moony-mcp

MCP (Model Context Protocol) server for Moony — connects AI assistants like Claude to your local personal finance data.

How it works

When Moony is running and unlocked with MCP Server enabled in Settings, it starts a lightweight local HTTP API on a random port and writes a session.json file containing the port and a per-session bearer token.

This MCP server reads session.json, connects to that local API, and exposes your financial data as tools that AI assistants can query. Your data never leaves your device — everything happens over localhost.

Prerequisites

• Moony installed and running
• Node.js 18 or later
• Claude Desktop or another MCP-compatible AI client

Setup

1. Install the MCP server

git clone https://github.com/fiiles/moony-mcp.git
cd moony-mcp
npm install
npm run build

Note the absolute path to dist/index.js — you will need it in the next step.

2. Enable MCP Server in Moony

Open Moony → Settings → enable AI Assistant (MCP Server).

3. Configure Claude Desktop

Moony's Settings screen shows the exact config snippet with the correct paths pre-filled for your system — you can copy it directly from there.

Alternatively, add the following to your Claude Desktop config file manually:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "moony-finance": {
      "command": "node",
      "args": ["/absolute/path/to/moony-mcp/dist/index.js"],
      "env": {
        "MOONY_DATA_DIR": "/absolute/path/to/Moony/data/directory"
      }
    }
  }
}

Important: Do not use ~ in JSON paths. Use the full absolute path.
The exact MOONY_DATA_DIR path is shown in Moony → Settings → AI Assistant section.

4. Restart Claude Desktop

After restarting, Claude will have access to your Moony financial data. Moony must be running and unlocked with MCP Server enabled each time you want to use the integration.

Available tools

Tool	Description
portfolio_get_metrics	Current net worth breakdown by asset class
portfolio_get_history	Historical net worth snapshots over time
investments_list	All stock holdings
investment_detail	Detail + transactions for a specific stock
stock_transactions	Stock buy/sell transaction history
stock_value_history	Historical value for a specific ticker
crypto_list	All cryptocurrency holdings
crypto_transactions	Crypto buy/sell transaction history
crypto_value_history	Historical value for a specific crypto
bank_accounts_list	All bank accounts with balances
bank_transactions	Bank transactions with filtering
bank_categories	Transaction categories
savings_list	Savings accounts with interest rates
bonds_list	Bond holdings
loans_list	Loans and mortgages
real_estate_list	Real estate properties
real_estate_detail	Detail for a specific property
insurance_list	Insurance policies
insurance_detail	Detail for a specific policy
other_assets_list	Other assets (metals, collectibles, etc.)
other_assets_transactions	Transactions for a specific other asset
cashflow_report	Income vs expenses cashflow report
budgeting_report	Budget vs actual spending by category
stocks_analysis	Stock portfolio analysis with gain/loss
tag_metrics	Portfolio metrics grouped by stock tag
exchange_rates_list	Current ECB exchange rates (base: CZK)

Environment variable

Variable	Required	Description
MOONY_DATA_DIR	Yes	Path to the Moony data directory (contains session.json when app is unlocked). The exact path is shown in Moony → Settings → AI Assistant.

Security

• The MCP server only reads from Moony's read-only local API — your data cannot be modified through it
• The bearer token in session.json is regenerated every time Moony starts
• Communication is strictly localhost — no network access required

License

MIT