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io.github.dweekly/quicken-mac-mcp

NPM · QUICKEN-MAC-MCP · SCANNED AUG 3

Read-only access to Quicken For Mac financial data: transactions, spending, and portfolios.

Available components

+44 this week 68 Trust /100
Trust breakdown (6 categories)

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. How we score →

Supply Chain Security87
  • No malware found by supply-chain analysis.Pass
  • Only part of the dependency tree could be resolved (129 of 133), so this covers what we could see, not the whole tree.Partial
  • No install/post-install scripts declared.Pass
  • Only part of the dependency tree could be resolved (129 of 133), so this covers what we could see, not the whole tree. View diagnostics → Partial
Provenance & Transparency45
Schema Quality & AI Usability68
  • AI-judged instruction clarity (excellent).Pass
  • Context-footprint check failed: tool/resource definitions use about 1333 tokens (~166/item across 8 items; 8 tools + 0 resources), over budget; trim descriptions and params. See how to fix → Fail
  • Usage-examples check failed: none of the tools include examples. See how to fix → Fail
Stability & Change Management27
  • Stability observed for 8 of 30 days with no destabilising changes; credit accrues until the full window elapses.Partial
Tool Coverage100
  • 100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
  • 100% of tool parameters carry a description.Pass
Capabilities100
  • Implements a supported MCP spec version (2025-11-25); the latest is 2026-07-28.Pass
Install

Add this component to your MCP client. Where a client-specific snippet is available, pick your client below and copy it straight into your config; otherwise use the connection detail shown.

npm · quicken-mac-mcp

# add to Claude Code
claude mcp add dweekly-quicken-mac-mcp -- npx -y quicken-mac-mcp
# add to Codex CLI
codex mcp add dweekly-quicken-mac-mcp -- npx -y quicken-mac-mcp
// opencode.json
{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "dweekly-quicken-mac-mcp": {
      "type": "local",
      "command": [
        "npx",
        "-y",
        "quicken-mac-mcp"
      ],
      "enabled": true
    }
  }
}
# add to OpenClaw
openclaw mcp add dweekly-quicken-mac-mcp --command npx --arg -y --arg quicken-mac-mcp
# ~/.hermes/config.yaml
mcp_servers:
  dweekly-quicken-mac-mcp:
    command: "npx"
    args: ["-y", "quicken-mac-mcp"]
// mcp.json
{
  "mcpServers": {
    "dweekly-quicken-mac-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "quicken-mac-mcp"
      ]
    }
  }
}
Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

  • 3 Aug 26 +4
    • Stability: unverified → 0.27 functional
  • 2 Aug 26 +45
    • Provenance: unverified → fail security
    • Known CVEs: unverified → partial security
    • Install scripts: unverified → pass security
    • Malware scan: unverified → pass security
    • Stability: Stability not yet verified: not enough scan history yet (needs a 30-day window). security
    • Tool coverage: 100 → unverified functional
    • Security disclosure: fail → unverified functional
    • MCP protocol: unverified → pass functional
    • Maintenance: unverified → pass functional
    • Dependency health: unverified → partial functional
    • License: unverified → pass functional
    • Schema quality: unverified → excellent functional
    • Licence: MIT functional
  • 1 Aug 26 +14
    • Tool coverage: unverified → 100 functional
  • 31 Jul 26 −21
    • We updated how we score, so this day's move reflects our rubric, not a change to the server See what changed → functional
  • 30 Jul 26 −18
    • Malware scan: pass → unverified security
  • 28 Jul 26 +20
    • Security disclosure: unverified → fail functional
    • Tool coverage: unverified → 100 functional
    • First check of Schema quality: fail functional
    • First check of Tool coverage: 100 functional
    • First check of Schema quality: unverified functional
    • First check of Schema quality: fail functional
  • 27 Jul 26 24

    First indexed and scored.

Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 3 Aug 2026 · Analysed npm/[email protected]

Provenance none

Ecosystem: npm · Outcome: none

Dependencies 129 packages

129 packages in the resolved dependency tree · 129 deprecated · 49 stale.

The dependency tree was only partially resolved, so these counts may be incomplete.

MCP tools — 8 exposed · ~771 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability.

Tool Tokens
list_accounts ~65

List all Quicken accounts with name, type, and active/closed status. Optionally filter by account type (case-insensitive).

NameTypeReqDescription
account_typestringFilter by account type, e.g. "checking", "creditcard", "savings", "mortgage"

No output schema declared.

No examples provided.

list_categories ~52

List all Quicken category tags with their parent category hierarchy. Categories classify transactions (e.g., Food & Dining > Groceries).

NameTypeReqDescription
typestringFilter by category type: "expense" or "income"

No output schema declared.

No examples provided.

list_portfolio ~103

List current investment holdings across all brokerage/retirement accounts. Shows shares, cost basis, and optionally enriches with current prices (from stored Quicken quotes or live Yahoo Finance data) to compute market value and gain/loss.

NameTypeReqDescription
account_namesarrayFilter to specific account names
include_quotesbooleanFetch live prices from Yahoo Finance (default: false, uses stored Quicken quotes). Note: sends your ticker symbols to Yahoo's API.

No output schema declared.

No examples provided.

query_transactions ~203

Query Quicken transactions with flexible filters. Returns one row per split entry — a single transaction may appear multiple times if it has multiple category splits.

NameTypeReqDescription
account_namesarrayFilter by specific account names
account_typesarrayFilter by account types, e.g. ["checking", "creditcard"]
categorystringFilter by category or parent category name (LIKE match)
end_datestringEnd date (ISO 8601, e.g., 2024-12-31)
limitnumberMax rows to return (default 100, max 1000)
max_amountnumberMaximum transaction amount
min_amountnumberMinimum transaction amount
payee_searchstringSearch payee name (LIKE match, case-insensitive)
start_datestringStart date (ISO 8601, e.g., 2024-01-01)

No output schema declared.

No examples provided.

raw_query ~57

Execute an arbitrary read-only SQL query against the Quicken database. Only SELECT statements are allowed. Results limited to 500 rows. Use this for custom analysis not covered by other tools.

NameTypeReqDescription
sqlstringyesSQL SELECT query to execute

No output schema declared.

No examples provided.

search_payees ~69

Search payees by name (case-insensitive LIKE match). Returns payee name and total transaction count, sorted by frequency.

NameTypeReqDescription
limitnumberMax results to return (default 50, max 500)
querystringyesSearch term for payee name (LIKE match)

No output schema declared.

No examples provided.

spending_by_category ~119

Aggregate spending grouped by category or parent category for a date range. Returns category name, total amount, and transaction count, sorted by amount.

NameTypeReqDescription
account_typesarrayAccount types to include (default: ["checking", "creditcard"])
end_datestringyesEnd date (ISO 8601)
group_bystringGroup by "category" (subcategory level) or "parent_category" (top-level). Default: "parent_category"
start_datestringyesStart date (ISO 8601)

No output schema declared.

No examples provided.

spending_over_time ~103

Monthly spending totals over a date range, optionally broken down by parent category. Useful for trend analysis.

NameTypeReqDescription
account_typesarrayAccount types to include (default: ["checking", "creditcard"])
end_datestringyesEnd date (ISO 8601)
group_by_categorybooleanIf true, break down each month by parent category (default: false)
start_datestringyesStart date (ISO 8601)

No output schema declared.

No examples provided.