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Mmex

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MCP server for interacting with Money Manager EX databases. Enables querying and managing financial data like accounts, transactions, payees, categories, curren

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MCP server for interacting with Money Manager EX databases. Enables querying and managing financial data like accounts, transactions, payees, categories, currencies, and more through natural language.

README

MCP (Model Context Protocol) Server for interacting with Money Manager EX databases.


🌐 Documentación en Español (Spanish)

Toda la documentación detallada y guías en español están disponibles en: 👉 README_es.md


Requirements

  • Python 3.10+
  • A Money Manager EX database file (.mmb)

Installation

You can install the server directly from PyPI:

pip install mmex-mcp

Or using uv (recommended):

uv tool install mmex-mcp

Configuration

Set the MMEX_DB_PATH environment variable to point to your database:

export MMEX_DB_PATH=/path/to/your/database.mmb

For encrypted databases, also set MMEX_DB_KEY:

export MMEX_DB_KEY=your_password

Using with MCP Clients

OpenCode

{
    "mcp": {
        "mmex-mcp": {
            "enabled": true,
            "type": "local",
            "command": [
                "mmex-mcp"
            ],
            "environment": {
                "MMEX_DB_PATH": "/path/to/your/database.mmb"// Optional
            }
        }
    }
}

Claude Desktop

Since mmex-mcp is installed as a system package or via uv tool, you can configure Claude Desktop to use it directly.

Add to your Claude Desktop config (~/Library/Application Support/Claude/claude_desktop_config.json on macOS):

{
  "mcpServers": {
    "mmex-mcp": {
      "command": "mmex-mcp",
      "env": {
        "MMEX_DB_PATH": "/path/to/your/database.mmb"//Optional
      }
    }
  }
}

Other MCP Clients

For clients that support stdio MCP servers:

MMEX_DB_PATH=/path/to/file.mmb mmex-mcp

Testing

Using MCP Inspector (Recommended)

The MCP Inspector provides a web UI to test all tools interactively:

MMEX_DB_PATH=/path/to/file.mmb npx @modelcontextprotocol/inspector mmex-mcp

This will:

  1. Start the MCP server
  2. Launch the MCP Inspector web UI
  3. Open your browser at the provided localhost URL.

Available Tools

Category Tools
Support mmex_support_get_db_version
Currencies mmex_currencies_list, mmex_currencies_get, mmex_currencies_by_symbol, mmex_currencies_create, mmex_currencies_update, mmex_currencies_delete
Tags mmex_tags_list, mmex_tags_get, mmex_tags_create, mmex_tags_update, mmex_tags_delete, mmex_tags_for_reference, mmex_tags_link, mmex_tags_unlink
Categories mmex_categories_list, mmex_categories_get, mmex_categories_subcategories, mmex_categories_create, mmex_categories_update, mmex_categories_delete
Payees mmex_payees_list, mmex_payees_get, mmex_payees_create, mmex_payees_update, mmex_payees_delete
Accounts mmex_accounts_list, mmex_accounts_get, mmex_accounts_balance, mmex_accounts_create, mmex_accounts_update, mmex_accounts_update_partial, mmex_accounts_delete
Assets mmex_assets_list, mmex_assets_get, mmex_assets_create, mmex_assets_update, mmex_assets_delete
Stocks mmex_stocks_list, mmex_stocks_get, mmex_stocks_create, mmex_stocks_update, mmex_stocks_delete
Transactions mmex_transactions_list, mmex_transactions_get, mmex_transactions_create, mmex_transactions_update, mmex_transactions_delete, mmex_transactions_splits, mmex_transactions_add_split, mmex_transactions_update_split, mmex_transactions_delete_split, mmex_transactions_tags, mmex_transactions_link_tag, mmex_transactions_unlink_tag
Scheduled mmex_scheduled_list, mmex_scheduled_get, mmex_scheduled_create, mmex_scheduled_update, mmex_scheduled_delete

Total: 60 tools

Documentation

See docs/ for detailed documentation:

Development

If you want to contribute or build from source:

git clone https://github.com/PatricioRios/mmex_mcp
cd mmex_mcp
uv sync
MMEX_DB_PATH=/path/to/file.mmb uv run mcp dev src/mmex_mcp/server.py

from github.com/PatricioRios/mmex_mcp

Install Mmex in Claude Desktop, Claude Code & Cursor

Recommended · one command, every IDE
unyly install mmex-mcp

Installs into Claude Desktop, Claude Code, Cursor & VS Code — handles npx, uvx and build-from-source repos for you.

First time? Get the CLI: curl -fsSL https://unyly.org/install | sh

Or configure manually

Run in your terminal:

claude mcp add mmex-mcp -- uvx mmex-mcp

FAQ

Is Mmex MCP free?

Yes, Mmex MCP is free — one-click install via Unyly at no cost.

Does Mmex need an API key?

No, Mmex runs without API keys or environment variables.

Is Mmex hosted or self-hosted?

Self-hosted: the server runs locally on your machine via the install command above.

How do I install Mmex in Claude Desktop, Claude Code or Cursor?

Open Mmex on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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