zenmoney-mcp

zenmoney-mcp

MCP server for ZenMoney — access your personal finance data from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).

Features

Tool	Description
sync_data	Sync data with ZenMoney (run first)
list_accounts	List wallets, cards, and cash accounts
list_categories	List expense/income categories with hierarchy
list_merchants	List known merchants/payees
list_transactions	List and filter recent transactions
add_expense	Add an expense transaction
add_income	Add an income transaction
add_transfer	Transfer money between accounts (including cross-currency)
suggest_category	Get auto-suggested category for a payee

Prerequisites

• Node.js >= 18
• A ZenMoney account
• API token from zerro.app/token

Quick start

No cloning or building needed — just add to your MCP client config:

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "zenmoney": {
      "command": "npx",
      "args": ["-y", "zenmoney-mcp"],
      "env": {
        "ZENMONEY_TOKEN": "your_token_here"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "zenmoney": {
      "command": "npx",
      "args": ["-y", "zenmoney-mcp"],
      "env": {
        "ZENMONEY_TOKEN": "your_token_here"
      }
    }
  }
}

Claude Code

claude mcp add zenmoney -- npx -y zenmoney-mcp

Replace your_token_here with your token from zerro.app/token.

Claude Desktop (MCPB bundle)

If you prefer a one-click install without editing JSON, build a .mcpb bundle and drag it into Claude Desktop → Settings → Extensions:

npm install
npm run pack:mcpb
# → dist/zenmoney-mcp-<version>.mcpb

On install, Claude Desktop will prompt for your ZenMoney token (stored in the OS keychain).

From source

git clone https://github.com/a-tarasoff/zenmoney-mcp.git
cd zenmoney-mcp
npm install
npm run build
cp .env.example .env  # add your token

Usage

Once configured, start a conversation and ask your AI client to:

• Sync first — "Sync my ZenMoney data"
• Browse — "Show me my accounts", "List my categories"
• Query — "Show expenses for the last 7 days", "List transactions from January 1–31", "How much did I spend on groceries?"
• Add transactions — "Add a 500 RUB expense for coffee today"
• Transfer — "Transfer 1000 USD from Checking to Euro Card, received 920 EUR"

Contributing

PRs welcome! Feel free to open issues for bugs or feature requests.

License

MIT