quicken-mac-mcp read-only

An MCP server that gives Claude read-only access to your Quicken For Mac financial data.

What it does

Quicken For Mac stores your financial data in a Core Data SQLite database inside a .quicken bundle in your Documents folder. This MCP server reads that database directly and exposes 8 query tools to Claude — letting you ask questions about your accounts, transactions, spending, and investments in natural language.

The database is always opened read-only. Your Quicken data is never modified.

Tools

Tool	Description
`list_accounts`	List accounts with name, type, and active/closed status. Optional type filter.
`list_categories`	List category tags with parent hierarchy. Filter by expense or 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 against the database (500-row limit).

Install

Claude Code (one-liner)

claude mcp add quicken -- npx -y quicken-mac-mcp

Claude Code (plugin)

claude plugin install quicken-mac-mcp

Installs the MCP server and a /quicken skill that guides Claude on how to best query your data.

Claude Desktop (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

By default the server auto-detects your Quicken database by scanning ~/Documents for .quicken bundles. If you have multiple Quicken files or your bundle is elsewhere, 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"
      }
    }
  }
}

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"
"Show my investment portfolio with current prices"

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` (Z_ENT=79)	Category tags with parent hierarchy
`ZUSERPAYEE`	Payee names
`ZLOT` / `ZPOSITION`	Investment lots and positions
`ZSECURITY`	Securities (stocks, funds) with tickers

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

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.