# quicken-mac-mcp

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.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI · ★ 47
- Author: dweekly
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/dweekly/quicken-mac-mcp
- Updated: 2026-09-10
- HTML: https://affpapa.org/en/nevibecode/mcp/quicken-mac-mcp

## What it 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`.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `QUICKEN_DB_PATH` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add --env QUICKEN_DB_PATH=<QUICKEN_DB_PATH> --transport stdio quicken-mac-mcp -- npx -y quicken-mac-mcp
```
Replace <…> with your own values

### Codex

**Platform CLI**
```bash
codex mcp add quicken-mac-mcp --env QUICKEN_DB_PATH=<QUICKEN_DB_PATH> -- npx -y quicken-mac-mcp
```
Replace <…> with your own values

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "mcpServers": {
        "quicken-mac-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "quicken-mac-mcp"
            ],
            "env": {
                "QUICKEN_DB_PATH": "<QUICKEN_DB_PATH>"
            }
        }
    }
}
```
Replace <…> with your own values

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "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

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e QUICKEN_DB_PATH=<QUICKEN_DB_PATH> quicken-mac-mcp npx -y quicken-mac-mcp
```
Replace <…> with your own values

## When to use it
- 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
- 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.

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