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.
Заметка
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.
Предупреждение
The official MCP beta currently does not surface Plaid-connected accounts. Copilot's team has confirmed the limitation and says they're working on a path forward, but there's no timeline. If most of your institutions connect through Plaid, the official MCP will give you an incomplete picture of your finances. This community server is not affected: it reads the app's full local cache (and, in live mode, the same GraphQL API the app uses), so Plaid-connected accounts are included.
