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io.github.a-tarasoff/zenmoney-mcp MCP Server

io.github.a-tarasoff/zenmoney-mcp

Access and manage your ZenMoney personal finance data through AI—sync accounts, track transactions, and automate expense logging.

RepositoryRegistry

What is the io.github.a-tarasoff/zenmoney-mcp MCP server?

The zenmoney-mcp server is an MCP integration for ZenMoney, a personal finance app, enabling AI clients like Claude and Cursor to read and manage your financial data. It provides tools to sync accounts, list transactions, add expenses and income, transfer money, and update transaction details directly from conversational AI.

This server bridges ZenMoney and AI assistants, letting you query your financial data, add transactions, categorize expenses, and manage transfers conversationally. It's useful for automating routine finance tasks, analyzing spending patterns, and keeping your financial records up-to-date without leaving your AI client.

How to install io.github.a-tarasoff/zenmoney-mcp

Copy-paste configuration for popular MCP clients.

transport: stdio
Config generated by PluginBench — verify against the source before use.
Environment / auth
  • ZENMONEY_TOKEN
    required
    secret

    ZenMoney API token from https://zerro.app/token

~/Library/Application Support/Claude/claude_desktop_config.json
{
  "mcpServers": {
    "zenmoney-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "zenmoney-mcp"
      ],
      "env": {
        "ZENMONEY_TOKEN": "<YOUR_ZENMONEY_TOKEN>"
      }
    }
  }
}

Tools & capabilities

Tools this server exposes to the agent.

  • sync_data — Sync data with ZenMoney (run first)
  • list_accounts — List wallets, cards, and cash accounts
  • list_categories — List expense/income categories with hierarchy
  • list_merchants — List known merchants/payees
  • list_transactions — List and filter recent transactions
  • add_expense — Add an expense transaction
  • add_income — Add an income transaction
  • add_transfer — Transfer money between accounts (including cross-currency)
  • update_transaction — Change an existing transaction — category, amount, date, payee, comment, account
  • suggest_category — Get auto-suggested category for a payee

Use cases

  • Query your spending by category or time period and get AI-powered financial insights
  • Add expenses and income transactions conversationally without opening the ZenMoney app
  • Recategorize or correct multiple transactions in batch via AI
  • Transfer money between accounts and currencies with natural-language instructions
  • Automate routine financial logging and reconciliation tasks

io.github.a-tarasoff/zenmoney-mcp MCP server FAQ

What is the zenmoney-mcp server?

It's an MCP server that connects ZenMoney (a personal finance app) to AI clients like Claude and Cursor, letting you manage accounts, transactions, and categories via conversation.

Is it free?

The server itself is open-source (MIT license). You need a ZenMoney account (freemium model) and an API token from zerro.app/token.

How do I install it in Claude Desktop?

Add the server to your claude_desktop_config.json with the npx command and your ZENMONEY_TOKEN environment variable, then restart Claude.

How do I install it in Cursor?

Add the server configuration to .cursor/mcp.json with the npx command and your ZENMONEY_TOKEN, then restart Cursor.

What authentication is required?

You need a ZenMoney account and an API token from zerro.app/token. The token is passed via the ZENMONEY_TOKEN environment variable.

Can I transfer money between different currencies?

Yes, the add_transfer tool supports cross-currency transfers between accounts.

README (reference)

Source of truth, from the repository.

zenmoney-mcp

MCP server for ZenMoney — access your personal finance data from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).

Features

ToolDescription
sync_dataSync data with ZenMoney (run first)
list_accountsList wallets, cards, and cash accounts
list_categoriesList expense/income categories with hierarchy
list_merchantsList known merchants/payees
list_transactionsList and filter recent transactions
add_expenseAdd an expense transaction
add_incomeAdd an income transaction
add_transferTransfer money between accounts (including cross-currency)
update_transactionChange an existing transaction — category, amount, date, payee, comment, account
suggest_categoryGet auto-suggested category for a payee

Prerequisites

Quick start

No cloning or building needed — just add to your MCP client config:

Claude Desktop

Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):

{
  "mcpServers": {
    "zenmoney": {
      "command": "npx",
      "args": ["-y", "zenmoney-mcp"],
      "env": {
        "ZENMONEY_TOKEN": "your_token_here"
      }
    }
  }
}

Cursor

Add to .cursor/mcp.json:

{
  "mcpServers": {
    "zenmoney": {
      "command": "npx",
      "args": ["-y", "zenmoney-mcp"],
      "env": {
        "ZENMONEY_TOKEN": "your_token_here"
      }
    }
  }
}

Claude Code

claude mcp add zenmoney -- npx -y zenmoney-mcp

Replace your_token_here with your token from zerro.app/token.

Claude Desktop (MCPB bundle)

If you prefer a one-click install without editing JSON, build a .mcpb bundle and drag it into Claude Desktop → Settings → Extensions:

npm install
npm run pack:mcpb
# → dist/zenmoney-mcp-<version>.mcpb

On install, Claude Desktop will prompt for your ZenMoney token (stored in the OS keychain).

From source

git clone https://github.com/artarasov/zenmoney-mcp.git
cd zenmoney-mcp
npm install
npm run build
cp .env.example .env  # add your token

Usage

Once configured, start a conversation and ask your AI client to:

  1. Sync first — "Sync my ZenMoney data"
  2. Browse — "Show me my accounts", "List my categories"
  3. Query — "Show expenses for the last 7 days", "List transactions from January 1–31", "How much did I spend on groceries?"
  4. Add transactions — "Add a 500 RUB expense for coffee today"
  5. Transfer — "Transfer 1000 USD from Checking to Euro Card, received 920 EUR"
  6. Fix mistakes — "Recategorize yesterday's Amazon expense to Household", "Change the comment on that 500 RUB coffee"

list_transactions prints each transaction's id, and update_transaction takes one id or a list of them — so a whole batch can be recategorized in a single call.

Contributing

PRs welcome! Feel free to open issues for bugs or feature requests.

License

MIT

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