ignaciohermosillacornejo/copilot-money-mcp

Overview

An MCP server that enables AI assistants to query personal finance data from the Copilot Money app using local data. It implements the Model Context Protocol to provide structured access to spending, budgets, and account information. Built in TypeScript, it runs locally to keep financial data private.

Best for

Best for
Developers building AI assistants that need private access to Copilot Money personal finance data

Use cases

• Ask an AI assistant for a monthly spending breakdown from Copilot Money
• Retrieve budget category balances and transaction history via natural language
• Integrate personal finance data into custom AI workflows or dashboards

How to use

Install

npm install -g copilot-money-mcp

Tools exposed

• copilot-money-mcp

Tested with

Claude Desktop, Cursor, ChatGPT

Example client config

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

Notes

An MCP server that enables AI assistants to query personal finance data from the Copilot Money app using local data. It implements the Model Context Protocol to provide structured access to spending, budgets, and account information. Built in TypeScript, it runs locally to keep financial data private.

50 stars on GitHub. Last updated 2026-06-01. Licensed MIT.

Use cases

• Ask an AI assistant for a monthly spending breakdown from Copilot Money
• Retrieve budget category balances and transaction history via natural language
• Integrate personal finance data into custom AI workflows or dashboards

Pros

• Keeps financial data local, enhancing privacy
• Open source with a straightforward TypeScript codebase
• Works with any MCP-compatible AI client

Cons

• Requires the Copilot Money app and its local data store
• Small community (50 stars) may mean limited support or updates
• Only supports queries from Copilot Money, not other finance apps

Indexed from awesome-mcp-servers-punkpeye and enriched against its public facts.