Go Money

What it does

Go Money is a professional-grade personal finance manager that connects your AI agent directly to your financial ledger. It allows AI to perform complex financial queries, manage transaction tags, and automate bookkeeping using a double-entry system.

Tools

• query: Execute read-only SQL queries over the full financial ledger for deep analysis.
• list_tags/create_tag/update_tag/delete_tag: Manage transaction tags for better organization.
• list_categories/create_category/update_category/delete_category: Organize spending into hierarchical categories.
• list_rules/create_rule/update_rule/delete_rule/test_rule: Manage Lua-based transaction rules for auto-categorization.
• list_currencies/upsert_currency: Manage multi-currency support and exchange rates.
• list_transactions/create_transaction: View and record financial transactions.

Installation

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "go-money": {
      "command": "go-money-mcp-client",
      "args": ["-server", "https://your-go-money-host/mcp/"],
      "env": { "GOMONEY_TOKEN": "your-service-token" }
    }
  }
}

Supported hosts

• Claude Desktop
• Claude Code
• Cursor
• Windsurf
• Zed