MoneyWiz

About

This MCP server bridges the gap between your personal financial data in MoneyWiz and advanced AI clients such as ChatGPT and Claude. By exporting your MoneyWiz database, you can empower AI models to securely access, analyze, and generate insights from your financial transactions, account balances, and historical trends. It offers a structured way for AI to help you understand spending habits, identify income patterns, calculate net worth, and even provide personalized savings recommendations, transforming raw financial data into actionable intelligence.

Key Features

• Query accounts, balances, and transactions
• 4 GitHub stars
• Generate personalized savings recommendations
• Provide comprehensive financial statistics from historical data
• Analyze spending and income trends by category and time period
• Calculate total net worth from all accounts

Use Cases

• Gain insights into spending and income trends for better financial management.
• Empower AI assistants to query and analyze personal financial data from MoneyWiz.
• Receive personalized savings recommendations and calculate net worth to track financial health.