Copilot Money MCP Server
Query and manage your personal finances with AI using local Copilot Money data
Disclaimer
This is an independent, community-driven project and is not affiliated with, endorsed by, or associated with Copilot Money or its parent company in any way. This tool was created by an independent developer to enable AI-powered queries of locally cached data. "Copilot Money" is a trademark of its respective owner.
[!NOTE] Copilot Money has announced an official MCP server (currently in waitlist, read-only). If a first-party, read-only integration suits your needs, you should strongly consider using it instead of this community project. Learn more and join the waitlist at agent.copilot.money.
This project remains useful if you need write tools (categorize transactions, manage budgets, edit recurrings, etc.), fully offline cache-mode reads with zero network requests, or simply want access today without waiting for the official rollout.
Overview
An MCP server that gives AI assistants access to your Copilot Money personal finance data. It reads from the locally cached Firestore database (LevelDB + Protocol Buffers) on your Mac. Reads are 100% local with zero network requests.
