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):

• Skill (plugin/skills/quicken/SKILL.md) — teaches Claude to read the Quicken SQLite database directly with the sqlite3 CLI. Works in Claude Code and any other Claude surface that loads skills. No native module install, no MCP server process — just SQL. This is the recommended path.
• MCP server — wraps the same SQL recipes as eight prepackaged tools (list_accounts, query_transactions, spending_by_category, …). Use it when you're working in a non-Claude MCP client (Cursor, Cline, mcp-remote bridges) that can't load skills, or when you'd rather call typed tools than have Claude write SQL.

The Claude Code plugin install (claude plugin install quicken-mac-mcp) bundles both, with the skill leading and the MCP tools available as shortcuts.

Requirements

Quicken For Mac must be open while using either the skill or the MCP. Quicken encrypts its database file when the app is closed — the data is only readable while Quicken is running.

How it works

Quicken For Mac stores data in a Core Data SQLite database inside a .quicken bundle in your Documents folder (e.g., ~/Documents/MyFinances.quicken/data). The skill teaches Claude how to query that database directly; the MCP server is a thin wrapper that exposes eight prepackaged queries as tools.

Install — recommended (Claude Code, plugin)

claude plugin install quicken-mac-mcp

This installs both the /quicken skill (recommended path) and the MCP server. Claude will lead with the skill and fall back to the MCP tools when convenient.

Install — MCP-only paths

Use these if you're in a non-Claude-Code client that can't load skills, or you only want the typed-tool wrapper.

Claude Code (MCP only)

claude mcp add quicken -- npx -y quicken-mac-mcp

Claude Desktop (MCPB drag-and-drop)

Download quicken-mac-mcp.mcpb from the latest GitHub release and drag it into Claude Desktop. It will prompt you for your database path (or auto-detect it).

Claude Desktop (manual JSON)

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "quicken": {
      "command": "npx",
      "args": ["-y", "quicken-mac-mcp"]
    }
  }
}

Restart Claude Desktop and you'll see a hammer icon with 8 tools available.

Custom database path

If you have multiple Quicken files, or your .quicken bundle isn't in ~/Documents, set the QUICKEN_DB_PATH environment variable:

{
  "mcpServers": {
    "quicken": {
      "command": "npx",
      "args": ["-y", "quicken-mac-mcp"],
      "env": {
        "QUICKEN_DB_PATH": "/path/to/YourFile.quicken/data"
      }
    }
  }
}

By default, the server auto-detects your Quicken database by picking the most recently modified .quicken bundle in ~/Documents.

MCP tools

These are

... View full README on GitHub