使用说明
Money Manager MCP Server
An MCP server that lets AI assistants manage personal finances through the Realbyte Money Manager app's PC Manager web server.
✨ Features
- Full transaction CRUD — create, read, update, delete income & expenses
- Assets & credit cards — manage accounts, balances, and cards
- Transfers — move money between accounts
- Reports & export — period summaries and Excel export
- Dashboard — net-worth trends and portfolio breakdown
- Session persistence — stays logged in across restarts
🆕 What's new in v2.0.0
- Migrated to FastMCP — the server is now built on the FastMCP framework with Zod-validated tool inputs. Same 18 tools, same setup — just a smaller, cleaner, more maintainable codebase.
- Security & supply-chain hardening — removed dynamic code execution from the API response parser, locked Excel exports to your working directory (symlink-safe, atomic writes), retries limited to safe read operations, and all dependencies refreshed (
npm audit: 0 known vulnerabilities). Node.js ≥ 22.13 is now required. - End-to-end testing skill for AI agents — the bundled
testing-money-manager-mcpskill verifies every tool against a live Money Manager server with throwaway data and guaranteed cleanup.
📦 Prerequisites
- Node.js ≥ 22.13
- The Money Manager app (Android) with its PC Manager web server running on the same Wi-Fi network as your computer. To start it: open the app → More (⋮) → PC Manager → Start, and note the displayed address (e.g.
192.168.1.1:8888) - An MCP-compatible client (Claude Desktop, VS Code with Copilot, Cursor, …)
🚀 Quick Start
Add the server to your AI client.
VS Code / GitHub Copilot
One-click install (prompts for the base URL):
Or manually — add to .vscode/mcp.json:
{
"servers": {
"money-manager": {
"type": "stdio",
"command": "npx",
"args": [
"money-manager-mcp@latest",
"--baseUrl",
"http://YOUR_PHONE_IP:PORT"
]
}
}
}
Claude Desktop / Cursor / Others
Add the server to your client's MCP config (e.g. claude_desktop_config.json):
{
"mcpServers": {
"money-manager": {
"command": "npx",
"args": [
"money-manager-mcp@latest",
"--baseUrl",
"http://YOUR_PHONE_IP:PORT"
]
}
}
}
📖 Advanced users — running from source, environment variables, config files, and per-client setup are covered in the Setup Guide.
📋 Tools
| Category | Tools |
|---|---|
| Init | init_get_data |
| Transactions | transaction_list, transaction_create, transaction_update, transaction_delete |
| Summaries | summary_get_period, summary_export_excel |
| Assets | asset_list, asset_create, asset_update, asset_delete |
| Cards | card_list, card_create, card_update |
| Transfers | transfer_create, transfer_update |
| Dashboard | dashboard_get_overview, dashboard_get_asset_chart |
💬 Example Usage
Once connected, just talk to your AI assistant:
| You say | Tool used |
|---|---|
| "What did I spend last month?" | summary_get_period |
| "Record a $45 grocery expense from checking" | transaction_create |
| "Transfer $200 from checking to savings" | transfer_create |
| "Export November's transactions to Excel" | summary_export_excel |
| "Show my net worth trend" | dashboard_get_overview |
📖 More example prompts and multi-step workflows: Usage Guide
📚 Documentation
| Document | Description |
|---|---|
| Setup Guide | Installation & configuration |
| Usage Guide | Tool reference & example prompts |
| API Reference | Upstream Money Manager HTTP API |
| Architecture | System design |
| Contributing | Development setup & guidelines |
| AGENTS.md | Guidance for AI coding agents |
⚠️ Legal Disclaimer
Money Manager is developed by RealByte. This MCP server is an independent community project — not affiliated with, endorsed by, or sponsored by RealByte. Use is at your own risk and intended for personal/educational use. Users are responsible for compliance with Money Manager's terms of service.
🙏 Acknowledgments
- Model Context Protocol for the MCP specification
- FastMCP — the TypeScript MCP framework this server is built on
Made with ❤️ by Laukik Shah