Quicken Mac Mcp
Gives Claude read-only access to your Quicken For Mac SQLite database while the app is running. Ships as both an MCP server with eight prebuilt tools (list_accounts, query_transactions, spending_by_category, list_portfolio) and a Claude skill that teaches the assistant to write SQL directly against the schema. Quicken encrypts its database when closed, so the app must be open. Useful for ad-hoc financial queries like comparing category spending across time periods, finding transactions by payee or amount, or reviewing investment holdings without opening the Quicken UI. Also includes a CLI tool for terminal access and a Python export script if you want to move your data out entirely.
- GitHub stars
- 55
- tools
- 8
- transport
- STDIO
- env var
- 1
- last updated
- Nov 10, 2026
Tools
8 toolsPublic tool metadata for what this MCP can expose to an agent.
list_accountsList all accounts with name, type, and active/closed status. Optional type filter.
List all accounts with name, type, and active/closed status. Optional type filter.
No parameter schema in public metadata yet.
list_categoriesList all category tags with parent hierarchy. Filter by expense/income.
List all category tags with parent hierarchy. Filter by expense/income.
No parameter schema in public metadata yet.
query_transactionsQuery transactions with filters: date range, account types/names, amount range, payee search, category. Returns one row per split entry, with `note` (transaction-level) and `split_note` (per-split) memos.
Query transactions with filters: date range, account types/names, amount range, payee search, category. Returns one row per split entry, with `note` (transaction-level) and `split_note` (per-split) memos.
No parameter schema in public metadata yet.
spending_by_categoryAggregate negative consumer-spending splits by category, excluding transfers and report-excluded rows and preserving `(Uncategorized)`.
Aggregate negative consumer-spending splits by category, excluding transfers and report-excluded rows and preserving `(Uncategorized)`.
No parameter schema in public metadata yet.
spending_over_timeMonthly negative consumer-spending totals with the same exclusions, optionally broken down by category.
Monthly negative consumer-spending totals with the same exclusions, optionally broken down by category.
No parameter schema in public metadata yet.
search_payeesSearch payees by name with transaction counts.
Search payees by name with transaction counts.
No parameter schema in public metadata yet.
list_portfolioList investment holdings with shares, cost basis, and stored Quicken price quotes.
List investment holdings with shares, cost basis, and stored Quicken price quotes.
No parameter schema in public metadata yet.
raw_queryRun arbitrary SELECT queries (500-row limit).
Run arbitrary SELECT queries (500-row limit).
No parameter schema in public metadata yet.
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QUICKEN_DB_PATHPath to Quicken database file (auto-detected if not set)
Readme
quicken-mac-mcp
A Claude Skill + MCP server that gives Claude read-only access to your Quicken For Mac financial data. Ask Claude about your accounts, transactions, spending by category, monthly trends, investment holdings, and more.
The database is always opened read-only — your Quicken data is never modified.
Skill or MCP — which do I want?
This repo ships two artifacts that share the same schema knowledge (docs/schema.md):
Details
- Repository
- github.com/dweekly/quicken-mac-mcp
- Category
- Data & Analytics
- Package
quicken-mac-mcp- Transport
- STDIO
- Registry
- MCP registry, active
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