# MoneyMatter

Connects your personal finance tracker to AI agents for analyzing expenses, accounts, and investments. Helps monitor budgets and loans through a remote HTTP endpoint.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 186
- Author: letehaha
- License: AGPL-3.0 · policy=link-only · description only; the file stays with the author
- Source: https://github.com/letehaha/moneymatter
- Updated: 2026-10-23
- HTML: https://affpapa.org/en/nevibecode/mcp/moneymatter

## What it 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.

## Requirements
- Needs: Docker
- Remote server: `https://mcp.moneymatter.app/mcp`

## Install

### Claude Code (native platform)

**Platform CLI: remote server**
```bash
claude mcp add --transport http moneymatter https://mcp.moneymatter.app/mcp
```

### Codex

**Platform CLI: remote server**
```bash
codex mcp add moneymatter --url https://mcp.moneymatter.app/mcp
```

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "moneymatter": {
            "url": "https://mcp.moneymatter.app/mcp"
        }
    }
}
```

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "servers": {
        "moneymatter": {
            "type": "http",
            "url": "https://mcp.moneymatter.app/mcp"
        }
    }
}
```

### Gemini CLI

**Platform CLI: remote server**
```bash
gemini mcp add -t http moneymatter https://mcp.moneymatter.app/mcp
```

## When to use it
- 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
- 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

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md
