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Zenmoney MCP

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Anton Fedosin edited this page Sep 22, 2026 · 2 revisions

Zenmoney MCP

Connect your financial data to AI for insights, forecasts, and smarter ways to spend and save.

Zenmoney gives your AI assistant access to financial data from the accounts you track in Zenmoney. Ask about your transactions, explore spending patterns, find recurring charges, estimate future cash flow, and discover ways to spend or save more efficiently.

The connector provides read-only access to data stored in Zenmoney. Your assistant can analyze this data, but it cannot move money or change your Zenmoney records.

Connect to Claude

To use the connector, you need a Zenmoney account with an active subscription. Connect your banks or add transactions in Zenmoney first.

  1. Open Customize → Connectors and search for Zenmoney in the connector directory.
  2. Select Zenmoney and click Connect.
  3. Sign in to Zenmoney and approve access.
  4. Enable Zenmoney in your chat under + → Connectors.

Try: “Show my current Zenmoney account balances.”

Example requests

  • “Where did my money go last month?”
  • “Find my subscriptions and flag any price increases.”
  • “Compare my spending by category over the last six months.”
  • “Find possible duplicate transactions.”
  • “What payments do I have planned for the next two weeks?”
  • “Estimate how much I’ll have left at the end of the month.”
  • “Where could I realistically save more?”

Data and access

The assistant can read accounts, balances, transactions, categories, merchants, budgets, and planned payments.

Your financial data is sent to your chosen AI provider for processing under that provider’s terms and privacy settings. Access uses OAuth, so never paste passwords or access tokens into chat.

Both MCP tools provide read-only access:

  • get_reference_data — current accounts, balances, and reference data.
  • get_period_data — transactions and planning data for a selected date range.

Disconnect

In Claude, open Zenmoney under Connectors and disconnect or remove it. This stops future access but does not delete data already shared in your chats.

To revoke all existing Zenmoney authorizations, change your Zenmoney password.

Help and privacy

  • Connection error? Try to reconnect.
  • Missing transactions? Check bank sync in Zenmoney.
  • Large request failing? Try requesting a shorter period.

Contact support with the error details and the name of your AI client. Do not send passwords, access tokens, or unredacted screenshots containing financial data.

Privacy Policy

Last updated: September 22, 2026.

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