How do I install io.github.ignaciohermosillacornejo/copilot-money-mcp?

io.github.ignaciohermosillacornejo/copilot-money-mcp supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.

What AI clients work with io.github.ignaciohermosillacornejo/copilot-money-mcp?

io.github.ignaciohermosillacornejo/copilot-money-mcp is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse and http transport.

Is io.github.ignaciohermosillacornejo/copilot-money-mcp actively maintained?

io.github.ignaciohermosillacornejo/copilot-money-mcp is actively maintained — last commit was 1 day ago. It has 50 GitHub stars.

io.github.ignaciohermosillacornejo/copilot-money-mcp

copilot-money-mcp

Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.

50 105/wk 21 tools GitHub npm

No known CVEs

No license

Actively maintained

Last commit 1d ago

Works with most clients

Transport: stdio, sse, http

21 tools · ~1.1k tok

Grade B · 0.5% of 200K ctx

Edit this pageView history

Other

Step 1

Install in your client

Config is the same across clients — only the file and path differ.

Supported in Claude Desktopstdio, sse, http · Node 18+

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "copilot-money": {
      "command": "copilot-money-mcp"
    }
  }
}

Are you the author?

Add this badge to your README to show your security score and help users find safe servers.

Embed in your READMEAbout badges →

[![MCPpedia Score](https://mcppedia.org/api/badge/io-github-ignaciohermosillacornejo-copilot-money-mcp)](https://mcppedia.org/s/io-github-ignaciohermosillacornejo-copilot-money-mcp)

Read me

What io.github.ignaciohermosillacornejo/copilot-money-mcp does

Query and manage your personal finances with AI using local Copilot Money data

Test This Server

Run this in your terminal to verify the server starts. Then let us know if it worked — your result helps other developers.

npx -y 'copilot-money-mcp' 2>&1 | head -1 && echo "✓ Server started successfully"

After testing, let us know if it worked:

Loading README…

Scored, not listed

Why this score

Five weighted categories — click any category to see the underlying evidence.

Score breakdown

86/100across 5 weighted dimensions

How we score →

0255075100

−14

Security

Maintenance

Efficiency

Documentation

Compatibility

Categoriesclick a row to see evidence

Security

OSV.dev

No known CVEs.

Checked copilot-money-mcp against OSV.dev.

Inventory

Tools (21)

Click any tool to inspect its schema.

~1.1k tokens total

Community

Reviews

Be the first to review

Have you used this server?

Share your experience — it helps other developers decide.

How easy was setup?Did it work reliably?How was the documentation?

Frequently Asked Questions

Is io.github.ignaciohermosillacornejo/copilot-money-mcp safe to use?: io.github.ignaciohermosillacornejo/copilot-money-mcp has no known CVEs as of the latest MCPpedia security scan. It does not require authentication, so any local process can connect — keep this in mind in shared environments.
How do I install io.github.ignaciohermosillacornejo/copilot-money-mcp?: io.github.ignaciohermosillacornejo/copilot-money-mcp supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.
What can io.github.ignaciohermosillacornejo/copilot-money-mcp do?: io.github.ignaciohermosillacornejo/copilot-money-mcp provides 21 tools: get_transactions, get_transactions_live, get_categories, get_categories_live, get_accounts and 16 more. See the full tools list on the server page for descriptions and parameters.
What AI clients work with io.github.ignaciohermosillacornejo/copilot-money-mcp?: io.github.ignaciohermosillacornejo/copilot-money-mcp is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse and http transport.
Is io.github.ignaciohermosillacornejo/copilot-money-mcp actively maintained?: io.github.ignaciohermosillacornejo/copilot-money-mcp is actively maintained — last commit was 1 day ago. It has 50 GitHub stars.

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Community

Discussion

Start a conversation

Ask a question, share a tip, or report an issue.

Has anyone used this with Cursor?How do you handle auth?Any alternatives?

Edit this pageView history

Other

Step 1

Install in your client

Config is the same across clients — only the file and path differ.

Supported in Claude Desktopstdio, sse, http · Node 18+

Paste into ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "copilot-money": {
      "command": "copilot-money-mcp"
    }
  }
}

Are you the author?

Add this badge to your README to show your security score and help users find safe servers.

Embed in your READMEAbout badges →

[![MCPpedia Score](https://mcppedia.org/api/badge/io-github-ignaciohermosillacornejo-copilot-money-mcp)](https://mcppedia.org/s/io-github-ignaciohermosillacornejo-copilot-money-mcp)

Read me

What io.github.ignaciohermosillacornejo/copilot-money-mcp does

Query and manage your personal finances with AI using local Copilot Money data

Test This Server

Run this in your terminal to verify the server starts. Then let us know if it worked — your result helps other developers.

npx -y 'copilot-money-mcp' 2>&1 | head -1 && echo "✓ Server started successfully"

After testing, let us know if it worked:

README

Copilot Money MCP Server

Query and manage your personal finances with AI using local Copilot Money data

Disclaimer

This is an independent, community-driven project and is not affiliated with, endorsed by, or associated with Copilot Money or its parent company in any way. This tool was created by an independent developer to enable AI-powered queries of locally cached data. "Copilot Money" is a trademark of its respective owner.

[!NOTE] Copilot Money has announced an official MCP server (currently in waitlist, read-only). If a first-party, read-only integration suits your needs, you should strongly consider using it instead of this community project. Learn more and join the waitlist at agent.copilot.money.

This project remains useful if you need write tools (categorize transactions, manage budgets, edit recurrings, etc.), fully offline cache-mode reads with zero network requests, or simply want access today without waiting for the official rollout.

Overview

An MCP server that gives AI assistants access to your Copilot Money personal finance data. It reads from the locally cached Firestore database (LevelDB + Protocol Buffers) on your Mac. Reads are 100% local with zero network requests.

14 cache-mode read tools (or 21 in --live-reads mode: 8 surviving cache + 13 live), plus up to 17 write tools — query and modify transactions, accounts, holdings, balances, categories, recurring charges, budgets, goals, and investment performance. See Tools by Mode below.

Privacy First

We never collect, store, or transmit your data to any server operated by this project — we don't have any. See our Privacy Policy for details.

No analytics, telemetry, or tracking of any kind
Reads are fully local — zero network requests
Open source — verify the code yourself

[!IMPORTANT] Heads up about AI providers. While this server itself runs locally and never sends your data to any server operated by this project, the AI assistant you connect it to (Claude, ChatGPT, Gemini, etc.) will see your Copilot Money data as part of answering your questions. That means your financial data will be transmitted to and processed by the provider of whichever model you choose — Anthropic, OpenAI, Google, or another third party — subject to that provider's own privacy policy and data retention terms.

By using this MCP server with a hosted AI model, you are knowingly sharing your financial data with that AI provider. Only use this tool if you are comfortable with that trade-off. If you are not, consider waiting for an official Copilot Money integration or using a fully local model.

Tools by Mode

This server exposes different tools depending on which CLI flags you enable.

Mode	Flag	What it does	Auth	Network	Tools available
🟢 Default	_(no

... View full README on GitHub

Loading README…

Scored, not listed

Why this score

Five weighted categories — click any category to see the underlying evidence.

Score breakdown

86/100across 5 weighted dimensions

How we score →

0255075100

−14

Security

Maintenance

Efficiency

Documentation

Compatibility

Categoriesclick a row to see evidence

Security

OSV.dev

No known CVEs.

Checked copilot-money-mcp against OSV.dev.

Inventory

Tools (21)

Click any tool to inspect its schema.

~1.1k tokens total

Community

Reviews

Be the first to review

Have you used this server?

Share your experience — it helps other developers decide.

How easy was setup?Did it work reliably?How was the documentation?

Frequently Asked Questions

Is io.github.ignaciohermosillacornejo/copilot-money-mcp safe to use?: io.github.ignaciohermosillacornejo/copilot-money-mcp has no known CVEs as of the latest MCPpedia security scan. It does not require authentication, so any local process can connect — keep this in mind in shared environments.
How do I install io.github.ignaciohermosillacornejo/copilot-money-mcp?: io.github.ignaciohermosillacornejo/copilot-money-mcp supports copy-paste install configs on its MCPpedia page for Claude Desktop, Cursor, and Claude Code. Scroll to the Quick Install section and select your client.
What can io.github.ignaciohermosillacornejo/copilot-money-mcp do?: io.github.ignaciohermosillacornejo/copilot-money-mcp provides 21 tools: get_transactions, get_transactions_live, get_categories, get_categories_live, get_accounts and 16 more. See the full tools list on the server page for descriptions and parameters.
What AI clients work with io.github.ignaciohermosillacornejo/copilot-money-mcp?: io.github.ignaciohermosillacornejo/copilot-money-mcp is compatible with claude-desktop, cursor, claude-code. It uses stdio and sse and http transport.
Is io.github.ignaciohermosillacornejo/copilot-money-mcp actively maintained?: io.github.ignaciohermosillacornejo/copilot-money-mcp is actively maintained — last commit was 1 day ago. It has 50 GitHub stars.

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MCP Security Weekly

Get CVE alerts and security updates for io.github.ignaciohermosillacornejo/copilot-money-mcp and similar servers.