Read-only access to your Quicken For Mac financial data
quicken-mac-mcp
An MCP server that gives Claude read-only access to your Quicken For Mac financial data. Also listed on the MCP Server Registry. Ask Claude about your accounts, transactions, spending by category, monthly trends, and more.
The database is always opened read-only — your Quicken data is never modified.
Requirements
Quicken For Mac must be open while using this server. 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). This MCP server reads that database directly and exposes 8 query tools to Claude.
Install
Claude Code (one-liner)
claude mcp add quicken -- npx -y quicken-mac-mcp
Claude Code (plugin)
claude plugin install quicken-mac-mcp
This installs the plugin with the MCP server and a /quicken skill that guides Claude on how to best query your data.
Claude Desktop (MCPB drag-and-drop)
Download quicken-mac-mcp.mcpb from the latest GitHub release and drag it into Claude Desktop. 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 by picking the most recently modified .quicken bundle in ~/Documents.
Tools
| 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. |
spending_by_category |
Aggregate spending by category or parent category for a date range. |
spending_over_time |
Monthly spending totals, 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). |
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"
Database schema
Quicken For Mac uses Core Data with these key tables:
| Table | Purpose |
|---|---|
ZACCOUNT |
Bank accounts, credit cards, investment accounts |
ZTRANSACTION |
Individual transactions |
ZCASHFLOWTRANSACTIONENTRY |
Split line items (where categories live) |
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 server handles all date conversion automatically — you pass ISO 8601 dates, it returns ISO 8601 dates.
Account types are stored as uppercase strings: CHECKING, CREDITCARD, SAVINGS, MORTGAGE, RETIREMENTIRA, ASSET, LIABILITY, LOAN, etc. The tools accept any casing.
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
Tools (8)
list_accountsList all accounts with name, type, and active/closed status.list_categoriesList all category tags with parent hierarchy.query_transactionsQuery transactions with filters like date range, account, amount, payee, and category.spending_by_categoryAggregate spending by category or parent category for a date range.spending_over_timeMonthly spending totals, optionally broken down by category.search_payeesSearch payees by name with transaction counts.list_portfolioList investment holdings with shares, cost basis, and stored Quicken price quotes.raw_queryRun arbitrary SELECT queries on the database.Environment Variables
QUICKEN_DB_PATHPath to the .quicken/data file if not using the default location.Configuration
{"mcpServers": {"quicken": {"command": "npx", "args": ["-y", "quicken-mac-mcp"]}}}