An MCP server that connects to Copilot Money to read and manage personal finance data. Offers 30 tools for transactions, budgets, accounts, recurring charges, investments, and financial goals.
This MCP (Model Context Protocol) server integrates with Copilot Money, a personal finance platform, enabling AI assistants to access and manage comprehensive financial data. It provides 30 specialized tools that cover all aspects of personal finance management including transactions, budget tracking, account management, recurring charge monitoring, investment tracking, and financial goal setting.
As an MCP server, installation involves configuring it within a compatible AI platform that supports MCP (such as Claude). Users need to authenticate with their Copilot Money account to grant the server access to their financial data. Detailed setup instructions are available on the GitHub repository.
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