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 locally

Docker

docker build -t quicken-mac-mcp .
docker run --rm -v ~/Documents/YourFile.quicken:/data:ro quicken-mac-mcp

Contributors

• Manish Mukherjee — fixed dynamic Z_ENT lookup for CategoryTag (#4), added account_names filter and date fallback for imported transactions (#5)

Disclaimer

This project is an independent, community-developed open-source tool. It is not an official Intuit product and is not endorsed by, directly affiliated with, maintained by, or sponsored by Intuit Inc. or any of its subsidiaries. "Quicken" is a registered trademark of Intuit Inc. All product and company names are trademarks or registered trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

This software is provided "as is," without warranty of any kind. The authors and contributors are not responsible for any damage, data loss, or other issues arising from its use. Always back up your financial data before using third-party tools.

License

MIT