zenmoney-mcp

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

Features

Tool	Description
`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

Prerequisites

Node.js >= 18
A ZenMoney account
API token from zerro.app/token

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):

json

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

Cursor

Add to .cursor/mcp.json:

json

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

Claude Code

bash

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:

bash

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

bash

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:

Sync first — "Sync my ZenMoney data"
Browse — "Show me my accounts", "List my categories"
Query — "Show expenses for the last 7 days", "List transactions from January 1–31", "How much did I spend on groceries?"
Add transactions — "Add a 500 RUB expense for coffee today"
Transfer — "Transfer 1000 USD from Checking to Euro Card, received 920 EUR"
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.