MCP server for ZenMoney personal finance app
MCP server for ZenMoney — access your personal finance data from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).
| Tool | Description |
|---|---|
sync_data | Sync data with ZenMoney (run first) |
list_accounts | List wallets, cards, and cash accounts |
list_categories | List expense/income categories with hierarchy |
list_merchants | List known merchants/payees |
list_transactions | List and filter recent transactions |
add_expense | Add an expense transaction |
add_income | Add an income transaction |
add_transfer | Transfer money between accounts (including cross-currency) |
update_transaction | Change an existing transaction — category, amount, date, payee, comment, account |
suggest_category | Get auto-suggested category for a payee |
No cloning or building needed — just add to your MCP client config:
Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
{
"mcpServers": {
"zenmoney": {
"command": "npx",
"args": ["-y", "zenmoney-mcp"],
"env": {
"ZENMONEY_TOKEN": "your_token_here"
}
}
}
}
Add to .cursor/mcp.json:
{
"mcpServers": {
"zenmoney": {
"command": "npx",
"args": ["-y", "zenmoney-mcp"],
"env": {
"ZENMONEY_TOKEN": "your_token_here"
}
}
}
}
claude mcp add zenmoney -- npx -y zenmoney-mcp
Replace your_token_here with your token from zerro.app/token.
If you prefer a one-click install without editing JSON, build a .mcpb bundle and drag it into Claude Desktop → Settings → Extensions:
npm install
npm run pack:mcpb
# → dist/zenmoney-mcp-<version>.mcpb
On install, Claude Desktop will prompt for your ZenMoney token (stored in the OS keychain).
git clone https://github.com/artarasov/zenmoney-mcp.git
cd zenmoney-mcp
npm install
npm run build
cp .env.example .env # add your token
Once configured, start a conversation and ask your AI client to:
list_transactions prints each transaction's id, and update_transaction takes one id or a list of them — so a whole batch can be recategorized in a single call.
PRs welcome! Feel free to open issues for bugs or feature requests.
Source-derived launch command. Check the maintainer’s required arguments and credentials before running:
npx -y zenmoney-mcpMerge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.
{
"mcpServers": {
"io-github-a-tarasoff-zenmoney-mcp": {
"command": "npx",
"args": [
"-y",
"zenmoney-mcp"
]
}
}
}Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.
Claude Desktop setup referencezenmoney-mcpnpmio.github.a-tarasoff/zenmoney-mcp works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.
~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.~/.cursor/mcp.jsonRestart Cursor for changes to take effect..vscode/mcp.jsonReload VS Code window for changes to take effect.~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect..mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.