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Free
Read-only MCP server for querying Quicken For Mac financial data with Claude
About
An MCP server that gives Claude read-only access to your Quicken For Mac financial data. It reads the Core Data SQLite database that Quicken stores in your Documents folder and exposes 8 query tools for accounts, transactions, spending analysis, and investment portfolios. Quicken For Mac must be running (it encrypts the database when closed). Your data is never modified — the database is always opened read-only.
What You'll Need
Set these up before or after installing:
Path to your `YourQuickenFile.quicken/data` file. Default: auto-detects the most recently modified `.quicken` bundle in `~/Documents`.
Environment variable: QUICKEN_DB_PATH
Getting Started
Once installed, try these example prompts and explore these capabilities:
- 1"List my accounts"
- 2"What did I spend on groceries last month?"
- 3"Show my spending by category for 2024"
- 4"How has my monthly spending changed over the past year?"
- 5"Find all transactions from Costco over $100"
- 6"What are my top 10 payees by transaction count?"
- 7"Compare my food spending in 2024 vs 2025"
- 8Tool: list_accounts — List all accounts with name, type, and active/closed status
- 9Tool: list_categories — List category tags with parent hierarchy
- 10Tool: query_transactions — Query transactions with date, amount, payee, and category filters
- 11Tool: spending_by_category — Aggregate spending by category for a date range
- 12Tool: spending_over_time — Monthly spending totals with optional category breakdown
- 13Tool: search_payees — Search payees by name with transaction counts
- 14Tool: list_portfolio — Investment holdings with shares, cost basis, and optional live quotes
- 15Tool: raw_query — Run arbitrary SELECT queries (500-row limit)
How to Install
Add this to your MCP configuration file:
{
"mcpServers": {
"quicken-mac-mcp": {
"env": {
"QUICKEN_DB_PATH": "your-quicken-db-path-here"
},
"args": [
"-y",
"quicken-mac-mcp"
],
"command": "npx"
}
}
}Security Report
7.2
Moderate7.2Low RiskThis is a well-designed MCP server that provides read-only access to Quicken For Mac financial data. The code implements proper input validation, security controls, and error handling, with only minor network and shell execution concerns that are appropriate for its financial data analysis purpose. Package verification found 1 issue.
Scanned 7 files · 5 findings
Security scores are indicators to help you make informed decisions, not guarantees. Always review permissions before connecting any MCP server.
Permissions Required
This plugin requests these system permissions. Most are normal for its category.
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