Skip to content

AI & MCP for MoneyCoach

Ask trusted AI tools about your MoneyCoach data

MoneyCoach MCP connects compatible local assistant clients to your live MoneyCoach database with read-only tools for accounts, budgets, goals, subscriptions, and transactions.

Setup MCPSee examples
Read-only local access

Assistant

Which subscriptions are due this month?

MoneyCoach MCP

list_subscriptions

Result

7 active recurring costs. 3 are due in the next 30 days.

Netflix - Jun 2
iCloud - Jun 8
Gym - Jun 18

Local data access

Built around privacy and useful finance queries

Live MoneyCoach data

The MCP helper reads the live local MoneyCoach store, so compatible clients can analyze current accounts, budgets, goals, subscriptions, and transactions.

Read-only by design

V1 does not create transactions, edit data, trigger sync, or expose a remote server. Queries stay local on the Mac.

Works with assistant clients

Use the generated setup config with compatible clients such as Claude Desktop, Cursor, Codex, Gemini CLI, and local setups like Ollama.

Search and summarize

Ask for spending by account, category, subcategory, payee, description, date range, and future transaction inclusion.

What the MCP server exposes

The MCP server exposes a focused read-only tool set. It returns structured data so your chosen client can summarize spending, compare budgets, or answer specific transaction questions.

list_accounts

List account summaries from MoneyCoach.

get_account_details

Look up one account by name or id.

list_budgets

List classic and category budget summaries.

get_budget_details

Open one budget by name or id.

list_goals

List active MoneyCoach goals.

get_goal_details

Open one goal by name or id.

list_subscriptions

List active subscriptions and bills from recurring costs.

search_transactions

Search transactions by text, account, category, dates, pagination, and future items.

MCP pages

Setup, privacy, and example prompts

Setup Guide

Enable AI connections in MoneyCoach and copy the generated MCP setup config.

Open page

Privacy

See what connected tools can read and which details you can hide.

Open page

Examples

Browse practical assistant prompts for subscriptions, budgets, accounts, goals, and transactions.

Open page

MoneyCoach MCP FAQ

Can MCP change my MoneyCoach data?

No. The current MCP integration is read-only. It can read supported local data only after you enable access in MoneyCoach.

Does MoneyCoach send MCP data to a remote MoneyCoach server?

No. The MCP helper runs locally over stdio. The AI client you choose receives the data needed to answer your request.

Which data can assistants read?

Supported tools can read account details, budgets, goals, active recurring costs, and transaction search results. Optional privacy toggles can hide payee names and transaction descriptions.

Is MCP included in every plan?

AI and MCP access is a Premium Max feature in MoneyCoach for Mac.