Copilot Money MCP Server

Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes.

Remote serverstreamable-httpGo

What is the Copilot Money MCP server?

Query and manage Copilot Money personal finances — local reads, opt-in GraphQL writes. The copilot money mcp server wraps that behind the Model Context Protocol, so an assistant can use it through 2 defined tools rather than through you.

What it actually does

An MCP server that gives AI assistants access to your Copilot Money personal finance data. It reads from the locally cached Firestore database (LevelDB + Protocol Buffers) on your Mac. Reads are 100% local with zero network requests.

Its toolset

Everything the assistant can do here goes through one of these:

  • Mode — Flag
  • Prerequisites — The Prerequisites tool exposed by this server

Adding it to your client

Being a remote server, there is no local install. You register the endpoint with your client, authorise it once, and the tools appear.

Configuration

  • Node.js 18+ (comes bundled with Claude Desktop) - Copilot Money (macOS App Store version) - Claude Desktop, Cursor, or any MCP-compatible client

When to reach for it

Plenty of developer tooling servers cover similar ground. The differences that matter in practice are scope of access and how much setup stands between you and a working tool call. Copilot Money's toolset — Mode, Prerequisites — is a fair guide to whether it matches your workflow. It is maintained by ignaciohermosillacornejo; worth a glance at recent repository activity before you build anything load-bearing on it.

SyncDev reviews every entry in this directory against the project's own documentation before publishing, and revisits them as servers change.

Caveats

  • Your data travels to the provider's service, so the usual questions apply about what you send and what they retain.
  • MCP clients confirm each tool call by default. Leave that on until you have watched what the copilot money mcp server does with a few real requests.

Available tools

ToolWhat it does
ModeFlag
PrerequisitesThe Prerequisites tool exposed by this server.

How to install the Copilot Money MCP server

{
  "mcpServers": {
    "copilot-money": {
      "command": "npx",
      "args": ["-y", "copilot-money-mcp"]
    }
  }
}

Add to claude_desktop_config.json, then restart Claude Desktop.

Configuration

  • Node.js 18+ (comes bundled with Claude Desktop) - Copilot Money (macOS App Store version) - Claude Desktop, Cursor, or any MCP-compatible client

Example prompts to try

  • Use Copilot Money to Mode.
  • Use Copilot Money to Prerequisites.

Frequently asked questions

It connects Copilot Money to MCP-compatible AI assistants such as Claude and Cursor, exposing 2 tools (Mode, Prerequisites) that the assistant can call on your behalf. Instead of copying data back and forth by hand, the assistant works with Copilot Money directly.