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-mcp skill 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

💬 Example Usage

Once connected, just talk to your AI assistant:

📖 More example prompts and multi-step workflows: Usage Guide

📚 Documentation

⚠️ 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

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