copilot-money-mcp

MCP server for Copilot Money.

Unofficial integration using Copilot Money's undocumented API. Use at your own risk.

Install

npm install -g @dakaneye-js/copilot-money-mcp

# Login (opens browser, captures token)
npx playwright install chromium
copilot-money-mcp login

Configure

Claude Desktop - add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "copilot-money": {
      "command": "copilot-money-mcp"
    }
  }
}

Claude Code - add to ~/.claude/settings.json:

{
  "mcpServers": {
    "copilot-money": {
      "command": "copilot-money-mcp"
    }
  }
}

CLI

copilot-money-mcp login    # Authenticate (browser)
copilot-money-mcp logout   # Clear stored token
copilot-money-mcp status   # Check auth status

Tools

Read: get_transactions, get_accounts, get_categories, get_tags, get_recurring, get_budgets

Write: categorize_transaction, review_transaction, unreview_transaction, tag_transaction, untag_transaction

Bulk: bulk_categorize, bulk_tag, bulk_review

Smart: suggest_categories

License

MIT