Quicken Mac MCP

Name: Quicken Mac MCP
Author: dweekly

by dweeklyversion 1.6.0i★ –iRuns on your computer

Registry nameio.github.dweekly/quicken-mac-mcp

Install

Overview

Description from the maker (original English)

Read-only access to Quicken For Mac financial data: transactions, spending, and portfolios.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs on your computer
Transport: stdio
Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on your computer with your user’s permissions (files, network, apps).
You fill in yourself: QUICKEN_DB_PATH

You need

npmNode.js installed (for the npx command)

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json

{
  "mcpServers": {
    "quicken-mac": {
      "command": "npx",
      "args": [
        "-y",
        "quicken-mac-mcp"
      ],
      "env": {
        "QUICKEN_DB_PATH": "your-value"
      }
    }
  }
}

Run this in your terminal

claude mcp add quicken-mac --env QUICKEN_DB_PATH=your-value -- npx -y quicken-mac-mcp

Fill in the empty values before running it.

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "quicken-mac": {
      "command": "npx",
      "args": [
        "-y",
        "quicken-mac-mcp"
      ],
      "env": {
        "QUICKEN_DB_PATH": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "quicken-mac": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "quicken-mac-mcp"
      ],
      "env": {
        "QUICKEN_DB_PATH": "your-value"
      }
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.

Your choice stays on this device in a cookie; no account needed.

Values you fill in

QUICKEN_DB_PATH env
Path to Quicken database file (auto-detected if not set)

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

Runs on your computer; the tool list appears in your AI app after you install it.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026

✓ Pass
Maker matches the repo
The registry name was verified with the GitHub account dweekly, which owns the repo
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
– Not applicable
Endpoint responds
This one runs on your computer; there is no internet endpoint
– Not applicable
Sign-in with OAuth
Runs on your computer and uses local settings instead
… Not checked yet
No hidden instructions in tool descriptions
Runs on your computer; we can only read tool lists from internet endpoints

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1735 servers in this category
Published to the registry more recently than 32% of the other 1735 servers in this category
Basic checks equal to or better than 100% of the other 1735 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Quicken Mac MCP safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).

Is it still maintained?

The GitHub repo last changed –, and the latest version (1.6.0) reached the registry 3 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

Alternatives

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

quicken-mac-mcp

A Claude Skill + MCP server that gives Claude read-only access to your Quicken For Mac financial data. Ask Claude about your accounts, transactions, spending by category, monthly trends, investment holdings, and more.

The database is always opened read-only — your Quicken data is never modified.

Skill or MCP — which do I want?

This repo ships two artifacts that share the same schema knowledge (docs/schema.md):

Skill (plugin/skills/quicken/SKILL.md) — teaches Claude to probe and read the Quicken SQLite database directly with Python 3's standard-library SQLite support. Its focused references/ cover balances, cash flow, investments, budgets, tags, and QuickFill rules. Works in Claude Code and any other Claude surface that loads skills. No native module install or MCP server process. This is the recommended path.
MCP server — wraps the same SQL recipes as eight prepackaged tools (list_accounts, query_transactions, spending_by_category, …). Use it when you're working in a non-Claude MCP client (Cursor, Cline, mcp-remote bridges) that can't load skills, or when you'd rather call typed tools than have Claude write SQL.

The Claude Code plugin install (claude plugin install quicken-mac-mcp) bundles both, with the skill leading and the MCP tools available as shortcuts.

Requirements

Quicken For Mac must be open while using either the skill or the MCP. Quicken encrypts its database file when the app is closed — the data is only readable while Quicken is running.

How it works

Quicken For Mac stores data in a Core Data SQLite database inside a .quicken bundle in your Documents folder (e.g., ~/Documents/MyFinances.quicken/data). The skill teaches Claude how to query that database directly; the MCP server is a thin wrapper that exposes eight prepackaged queries as tools.

Install — recommended (Claude Code, plugin)

claude plugin install quicken-mac-mcp

This installs both the /quicken skill (recommended path) and the MCP server. Claude will lead with the skill and fall back to the MCP tools when convenient.

Install — MCP-only paths

Use these if you're in a non-Claude-Code client that can't load skills, or you only want the typed-tool wrapper.

Claude Code (MCP only)

claude mcp add quicken -- npx -y quicken-mac-mcp

Claude Desktop (MCPB drag-and-drop)

Download the bundle for your Mac from the latest GitHub release and drag it into Claude Desktop:

Apple Silicon: quicken-mac-mcp-arm64.mcpb
Intel: quicken-mac-mcp-x64.mcpb

It will prompt you for your database path (or auto-detect it).

Claude Desktop (manual JSON)

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

"mcpServers": { "quicken": { "command": "npx", "args": ["-y", "quicken-mac-mcp"] } } }

Restart Claude Desktop and you'll see a hammer icon with 8 tools available.

Custom database path

If you have multiple Quicken files, or your .quicken bundle isn't in ~/Documents, set the QUICKEN_DB_PATH environment variable:

"mcpServers": { "quicken": { "command": "npx", "args": ["-y", "quicken-mac-mcp"], "env": { "QUICKEN_DB_PATH": "/path/to/YourFile.quicken/data" } } } }

By default, the server auto-detects your Quicken database only when exactly one .quicken bundle exists in ~/Documents. If multiple bundles exist, it refuses to guess; set QUICKEN_DB_PATH explicitly.

MCP tools

These are the eight prepackaged tools the MCP server exposes. The skill covers the same ground (and more) by writing SQL directly against the database — see plugin/skills/quicken/SKILL.md.

Tool	Description
`list_accounts`	List all accounts with name, type, and active/closed status. Optional type filter.
`list_categories`	List all category tags with parent hierarchy. Filter by expense/income.
`query_transactions`	Query transactions with filters: date range, account types/names, amount range, payee search, category. Returns one row per split entry, with `note` (transaction-level) and `split_note` (per-split) memos.
`spending_by_category`	Aggregate negative consumer-spending splits by category, excluding transfers and report-excluded rows and preserving `(Uncategorized)`.
`spending_over_time`	Monthly negative consumer-spending totals with the same exclusions, optionally broken down by category.
`search_payees`	Search payees by name with transaction counts.
`list_portfolio`	List investment holdings with shares, cost basis, and stored Quicken price quotes.
`raw_query`	Run arbitrary SELECT queries (500-row limit).

Self-Documenting Command-Line Interface (`qmac`)

This project includes a fully featured, self-documenting command-line interface qmac that allows you to query your Quicken SQLite database directly from the terminal without going through an MCP client.

Features:

Centralized Schema Validation: Arguments are dynamically coerced to correct types (numbers, booleans, arrays) and validated.
Subcommand Help (`--help` / `-h`): Easily inspect parameter descriptions and types for any subcommand (e.g. qmac spending-by-category --help).
Syntax Error Auto-Help: Providing incorrect syntax or missing required fields outputs a precise error message along with the subcommand's help page.
Integrated Manual (`qmac man`): Renders the complete, stylized UNIX man page guide right in your shell.
Premium ASCII Table Layout: Columns are dynamically auto-sized, numbers are right-aligned, and headers are formatted for supreme clarity. Use --json to get raw data for scripting.

Example Commands:

# General help

qmac --help

Render stylized manual page

qmac man

List checking accounts

qmac list-accounts --account-type checking

Find Costco transactions over $100 in 2024

qmac query-transactions --start-date 2024-01-01 --end-date 2024-12-31 --payee-search costco --max-amount -100

Get subcategory spending breakdown for Q1 2025

qmac spending-by-category --start-date 2025-01-01 --end-date 2025-03-31 --group-by category

Display investment portfolio holding valuations

qmac list-portfolio

Example prompts

"List my accounts"
"What did I spend on groceries last month?"
"Show my spending by category for 2024"
"How has my monthly spending changed over the past year?"
"Find all transactions from Costco over $100"
"What are my top 10 payees by transaction count?"
"Compare my food spending in 2024 vs 2025"

Sovereign Financial Exporter (CSV & relational schema.json)

Want to move your complete personal financial history out of Quicken to your own sovereign, self-hosted, or custom agentic analysis platform?

This project includes a high-speed, zero-dependency, pure Python utility scripts/export_sovereign_csv.py that connects to your unlocked Quicken database and extracts it into a cleanly normalized, portable package.

How to use the exporter:

Open your Quicken For Mac application and log in so that the database is decrypted.
In your terminal, execute the export script:

   python3 scripts/export_sovereign_csv.py

A new directory quicken_sovereign_export/ will be generated, containing:

accounts.csv: Beautifully normalized accounts list (checking, credit, brokerage, retirement, etc.).
categories.csv: Income & expense category path structure.
payees.csv: Registered merchant names list.
transactions.csv: Top-level ledger with post-date, notes, and transaction-level details.
transaction_splits.csv: Line-item splits showing amounts and category IDs.
holdings.csv: Active investment holdings reconstructed from your individual tax lots with cost basis and unrealized returns.
tags.csv: Custom user tags mapped directly to splits.
schema.json: Complete relational column and foreign key reference dictionary.
README.md: A detailed migration guide demonstrating how to load and query your financial history instantly in DuckDB, Pandas, PostgreSQL, or other databases.

This allows other agentic platforms (like custom GPTs, self-hosted LLMs, or sovereign database agents) to immediately parse, ingest, and analyze your entire financial history.

Database schema

Quicken For Mac uses Core Data with these key tables:

Table	Purpose
`ZACCOUNT`	Bank accounts, credit cards, investment accounts
`ZTRANSACTION`	Individual transactions (with `ZNOTE` transaction-level memo)
`ZCASHFLOWTRANSACTIONENTRY`	Split line items — categories AND per-split `ZNOTE` memos live here
`ZTAG`	Category tags with parent hierarchy (Z_ENT looked up at runtime)
`ZUSERPAYEE`	Payee names

Dates use Core Data epoch (seconds since 2001-01-01). The MCP server handles all date conversion automatically — you pass ISO 8601 dates, it returns ISO 8601 dates. The skill recipes show the conversion (+ 978307200) inline so Claude can write SQL directly.

Account types are stored as uppercase strings: CHECKING, CREDITCARD, SAVINGS, MORTGAGE, RETIREMENTIRA, ASSET, LIABILITY, LOAN, etc. The tools accept any casing.

For the full schema reference (84 entities, all tables, indexes, foreign keys, and Core Data write semantics including Z_OPT optimistic locking), see docs/schema.md.

Development

git clone https://github.com/dweekly/quicken-mac-mcp.git

cd quicken-mac-mcp npm install npm test # run tests npm run lint # eslint npm run format # prettier npm run dev # run server locally

Set QUICKEN_DB_PATH before npm test if ~/Documents holds more than one .quicken bundle; otherwise the live-schema suites skip.

Known issues and planned work live in ROADMAP.md — open bugs, developer-experience gaps, and deferred dependency upgrades (fresh as of 2026-08-14).

Docker

docker build -t quicken-mac-mcp .

docker run --rm -v ~/Documents/YourFile.quicken:/data:ro quicken-mac-mcp

Contributors

Manish Mukherjee — fixed dynamic Z_ENT lookup for CategoryTag (#4), added account_names filter and date fallback for imported transactions (#5)
Als-Pal — Quicken ↔ Amazon order matcher gist surfaced that notes live at two levels (ZTRANSACTION.ZNOTE and ZCASHFLOWTRANSACTIONENTRY.ZNOTE) and documented the Z_OPT write-back semantics now in docs/schema.md.

Disclaimer

This project is an independent, community-developed open-source tool. It is not an official Intuit product and is not endorsed by, directly affiliated with, maintained by, or sponsored by Intuit Inc. or any of its subsidiaries. "Quicken" is a registered trademark of Intuit Inc. All product and company names are trademarks or registered trademarks o

Only the beginning is shown; read the rest in the repo

Quicken Mac MCP

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

Values you fill in

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

quicken-mac-mcp

Skill or MCP — which do I want?

Requirements

How it works

Install — recommended (Claude Code, plugin)

Install — MCP-only paths

Claude Code (MCP only)

Claude Desktop (MCPB drag-and-drop)

Claude Desktop (manual JSON)

Custom database path

MCP tools

Self-Documenting Command-Line Interface (qmac)

Features:

Example Commands:

Render stylized manual page

List checking accounts

Find Costco transactions over $100 in 2024

Get subcategory spending breakdown for Q1 2025

Display investment portfolio holding valuations

Example prompts

Sovereign Financial Exporter (CSV & relational schema.json)

How to use the exporter:

Database schema

Development

Docker

Contributors

Disclaimer

Self-Documenting Command-Line Interface (`qmac`)