MoneyMatter

io.github.letehahaPublished by GitHub account letehahav1.0.0Updated Oct 24, 2026

Personal finance tracker: accounts, transactions, budgets, investments and analytics over OAuth.

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

Remote MCP server for MoneyMatter, a personal finance tracker, letting an assistant query accounts, transactions, budgets, investments and reports over OAuth.

What you can do
  • Ask questions about accounts, transactions, budgets, subscriptions, bills and loans
  • Review investments, portfolios, venture deals and vehicles counted in net worth
  • Pull reports such as cash flow, money flow, net worth history and pivot tables
  • Work in one base currency with multi-currency totals and exchange rates
  • Connected apps are listed and revocable under Settings → AI
When to use it
Useful when you keep your finances in MoneyMatter and want an assistant to answer questions the app's UI cannot, such as which subscriptions got more expensive this year or where you could realistically cut spending.
Requirements
A MoneyMatter account (cloud trial or paid plan, or a self-hosted instance with its own endpoint). OAuth sign-in with access level chosen on a consent screen. Network access to the remote endpoint.
Before you install
The server exposes personal financial data to the connected assistant; the consent screen sets the access level, so grant the minimum needed. Cloud use is a paid service after a 40-day trial. Review and revoke connected apps under Settings → AI.

Installation

In SourceWeft

  1. Open MoneyMatter in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.github.letehaha%2Fmoneymatter/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "moneymatter": {
      "type": "http",
      "url": "https://mcp.moneymatter.app/mcp"
    }
  }
}

README

[MoneyMatter logo]

MoneyMatter

Open-source personal finance. Your finances, your server, your rules.

Accounts, budgets, investments, loans and net worth in one place.
Self-host it for free, or use the cloud.

Website · Docs · Self-host · Cloud · Roadmap · Community · Changelog

[License: AGPL v3] [CI] [Release] [Crowdin]

[The MoneyMatter dashboard: balance trend, cash flow, expenses structure, latest transactions and a categories watchlist, with accounts, portfolios, vehicles and loans grouped in the sidebar.]
More screenshots
[Net worth history chart stacked by cash, investments, vehicles and ventures]
Net worth history 		[Money flow diagram from income through expenses and savings to categories]
Money flow
[Investment portfolio with total value, total return and gains per holding]
Investments 		[Transactions list with categories, accounts and payee logos]
Transactions
[Bank provider picker listing LunchFlow, SimpleFIN, Monobank and Walutomat]
Bank connections 		[Import options: any text source, CSV, OFX, YNAB, Wallet and Microsoft Money]
Import sources

Every feature is explained, with screenshots, in the help center.

MoneyMatter shows you where your money is and where it goes. Add accounts by hand or sync them from your bank, and it turns your transactions into balances, a dashboard and reports in one base currency. It goes beyond cash: investments, loans, vehicles and private deals are part of your net worth too. Any AI agent can work with your data over MCP.

[!TIP] MoneyMatter Cloud is the same app, hosted: a 40-day free trial, no card required. Self-hosting is free and every feature is enabled.

Contents

  1. Features
  2. Get started
  3. Connect an AI agent
  4. Documentation
  5. Tech stack
  6. Contributing
  7. License

Features

  • Accounts in any currency, manual or synced from your bank through Monobank, SimpleFIN, LunchFlow and Walutomat
  • Transactions with categories, payees, tags, splits, attachments, transfers and refunds, and automation rules for new ones
  • Budgets, subscriptions and bills with reminders, and loans with a payoff projection
  • Investments: portfolios of stocks, ETFs and crypto with daily prices, plus venture deals and vehicles, all counted in your net worth
  • Reports: a customizable dashboard, cash flow, money flow, net worth history and a pivot table
  • Multi-currency with automatic exchange rates and one base currency for every total
  • Import from CSV, OFX/QFX, YNAB, Wallet and Microsoft Money, or any statement file parsed with AI. Export to JSON, CSV or XLSX, and back up and restore everything
  • AI: bring your own model (OpenAI, Anthropic, Google, Ollama or any OpenAI-compatible endpoint) for categorization and statement parsing, and a remote MCP server for Claude, ChatGPT or any agent
  • Sharing: share an account or tracker with someone, or give a household member access to all your accounts
  • Security: sign in with email, Google, GitHub or passkeys, credentials encrypted at rest, and your data exportable or deletable at any time
  • Everywhere: light and dark theme, a layout that works on your phone, and English, Ukrainian, Spanish, Indonesian and Russian

Get started

Try it. The Try demo button on moneymatter.app opens a ready-made account with sample data. No sign-up required, and it expires after four hours.

Self-host. The stack pulls published Docker images (amd64 and arm64) and exposes the whole app on one port, so you can put it behind whatever reverse proxy you already run, or use the optional Traefik + Let's Encrypt overlay.

bash
git clone https://github.com/letehaha/moneymatter.gitcd moneymatter/self-hostingcp .env.example .env   # then fill the REQUIRED sectiondocker compose up -d

Open http://<host>:8080. The self-hosting guide covers the full setup, reverse-proxy recipes, every environment variable and troubleshooting.

Cloud. Sign up for a 40-day free trial with no card. Paid plans start at $30 a year. See plans and billing for details. You can move between cloud and self-hosted in either direction with a backup export and restore.

Connect an AI agent

MoneyMatter exposes a remote MCP server. Add the endpoint to Claude, ChatGPT or any MCP client, pick the access level on the consent screen, and ask questions the UI can't answer: "Which of my subscriptions got more expensive this year?" or "Where can I realistically cut $500 a month?"

https://mcp.moneymatter.app/mcp

A self-hosted instance serves its own endpoint. See MCP_BASE_URL in the environment reference. Connected apps are listed and revocable under Settings → AI.

Documentation

Tech stack

Vue 3, Vite, TypeScript and Tailwind CSS on the frontend. Node.js, Express, Sequelize, PostgreSQL and Redis with BullMQ on the backend. better-auth for sign-in, the Vercel AI SDK for model access, and the official MCP SDK for the agent server. The docs site runs on Astro Starlight. Everything ships as Docker images.

Contributing

Bug reports, fixes and features are welcome. Open an issue first for anything non-trivial, then follow CONTRIBUTING.md for the workflow and the one-time CLA.

Translations live on Crowdin. Corrections and new languages are welcome there.

License

This project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0).

  • ✅ Free to use, study, modify, and self-host
  • ✅ Free to redistribute under the same license
  • ✅ Commercial use permitted (sell hosting, support, custom builds, etc.)
  • 🔄 Modifications must be released under AGPL-3.0
  • 🌐 If you run a modified version as a network service, you must publish your modifications

See LICENSE for full details. The project was previously licensed under CC BY-NC-SA 4.0; that license still applies to versions of the codebase prior to the AGPL-3.0 relicensing commit.

Source: README.md at commit cc5d890

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v1.0.0LatestOct 9, 2026

Score

85% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts