MoneyMatter — Claude Code MCP server: what it does, how to install
Connects your personal finance tracker to AI agents for analyzing expenses, accounts, and investments. Helps monitor budgets and loans through a remote HTTP endpoint.
claude mcp add --transport http moneymatter https://mcp.moneymatter.app/mcpWhat MoneyMatter does
This server bridges AI agents with the MoneyMatter personal finance system through a remote HTTP endpoint. The assistant inspects your accounts, categorized transactions, budget limits, and debts. Net worth calculations also incorporate investment portfolios with daily asset prices, loans, and vehicles.
You can host MoneyMatter on your own hardware via Docker Compose on port 8080 or rely on the hosted cloud service. The MCP connection targets https://mcp.moneymatter.app/mcp. Without an active MoneyMatter account or self-hosted deployment, the remote server cannot retrieve financial records.
What it helps with
- Check account balances and overall net worth calculations
- Filter transactions by category, tag, or payee
- Monitor budget limits and track loan payoff status
- Inspect stock and cryptocurrency values in your base currency
Example prompts for the agent
- Summarize my spending breakdown by category from MoneyMatter for this month
- How much money remains in my dining out budget?
- Check the current valuation of my stock and crypto portfolios
How to install MoneyMatter
Platform CLI: remote server
claude mcp add --transport http moneymatter https://mcp.moneymatter.app/mcpPlatform CLI: remote server
codex mcp add moneymatter --url https://mcp.moneymatter.app/mcpConfig file
{
"mcpServers": {
"moneymatter": {
"url": "https://mcp.moneymatter.app/mcp"
}
}
}Config file
{
"servers": {
"moneymatter": {
"type": "http",
"url": "https://mcp.moneymatter.app/mcp"
}
}
}Platform CLI: remote server
gemini mcp add -t http moneymatter https://mcp.moneymatter.app/mcpStep by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about MoneyMatter
How to install MoneyMatter in Claude Code?
Run claude mcp add --transport http moneymatter https://mcp.moneymatter.app/mcp. This sets up the remote HTTP transport pointing directly to the MoneyMatter service.
What does the MoneyMatter MCP server do?
It provides the model with read access to your balances, spending records, investments, and loan terms. You can request portfolio summaries and budget status through natural language.
Is a paid cloud subscription required?
No, you can self-host the open-source stack for free using Docker Compose under the AGPL-3.0 license. The hosted cloud platform also offers a 40-day free trial without asking for a payment card.
