Quicken Mac MCP
UnclaimedMCP server providing read-only access to Quicken For Mac financial data via Claude
Install
claude mcp add quicken -- npx -y quicken-mac-mcpSet up this server
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8 of 8 tools
Documented tools (8)
From project documentation. A server handshake does not verify each tool’s description or behavior.
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.
list_portfolio
List investment holdings with shares, cost basis, and stored Quicken price quotes.
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 splitnote (per-split) memos.
raw_query
Run arbitrary SELECT queries (500-row limit).
search_payees
Search payees by name with transaction counts.
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.
Tool change history
FAQ
Questions about Quicken Mac MCP Server
- How do I connect Quicken Mac MCP Server to Claude?
- The listing records `claude mcp add quicken -- npx -y quicken-mac-mcp` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop, Claude Code, Cursor as compatible clients.
- Is Quicken Mac MCP Server free?
- The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
- What can Quicken Mac MCP Server do?
- Quicken Mac MCP Server documents 8 tools to the agent, including list_accounts, list_categories, list_portfolio. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.