Queries local Copilot Money data such as transactions, budgets, accounts, recurring charges, investments and goals, with opt-in writes.
Setup
Choose your client, copy the config, then fill in any required environment variables.
claude mcp add copilot-money -- npx -y copilot-money-mcp~/.codex/config.toml
[mcp_servers.copilot-money]
command = "npx"
args = ["-y", "copilot-money-mcp"]
# codex mcp add copilot-money -- npx -y copilot-money-mcp~/.cursor/mcp.json
{
"mcpServers": {
"copilot-money": {
"command": "npx",
"args": [
"-y",
"copilot-money-mcp"
]
}
}
}.vscode/mcp.json
{
"servers": {
"copilot-money": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"copilot-money-mcp"
]
}
}
}~/.gemini/settings.json
{
"mcpServers": {
"copilot-money": {
"command": "npx",
"args": [
"-y",
"copilot-money-mcp"
]
}
}
}claude_desktop_config.json
{
"mcpServers": {
"copilot-money": {
"command": "npx",
"args": [
"-y",
"copilot-money-mcp"
]
}
}
}.trae/mcp.json
{
"mcpServers": {
"copilot-money": {
"command": "npx",
"args": [
"-y",
"copilot-money-mcp"
]
}
}
}