quicken-mac-mcp — Claude Code MCP server: installation
Query Quicken For Mac accounts, transactions, spending, and investments through read-only MCP tools. Useful when you want an AI client to inspect your financial data.
claude mcp add --env QUICKEN_DB_PATH=<QUICKEN_DB_PATH> --transport stdio quicken-mac-mcp -- npx -y quicken-mac-mcpWhat quicken-mac-mcp does
The server exposes eight tools for Quicken data, including account listings, transaction searches, category spending summaries, and portfolio holdings. Its raw_query tool runs SELECT queries with a 500-row cap. Quicken stores the data in a SQLite database inside a .quicken bundle.
Quicken For Mac must be running. When the app is closed, its database is encrypted and cannot be read. The server does not change financial records. If ~/Documents contains multiple .quicken bundles, set QUICKEN_DB_PATH to select the right database; automatic detection only works when there is exactly one bundle.
The MCP server works with Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, and Zed. To add it in Claude Code, run the command below. It registers the server as quicken-mac-mcp.
What it helps with
- list accounts and check their status
- find transactions by payee, date, or amount
- summarize spending by category for a date range
- review monthly spending totals
- inspect investment holdings and cost basis
Example prompts for the agent
- List my Quicken accounts and show which ones are closed.
- Find Costco transactions for the period I specify.
- Break down my spending by category for recent months.
How to install quicken-mac-mcp
Platform CLI
claude mcp add --env QUICKEN_DB_PATH=<QUICKEN_DB_PATH> --transport stdio quicken-mac-mcp -- npx -y quicken-mac-mcpReplace <…> with your own values
Platform CLI
codex mcp add quicken-mac-mcp --env QUICKEN_DB_PATH=<QUICKEN_DB_PATH> -- npx -y quicken-mac-mcpReplace <…> with your own values
Config file
{
"mcpServers": {
"quicken-mac-mcp": {
"command": "npx",
"args": [
"-y",
"quicken-mac-mcp"
],
"env": {
"QUICKEN_DB_PATH": "<QUICKEN_DB_PATH>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"quicken-mac-mcp": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"quicken-mac-mcp"
],
"env": {
"QUICKEN_DB_PATH": "<QUICKEN_DB_PATH>"
}
}
}
}Replace <…> with your own values
Platform CLI
gemini mcp add -e QUICKEN_DB_PATH=<QUICKEN_DB_PATH> quicken-mac-mcp npx -y quicken-mac-mcpReplace <…> with your own values
Step 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 quicken-mac-mcp
How do I install quicken-mac-mcp in Claude Code?
Run claude mcp add quicken-mac-mcp -- npx -y quicken-mac-mcp.
What does quicken-mac-mcp do?
It provides read-only access to Quicken For Mac accounts, transactions, spending, and investments through eight MCP tools.
Does Quicken For Mac need to be open?
Yes. The database is encrypted while the app is closed, so the server can only read it while Quicken is running.
