Setup guide
How to set up MoneyCoach MCP
Enable read-only local assistant access in MoneyCoach, copy the generated setup config, and paste it into your MCP-compatible AI client.
Assistant
Which subscriptions are due this month?
MoneyCoach MCP
list_subscriptions
Result
7 active recurring costs. 3 are due in the next 30 days.
Step-by-step guide
Open MoneyCoach on Mac
Use the Mac version of MoneyCoach. MCP access depends on the bundled local helper and the live database in shared app storage.
Go to Connect AI & MCP
Open Settings, then open Connect AI & MCP. MoneyCoach shows helper availability, live database readiness, service status, last-used details, and setup actions there.
Enable Allow AI Connections
Turn on Allow AI Connections and confirm the prompt. This lets compatible AI tools on this Mac read supported MoneyCoach data. Access remains read-only.
Choose privacy detail
Use Share Payee & Merchant Names and Share Transaction Descriptions if you want connected tools to see those optional details. Balances, amounts, dates, categories, budgets, and goals still work without them.
Copy Setup Config
Tap Copy Setup Config. Paste the generated config into Claude Desktop, Cursor, Codex, Gemini CLI, Ollama workflows, or another compatible MCP client.
Ask a finance question
Try a focused question such as “Which subscriptions are due this month?” or “Show Food transactions from the last 30 days.”
Supported client examples
MoneyCoach generates the setup config from the bundled MCP helper path, so production configs do not require manual database paths.
Next steps
Choose where to go after setup
Use these pages when you want the broader product explanation, the privacy model, or copy-ready prompts for your AI client.