Copilot Money MCP

Give Claude full access to your Copilot Money data — 50+ tools across accounts, transactions, budgets, recurrings, investments, plus a vectorized personal ledger.

Add to Claude

In Claude, go to Settings → Connectors → Custom Connectors → Add
Paste this URL:

https://copilot.jesh.dev/mcp

Claude will open a sign-in page — log in with your Copilot Money credentials
Done. You now have ~55 tools available in any conversation.

What you can ask Claude

"Show me all unreviewed transactions this week and triage them"
"What's my net worth trajectory over the last year?"
"This Amazon charge — remember that 111-* orders are personal, 113-* are business"
"Set up a sinking fund for our August trip at $400/mo"
"What did Claude do to my finances today?"
"Undo that last category change"

Unofficial · Source: github.com/jesh-io/copilot-mcp