Enables Claude to query and analyze your Quicken For Mac financial data with secure, read-only access.
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Connect your Quicken For Mac financial data directly to Claude using this Model Context Protocol (MCP) server. It provides Claude with the ability to retrieve information about your accounts, transactions, spending habits, and investments by directly reading the Quicken For Mac Core Data SQLite database. Designed with security in mind, the server always opens the database in read-only mode, ensuring your financial data is never modified. Ask Claude questions about your spending trends, account balances, transaction history, and more, leveraging the power of AI for financial insights.
Key Features
01Read-only access to Quicken For Mac financial data
02Access investment portfolio holdings and prices
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04Query accounts, categories, and individual transactions
05Search payees and perform raw SQL queries
06Analyze spending by category and over time
Use Cases
01Monitor investment portfolio holdings and account balances through AI queries.
02Summarize monthly spending habits by category using natural language prompts.
03Identify specific transactions or spending patterns across custom date ranges.
