moneymoney

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

Path	Command	Use when
Claude Code plugin	/plugin marketplace add lukasmalkmus/moneymoney /plugin install moneymoney@moneymoney	You use Claude Code and want a one-line setup. The plugin shim auto-downloads the right platform binary on first use.
Codex plugin	codex plugin marketplace add lukasmalkmus/moneymoney codex plugin add moneymoney@moneymoney	You use Codex and want the skill plus MCP server bundled.
Homebrew	brew install lukasmalkmus/tap/mm	You want mm on your PATH outside Claude Code too.
Cargo	cargo install moneymoney --locked	You have a Rust toolchain and prefer cargo.
From source	git clone https://github.com/lukasmalkmus/moneymoney && cargo install --path moneymoney	You're hacking on mm.

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.