moneywiz

moneywiz is an MCP server for Claude Code, Codex, Cursor, Gemini CLI, OpenCode from jcvalerio/moneywiz-mcp-server. Its token cost is not measured, scanned A, original, MIT.

A local MCP server that connects to MoneyWiz, a personal-finance application, by running a Python module. Its setup points to the MoneyWiz database and can be configured as read-only.

In plain words
What is it for?
Use it to configure a MoneyWiz connection by providing the database path and choosing whether access should be read-only. The input does not list supported finance operations.
Why use it?
It gives an agent a defined way to connect to a MoneyWiz data file while the supplied setup can prevent changes to that database.

MCP server for Claude CodeCodexCursorGemini CLIOpenCode

Written for no agent in particular: it speaks MCP, so any client can run it. Also seen: listed in a Claude config.

Not installable: its command points at a path on the author’s own machine, so it runs nowhere else. The line is /Users/username/Library/Containers/com.moneywiz.personalfinance-setapp/Data/Documents/.AppData/ipadMoneyWiz.sqlite.

Good fit Use it to configure a MoneyWiz connection by providing the database path and choosing whether access should be read-only. The input does not list supported finance operations.

Compare 6 mcp servers from other repositories ↓
Install

Getting it into your agent

There is no command for this one: it runs only inside a plugin, and the catalogue could not identify which plugin ships it. The source is linked below.

Made for: Claude Code, Codex, Cursor, Gemini CLI, OpenCode.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for moneywiz

README.md
[![agentmods](https://agentmods.dev/badge/mcp/jcvalerio/moneywiz-mcp-server/moneywiz/github.svg)](https://agentmods.dev/mcp/jcvalerio/moneywiz-mcp-server/moneywiz)
Your own site
<a href="https://agentmods.dev/mcp/jcvalerio/moneywiz-mcp-server/moneywiz"><img src="https://agentmods.dev/badge/mcp/jcvalerio/moneywiz-mcp-server/moneywiz/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for moneywiz

Your own site · 80×15
<a href="https://agentmods.dev/mcp/jcvalerio/moneywiz-mcp-server/moneywiz"><img src="https://agentmods.dev/badge/mcp/jcvalerio/moneywiz-mcp-server/moneywiz.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session not measured What this adds to a session before it is invoked.
When invoked not measured Not applicable: nothing here is loaded into a session.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Security

Grade A, and why

moneywiz scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

examples/claude_desktop_config.json · 13 lines

What it actually says

{
  "moneywiz": {
    "command": "python",
    "args": [
      "-m",
      "moneywiz_mcp_server"
    ],
    "env": {
      "MONEYWIZ_DB_PATH": "/Users/username/Library/Containers/com.moneywiz.personalfinance-setapp/Data/Documents/.AppData/ipadMoneyWiz.sqlite",
      "MONEYWIZ_READ_ONLY": "true"
    }
  }
}
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 13 lines scan A df31c8fee2e5

Subscribe to this mod's changes

moneywiz is an MCP server published in the GitHub repository jcvalerio/moneywiz-mcp-server (12 stars, last pushed 1mo ago), licensed MIT. Its token cost is not measured: an MCP server costs its tool schemas, not its config file. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.