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.

Open the Money Manager app on your phone.
Navigate to More (three dots icon).
Select PC Manager.
Tap Start to launch the web server.
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.

Fork the repository
Create a feature branch
Make your changes
Submit a pull request

🙏 Acknowledgments

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

Made with ❤️ by Laukik Shah

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