Quicken Mac Mcp

Name: Quicken Mac Mcp
Author: dweekly

by dweeklycommunityv1.0.3

This MCP server provides Claude with read-only access to Quicken For Mac financial data, allowing users to query accounts, transactions, and spending trends. The server operates in a read-only mode, ensuring that Quicken data is never modified.

From the registry: Read-only access to Quicken For Mac financial data: transactions, spending, and portfolios.

GitHub Repository

Install & configure

Prerequisites

required
Quicken For Mac
Quicken For Mac must be open while using this server — it encrypts its database when closed
https://www.quicken.com/mac

Install in your client

Paste into the AI you're chatting with — it will figure out the rest

Please install the `quicken-mac-mcp` MCP server into my current AI client (that's you).

Required prerequisites (do these first if not already done):
- **Quicken For Mac** — Quicken For Mac must be open while using this server — it encrypts its database when closed (https://www.quicken.com/mac)

Canonical MCP server config (stdio transport):
- command: `npx`
- args: ["-y","quicken-mac-mcp"]
- optional environment variables:
  - `QUICKEN_DB_PATH`: Path to your Quicken database file (auto-detected from ~/Documents if not set) (example: `/path/to/YourFile.quicken/data`)

Note: macOS only. Read-only access to Quicken For Mac SQLite database. Auto-detects most recently modified .quicken bundle in ~/Documents. 8 tools for accounts, transactions, spending analysis, and portfolio.

Add this MCP server to my current client's config in the correct format for you. If you need secrets or credentials I haven't provided, ASK me — do not invent values or leave raw placeholders. After adding it, tell me how to verify the server is connected.

Note: macOS only. Read-only access to Quicken For Mac SQLite database. Auto-detects most recently modified .quicken bundle in ~/Documents. 8 tools for accounts, transactions, spending analysis, and portfolio.

Tools (8)

list_accounts

List all accounts with name, type, and active/closed status.

list_categories

List all category tags with parent hierarchy.

query_transactions

Query transactions with various filters.

spending_by_category

Aggregate spending by category for a date range.

spending_over_time

Monthly spending totals, optionally broken down by category.

search_payees

Search payees by name with transaction counts.

list_portfolio

List investment holdings with shares and cost basis.

raw_query

Run arbitrary SELECT queries.

Environment variables

QUICKEN_DB_PATHCustom path to the Quicken database.

Packages

quicken-mac-mcp

npmv1.0.3transport: stdio

Details

Language: TypeScript
License: MIT
Released: Mar 3, 2026
Last commit: Apr 8, 2026
Registry name: io.github.dweekly/quicken-mac-mcp

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