quicken-mac-mcp: Claude access to Quicken for Mac data
quicken-mac-mcp
An agent reads the Quicken for Mac database with no write access: accounts, transactions, category spending and holdings
- 55 ★ on the repository
- Last commit
- MIT
Broad access
Why this level
- The agent sees the full history of personal accounts, transactions and holdings, and it enters the model context
- raw_query runs any SELECT against the database, although writing is blocked
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add mcp/quicken-mac-mcpDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewBroad accessThe tool can change data, run commands or handle secrets.
- The agent sees the full history of personal accounts, transactions and holdings, and it enters the model context
- raw_query runs any SELECT against the database, although writing is blocked
This is third-party code. Review the repository files before installing.
What it does
Two artifacts share one schema reference. The /quicken skill teaches Claude to locate and read the Quicken for Mac SQLite database with Python 3's standard library, and the reference files beside it cover balances, cash flow, investments, budgets, tags and QuickFill rules. The MCP server wraps the same SQL recipes in eight ready tools: list_accounts, list_categories, query_transactions, spending_by_category, spending_over_time, search_payees, list_portfolio and raw_query. The database is always opened read-only, so the agent never changes Quicken data. query_transactions filters by date, account type and name, amount, payee and category, and returns one row per split with notes. The spending summaries count only negative consumer-spending splits and skip transfers. raw_query runs any SELECT with a 500-row cap. The qmac command runs the same queries in a terminal without an MCP client, and the export_sovereign_csv.py script dumps the full history into normalized CSV files plus a schema file.
Who it is for. Quicken for Mac users who want to ask Claude about their own spending and investments in plain sentences without building reports in the app.
Good fit when
- You want to know how much went to groceries last month and compare it with the same month a year ago
- You need every payment to one payee above a set amount in a chosen period
- You want a month-by-month view of spending by category over a year
- You need an investment portfolio summary: shares, cost basis, currency
- You plan to move the full Quicken history into CSV for your own spreadsheet or another system
Not a fit when
- You use Windows or Quicken for Windows: the project reads only the Mac database
- You want to add, fix or categorize transactions: access is strictly read-only
- You need a direct link to a bank or broker: the server talks to no financial service, only to a local file
- You do not want financial details passed to a cloud agent without review: the data lands in the model context
Example request
Show my spending by category for 2024 and find every Costco payment over $100.MCP
- Transport
- stdio
- Authentication
- not required
Environment variables
QUICKEN_DB_PATH- Path to the data file inside the .quicken bundle when several exist
Limitations
Quicken for Mac must be open: on some installs the app swaps the database for an encrypted stub when it closes. Version 9.3.1 was tested, and the older 8.5 layout is covered by test fixtures. The MCP server and the qmac command need Node.js 22.14 or newer; the skill needs only Python 3.
If several .quicken files exist, the server does not guess and asks for a path in QUICKEN_DB_PATH. The database structure is closed and may change between versions, so queries sometimes need adjusting after a Quicken update.
How to disable. Remove the server with claude mcp remove quicken and the plugin with claude plugin uninstall quicken-mac-mcp. Your Quicken files stay untouched because access was read-only.
FAQ
Can Claude change my Quicken data?
No. The database opens read-only, and raw_query accepts a single SELECT capped at 500 rows. The agent edits none of your records.
Should I pick the skill or the MCP server?
The author recommends the skill: it needs no native module or separate process and works anywhere Claude loads skills. The MCP server is for Cursor, Cline and other clients without skill support, or when you want ready typed tools. The Claude Code plugin installs both.
How do I install it in Claude Code?
claude plugin install quicken-mac-mcp installs the skill and the server together. For the server alone, run claude mcp add quicken -- npx -y quicken-mac-mcp; Claude Desktop has a drag-and-drop .mcpb bundle.
What if I have several Quicken files?
The server finds the database by itself only when there is exactly one file. Otherwise it reports how many bundles it found per folder and waits until you set QUICKEN_DB_PATH to the data file inside the right .quicken.
How do I move the history out of Quicken into a spreadsheet?
Open Quicken and sign in so the database is decrypted, then run python3 scripts/export_sovereign_csv.py. The script creates a quicken_sovereign_export folder with accounts.csv, categories.csv, payees.csv, transactions.csv and a schema file.
Discussion
No questions or reviews yet.
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Comparison with similar tools
Cards that share the main search query, and how they differ.
| Tool | Official | Authentication | Repository stars | Main difference |
|---|---|---|---|---|
| quicken-mac-mcp: Claude access to Quicken for Mac data (this card) | no | not required | 55 | |
| Actual Budget MCP Server | no | key is optional | 286 | the Actual Budget app with its own server; Quicken for Mac uses a different local database |
| YNAB MCP Server | no | API key | 100 | cloud YNAB over its API, while this one reads a file on disk |
README in short
The docs explain where Quicken keeps its database: a Core Data SQLite file inside a .quicken bundle in Application Support, in the App Store sandbox container, or in a folder the user chose. Separate sections cover the database tables, sample queries and the CSV export with a schema.json file.