moneymoney

Agent-native CLI (mm) and MCP server for
MoneyMoney.

Query accounts, transactions, categories, portfolios, and bank
statements through a single Rust binary that works as:

• A standalone command-line tool (mm accounts list, mm transactions --account …, …)
• An MCP server over stdio (mm mcp) for Claude Desktop and other MCP hosts
• Claude Code and Codex plugins that vendor both

Install

Any locally-installed mm (via Cargo / Homebrew / elsewhere) takes
precedence over the plugin-managed download — the plugin shim strips
its own directory from PATH before looking for mm.

Migration from v0.2 → v0.3

Nothing to do. If you installed v0.2 via cargo install, the v0.3
plugin shim still prefers that binary; the auto-download only kicks in
when command -v mm returns nothing. Bump at your own pace with
cargo install moneymoney --locked --force.

30-Second Tour

mm status                                 # is MoneyMoney running + unlocked?
mm accounts list                          # leaf accounts
mm accounts list --tree                   # full sidebar hierarchy
mm accounts get "ING/Girokonto"           # one account, full details
mm transactions --account "ING/Girokonto" --from 2026-01-01
mm portfolio --account "Trade Republic/Wertpapierdepot"
mm statements list --since 2026-01-01

Output defaults to table in a TTY and JSON when piped. Override
with -o json|ndjson|table. Filter fields with -F bank,name,iban,balance.
For SEPA accounts, iban is the normalized (no-whitespace, mod-97-verified)
IBAN; for PayPal or legacy accounts the field is absent.

Writing

mm transfer create --from "ING/Girokonto" --to DE89... --amount 12.34 \
    --purpose "Rent" --into-outbox
mm transfer direct-debit --from "ING/Girokonto" --to DE89... \
    --amount 500 --mandate MANDATE-42
mm transfer batch path/to/sepa.xml --direct-debit
mm transaction add --account "Cash" --date 2026-04-20 \
    --name "Coffee" --amount -3.50 --category "Food\\Coffee"
mm transaction set 12345 --category "Food\\Groceries"

Transfers never move money silently: MoneyMoney opens a pre-filled
payment window (or parks the payment in the outbox with --into-outbox)
and you confirm + enter TAN in the GUI. Write subcommands are
deliberately omitted from the skill's allowed-tools so Claude Code
prompts for permission each time.

Account References

<REF> is any of (priority order, first match wins):

1. UUID — always unique
2. IBAN — mod-97 validated via the iban_validate crate
3. Account number — PayPal emails, legacy digits
4. Alias — see config
5. Bank/Name path — e.g., "ING/Girokonto"
6. Bare name — only when unambiguous across banks

Ambiguous bare names (e.g., two "Girokonto" accounts) return an
ambiguous_account error listing both candidates as Bank/Name paths.

Config (Optional)

~/.config/mm/config.toml:

[aliases]
checking = "ING/Girokonto"
depot    = "Trade Republic/Wertpapierdepot"
pp       = "PayPal"

mm itself holds no credentials. MoneyMoney owns every bank
secret in its encrypted store; mm just shells out to its AppleScript
surface.

MCP

mm mcp                                    # starts the stdio MCP server

Register with Claude Desktop (~/Library/Application Support/Claude/claude_desktop_config.json):

{
  "mcpServers": {
    "moneymoney": {
      "command": "/path/to/mm",
      "args": ["mcp"]
    }
  }
}

Read tools (readOnlyHint: true): status, list_accounts,
get_account, list_transactions, list_categories,
get_portfolio, list_statements, get_statement.

Write tools: create_transfer, create_direct_debit,
create_batch_transfer, add_transaction (not destructive — GUI + TAN
still intercept), and set_transaction (marked
destructiveHint: true — it silently overwrites checkmark / category /
comment).

Platform Support

macOS only at runtime. AppleScript is the sanctioned MoneyMoney
interface and has no equivalent elsewhere. Builds are cross-platform
(Linux compiles cleanly) but runtime commands return not_supported
off macOS.

Logging

All diagnostic output goes to stderr. stdout is reserved for
structured results (CLI) or JSON-RPC frames (MCP). Control verbosity
through MM_LOG (any tracing_subscriber::EnvFilter syntax):

MM_LOG=mm=debug mm accounts list

Build & Test

cargo build
cargo test
cargo clippy --all-targets -- -D warnings
cargo fmt --check

MSRV: 1.94 (edition 2024).

License

MIT