jcvalerio/moneywiz-mcp-server
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The MoneyWiz MCP Server is a Model Context Protocol server that provides AI assistants like Claude with secure, read-only access to your MoneyWiz financial data for natural language queries and financial analytics.
Tools
Functions exposed to the LLM to take actions
list_accounts
List all accounts with balances and types
get_account
Get detailed account information by ID
search_transactions
Search transactions with natural language time periods
analyze_expenses_by_category
Analyze spending patterns by category
analyze_income_vs_expenses
Compare income vs expenses with savings analysis
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client