moneymanager-mcp

MCP stdio server for querying Realbyte Money Manager .mmbak exports with AI clients.

The server reads a local .mmbak file, which is a ZIP-wrapped SQLite database, through the moneymanager-parser SDK. It exposes tools for filtered queries, schema inspection, category listing, accounts (names and balances), and currencies. Queries can filter by account or group totals by account. Query top/list rows include account and to_account for each transaction.

Install

pip install moneymanager-mcp

Run

Point the server at a backup file with MONEY_BACKUP or pass backup_path to each tool:

export MONEY_BACKUP=/path/to/backup.mmbak
moneymanager-mcp

Tools:

• query(backup_path=None, date_from=None, date_to=None, month=None, category=None, account=None, search=None, kind="expense", group_by=None, top=None, list_n=None, limit=24)
• schema(backup_path=None)
• list_categories(backup_path=None)
• accounts(backup_path=None)
• currency(backup_path=None)

Invalid or missing backups return a JSON error payload instead of crashing the server.

Client configuration

These clients launch moneymanager-mcp as a local stdio server, so the command must be on your PATH. Installing with pipx keeps it isolated and globally available:

pipx install moneymanager-mcp
# or: pip install --user moneymanager-mcp

Point the server at your backup with the MONEY_BACKUP environment variable (shown below), or omit it and pass backup_path to each tool call.

GitHub Copilot CLI

Option A — interactive: start copilot, run the /mcp slash command, choose Add server, and enter the command moneymanager-mcp with the MONEY_BACKUP environment variable.

Option B — config file: add the server to ~/.copilot/mcp-config.json:

{
  "mcpServers": {
    "money-manager": {
      "type": "local",
      "command": "moneymanager-mcp",
      "args": [],
      "tools": ["*"],
      "env": { "MONEY_BACKUP": "/path/to/backup.mmbak" }
    }
  }
}

Restart copilot, then run /mcp to confirm the server and its tools are listed.

VS Code (GitHub Copilot agent mode)

Create .vscode/mcp.json in your workspace (or run MCP: Add Server from the Command Palette and pick Workspace):

{
  "servers": {
    "money-manager": {
      "type": "stdio",
      "command": "moneymanager-mcp",
      "args": [],
      "env": { "MONEY_BACKUP": "/path/to/backup.mmbak" }
    }
  }
}

Open the Chat view, switch to Agent mode, and select the tools via Configure Tools. Use MCP: Open User Configuration instead if you want the server available across all workspaces.

Claude Desktop

Open Settings → Developer → Edit Config (or edit the file directly) and add the server. The config file is at ~/Library/Application Support/Claude/claude_desktop_config.json on macOS and %APPDATA%\Claude\claude_desktop_config.json on Windows:

{
  "mcpServers": {
    "money-manager": {
      "command": "moneymanager-mcp",
      "env": { "MONEY_BACKUP": "/path/to/backup.mmbak" }
    }
  }
}

Restart Claude Desktop; the Money Manager tools then appear in the tools menu.

Tip: if a client cannot find moneymanager-mcp, use the absolute path to the executable (find it with which moneymanager-mcp) as the command value.

Development

python3 -m venv .venv
. .venv/bin/activate
pip install -e '.[dev]'
ruff check .
ruff format --check .
mypy src
pytest --cov

Contributing

Issues and pull requests are welcome. Please use generated sample backups in tests rather than personal exports.

License

MIT © 2026 Shubham Sharma