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Copilot Money

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69
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Productivity & Workflow
Data Science & ML
Analytics & Monitoring

Enables AI-powered natural language queries against personal finance data stored locally by Copilot Money.

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© 2026 MCP Market. All rights reserved.·Privacy·Terms

This independent, community-driven MCP server provides AI-powered natural language querying capabilities for your personal finance data, leveraging locally cached Copilot Money data. It prioritizes privacy by performing all processing entirely on your machine, ensuring no financial data ever leaves your device and making zero network requests. Designed for speed, it can analyze thousands of transactions in seconds, offering a secure and read-only interface to your financial insights through Claude Desktop or Cursor.

Key Features

016 GitHub stars
02100% Local & Private data processing
03AI-Powered natural language queries
04Fast analysis of thousands of transactions
05Read-Only access to financial data
06Easy installation via .mcpb bundle or npm

Use Cases

01Analyze monthly spending by category or merchant.
02Find specific transactions based on merchant, amount, or date range.
03Get an overview of current account balances, budgets, or financial goals.