Provides an MCP server to enable AI clients like ChatGPT and Claude to query and analyze MoneyWiz financial data.
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This MCP server bridges the gap between your personal financial data in MoneyWiz and advanced AI clients such as ChatGPT and Claude. By exporting your MoneyWiz database, you can empower AI models to securely access, analyze, and generate insights from your financial transactions, account balances, and historical trends. It offers a structured way for AI to help you understand spending habits, identify income patterns, calculate net worth, and even provide personalized savings recommendations, transforming raw financial data into actionable intelligence.
主な機能
01Query accounts, balances, and transactions
024 GitHub stars
03Generate personalized savings recommendations
04Provide comprehensive financial statistics from historical data
05Analyze spending and income trends by category and time period
06Calculate total net worth from all accounts
ユースケース
01Gain insights into spending and income trends for better financial management.
02Empower AI assistants to query and analyze personal financial data from MoneyWiz.
03Receive personalized savings recommendations and calculate net worth to track financial health.
