The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Zenmoney MCP listing page.
MCP server for ZenMoney — access your personal finance data from any MCP-compatible AI client (Claude Desktop, Cursor, etc.).
| 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 |
No cloning or building needed — just add to your MCP client config:
Add to ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows):
Add to .cursor/mcp.json:
Replace your_token_here with your token from zerro.app/token.
If you prefer a one-click install without editing JSON, build a .mcpb bundle and drag it into Claude Desktop → Settings → Extensions:
On install, Claude Desktop will prompt for your ZenMoney token (stored in the OS keychain).
Once configured, start a conversation and ask your AI client to:
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.
PRs welcome! Feel free to open issues for bugs or feature requests.