Copilot Money MCP Server

This is an independent, community-driven project and is not affiliated with, endorsed by, or associated with Copilot Money or its parent company in any way. This tool was created by an independent developer to enable AI-powered queries of locally cached data. "Copilot Money" is a trademark of its respective owner.

People connecting finance tools to Claude, Cursor, VS Code, or another MCP client. The project is written in TypeScript.

VERIFIED ACTIVE

LAST COMMIT 2026-08-24 · ★ 76 · #20 OF 283 MAINTAINED FINANCE · VERIFIED 2026-08-25

MIT · TypeScript servers · how we verify → /methodology

01 · Install Copilot Money

before you install - you'll need

Set COPILOT_CACHE_TTL_MINUTES, COPILOT_WRITE_RESOLVE_WINDOW_MONTHS, COPILOT_DISABLE_PERSISTENT_INDEX, DECODE_TIMEOUT_MS before connecting.

Claude Code

claude mcp add ignaciohermosillacornejo-copilot-money-m -- npx -y copilot-money-mcp

Claude Desktop / Cursor / VS Code - add to config

{
  "mcpServers": {
    "ignaciohermosillacornejo-copilot-money-m": {
      "command": "npx",
      "args": [
        "-y",
        "copilot-money-mcp"
      ]
    }
  }
}

Same JSON for Cursor. For VS Code, rename the top-level key from `mcpServers` to `servers`.

Using another client? Same JSON, different key

Claude Desktop · mcpServers

Cursor · mcpServers

VS Code · servers

Windsurf · mcpServers

Zed · context_servers

Cline · mcpServers

Roo Code · mcpServers

Continue · mcpServers

LibreChat · mcpServers

Gemini CLI · mcpServers

Codex CLI · mcp_servers

Full setup guides: every client.

02 · Evidence

Security posture

What to check before giving this server access to your agent - from the registry, GitHub, and our own probes. We don't score safety; we show what's verifiable.

runs as local process (stdio) - runs on your machine with your user's permissions

license MIT - declared in the repository

npm package copilot-money-mcp - unscoped; check the name against the project README before installing

registry namespace io.github.ignaciohermosillacornejo is GitHub-verified and matches the repo owner

03 · What Copilot Money can do

Prose above is summarized from the project's README and registry record - no invented capabilities.

Latest releases

v2.3.0 · 2026-07-18

Release v2.3.0

v2.2.2 · 2026-06-15

Fixed · get_networth_live time_frame enum now matches the canonical TimeFrame the Networth endpoint actually accepts (ONE_DAY / ONE_WEEK / ONE_MONTH / THREE_MONTHS / YTD / ONE_YEAR / ALL). The previously-advertised…

v2.2.1 · 2026-06-14

Write-path capability additions plus a repo-wide "boundary hardening" program: every assumption this server makes about Copilot's GraphQL API is now inventoried and re-verified by an oracle (live conformance smokes…

04 · Who maintains Copilot Money

Copilot Money is maintained by ignaciohermosillacornejo. It's the only MCP server we track from this author; the repo dates to Jan 2026.

05 · Facts

repository: github.com/ignaciohermosillacornejo/copilot-money-mcp
website: https://github.com/ignaciohermosillacornejo/copilot-money-mcp#readme
category: finance - ranked #20 of 283 actively-maintained finance servers as of 2026-08-25.
release cadence: 3 releases in the last 90 days (latest 2026-07-18)
registry: io.github.ignaciohermosillacornejo/copilot-money-mcp (active, first published 2026-05-13 · 4 versions)
packages: npm:copilot-money-mcp

06 · Copilot Money FAQ

What is Copilot Money?

Is Copilot Money still maintained?

Yes - as of 2026-08-25, its last commit was 2026-08-24 and it shipped 3 releases in the last 90 days. We re-verify nightly.

How do I install Copilot Money?

Run `npx -y copilot-money-mcp`. The README documents 4 environment variables (COPILOT_CACHE_TTL_MINUTES, COPILOT_WRITE_RESOLVE_WINDOW_MONTHS, COPILOT_DISABLE_PERSISTENT_INDEX…) to set first. Set COPILOT_CACHE_TTL_MINUTES, COPILOT_WRITE_RESOLVE_WINDOW_MONTHS, COPILOT_DISABLE_PERSISTENT_INDEX, DECODE_TIMEOUT_MS before connecting. You can also paste the ready-made client config above.

Does Copilot Money run locally?

Yes - it's a stdio server: it runs on your machine (via npx) with your user's permissions. Your data stays local unless the server itself calls external APIs.

07 · Alternatives to Copilot Money

Alternatives to Copilot Money

Maintained finance servers if Copilot Money isn't the fit.

Pairs well with

Servers that cover what Copilot Money doesn't - only shown when the pairing reason fits the companion.

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