SkillFoxx

MoneyMatter MCP

Open-source personal finance app with a built-in MCP server: accounts, budgets and investments open to Claude and ChatGPT

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  • Last commit
MCP serverOfficial

Broad access

Why this level

  • The agent sees accounts, transactions, loans and investments, which is personal financial data
  • Access is limited by the level on the consent screen and the connection is worth revoking in settings after the work
All reasons and checks

letehaha/moneymatterAuthor:letehaha

Install

In your terminal, with SkillFoxx CLI

npx skillfoxx add mcp/moneymatter

Detects the agents on your machine, shows the access level and pins the version.

Other ways to install

Access and checks

How we review

Broad accessThe tool can change data, run commands or handle secrets.

  • The agent sees accounts, transactions, loans and investments, which is personal financial data
  • Access is limited by the level on the consent screen and the connection is worth revoking in settings after the work

This is third-party code. Review the repository files before installing.

What it does

MoneyMatter shows where your money is and where it goes. Accounts are kept by hand or synced with a bank through Monobank, SimpleFIN, LunchFlow and Walutomat, and transactions become balances, a dashboard and reports in one base currency. Net worth also includes investments, loans, vehicles and private deals. The app exposes a remote MCP server at `https://mcp.moneymatter.app/mcp`. You add it to Claude, ChatGPT or another MCP client and pick the access level on the consent screen. Questions such as which subscriptions got more expensive this year or where you can realistically cut 500 dollars a month are answered by the agent from your data. A self-hosted instance serves its own MCP address set by `MCP_BASE_URL`, and connected apps are listed and revoked in Settings, AI.

Who it is for. People who keep personal finances in MoneyMatter and want to ask an agent questions about their accounts, subscriptions and investments.

Good fit when

  • You want to see which subscriptions got more expensive this year and find expenses to cut
  • The agent sums cash flow by category and shows where most of it goes
  • The app is installed on your own server so account data stays with you
  • You need a net worth estimate counting investments, loans and a vehicle

Not a fit when

  • You need a Russian banking stack: sync goes through Monobank, SimpleFIN, LunchFlow and Walutomat and no Russian banks are listed
  • Account data must not go to a third-party service: the hosted version belongs to MoneyMatter cloud, and self-hosting solves that
  • You need ready bill payment: the app shows and calculates, with no payments from it

Example request

Show which subscriptions got more expensive this year and suggest where I can cut 500 dollars a month

MCP

Transport
http
Authentication
OAuth

Environment variables

MCP_BASE_URL
Base address of the MCP server on a self-hosted install

Limitations

The hosted version runs in the MoneyMatter cloud with a 40-day free trial and no card. Self-hosting is free with every feature on and needs Docker, PostgreSQL and Redis, and the MCP address is set through `MCP_BASE_URL`. Agent access is limited by the level chosen on the consent screen, and connected apps are revoked in settings. Bank sync is limited to four providers. The license is AGPL-3.0 and changes made available over a network must be opened. The README does not list the MCP tools.

How to disable. Revoke the connection in the app under Settings, AI, and remove the server from the client. Your own install is stopped with `docker compose down`.

FAQ

What is the MoneyMatter MCP server address?

`https://mcp.moneymatter.app/mcp` for the cloud. A self-hosted install serves its own address set by `MCP_BASE_URL`.

How do I limit the agent's access?

You pick the access level on the consent screen. Connected apps are listed in Settings, AI, and revoked there.

How does data get into MoneyMatter?

Accounts are created by hand or synced through Monobank, SimpleFIN, LunchFlow and Walutomat, and transactions are imported from CSV, OFX, YNAB, Wallet and Microsoft Money.

Can I host it myself?

Yes, Docker images, free and with every feature. PostgreSQL and Redis are required and the guide is in `self-hosting/README.md`.

How much does the cloud version cost?

A 40-day free trial with no card, then a paid plan at moneymatter.app.

Discussion

No questions or reviews yet.

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README in short

The text presents a personal finance app: features, a quick start in the cloud or self-hosted, a section on connecting an AI agent over MCP, documentation, the Vue and Node.js stack and the AGPL license.

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