关于
MoneyWiz MCP Server acts as a secure Model Context Protocol (MCP) server, enabling AI assistants like Claude to interact directly with your MoneyWiz personal finance data. It provides read-only access, allowing you to ask natural language questions about your finances, analyze spending habits, track income and expenses, and even receive personalized savings recommendations, all processed locally for maximum privacy. This tool integrates seamlessly with Claude Desktop, transforming your financial data into actionable insights through intuitive conversations.
主要功能
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- Provides secure, read-only access to local MoneyWiz database files
- Offers advanced financial analytics, including expense and income trend analysis
- Generates personalized savings recommendations based on financial data
- Supports MoneyWiz 2 and MoneyWiz 3 databases on macOS
- Enables natural language querying of MoneyWiz financial data for AI assistants
使用案例
- Analyze personal spending patterns by category and track financial health trends over time.
- Query MoneyWiz accounts, balances, and transactions using natural language with an AI assistant.
- Obtain personalized savings optimization tips and insights based on your financial data.
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