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "ignaciohermosillacornejo/copilot-money-mcp"
      ]
    }
  }
}

README Excerpt

> Query and manage your personal finances with AI using local Copilot Money data **This is an independent, community-driven project and is not affiliated with, endorsed by, or associated with Copilot Money or its parent company in any way.** This tool was created by an independent developer to enable AI-powered queries of locally cached data. "Copilot Money" is a trademark of its respective owner.

Tools (17)

get_accountsget_balance_historyget_budgetsget_cache_infoget_categoriesget_connection_statusget_goal_historyget_goalsget_holdingsget_investment_performanceget_investment_pricesget_investment_splitsget_recurring_transactionsget_securitiesget_transactionsget_twr_returnsrefresh_database

Topics

buncopilot-moneyleveldbmcppersonal-financetypescript

copilot-money-mcp

Quick Install

README Excerpt

Tools (17)

Topics

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