
Quicken Mac Mcp
Expose read-only Quicken for Mac transactions, spending, and portfolio data to your agent for budgeting questions and financial summaries.
Overview
Quicken Mac MCP is an MCP server for the Grow phase that provides read-only Quicken for Mac access to transactions, spending, and portfolios for agent-driven financial analysis.
What is this MCP server?
- Read-only access to Quicken For Mac financial data via MCP
- Transactions, spending views, and portfolio information
- npm package quicken-mac-mcp v1.0.3 with stdio transport
- Optional QUICKEN_DB_PATH with auto-detect when unset
- Mac-local integration; no write/trade operations advertised
- Server version 1.0.3
- Read-only access model
- 1 optional environment variable (QUICKEN_DB_PATH)
Community signal: 19 GitHub stars.
What problem does it solve?
Mac users with Quicken cannot easily let coding agents answer spending and portfolio questions without manual exports and fragile copy-paste.
Who is it for?
Solo founders on Quicken for Mac who want private, read-only financial Q&A through an MCP agent without syncing to a new cloud dashboard.
Skip if: Windows/Linux Quicken users, teams needing write access or payment initiation, or anyone without Quicken installed locally.
What do I get? / Deliverables
After you add quicken-mac-mcp, your agent can read local Quicken data to summarize transactions, spending, and holdings while you stay in the IDE.
- Agent-queryable read-only views of Quicken transactions, spending, and portfolios
- In-IDE financial summaries without recurring manual exports
Recommended MCP Servers
Journey fit
Personal and business money insight sits in Grow analytics when you already ship product and want to understand burn, spending, and holdings—not when you are only ideating. Analytics is the fit because the server surfaces historical transactions, spending patterns, and portfolio views for analysis in conversation, not for trading execution.
How it compares
Read-only local finance data MCP bridge, not a banking aggregator API or a tax-filing agent skill.
Common Questions / FAQ
Who is Quicken Mac MCP for?
Quicken Mac MCP is for individual builders and operators who use Quicken for Mac and want MCP agents to analyze transactions, spending, and portfolios read-only.
When should I use Quicken Mac MCP?
Use it when reviewing burn, categorizing spend, or asking portfolio questions during Grow-phase planning and you want answers grounded in your actual Quicken ledger.
How do I add Quicken Mac MCP to my agent?
Install quicken-mac-mcp via npm, configure stdio in your MCP client, set QUICKEN_DB_PATH if auto-detect fails, and restart on your Mac where Quicken data lives.