# MoneyWiz MCP Server

> Use this tool when you need to integrate financial data into AI-powered applications, enabling secure and read-only access to financial information for natural language queries and analytics. The MoneyWiz MCP Server solves problems related to data accessibility and security, providing a reliable interface for AI assistants to retrieve financial data. It accepts natural language queries as input and outputs relevant financial data and analytics.

Canonical page: https://skillsregistry.net/skills/jcvalerio-moneywiz-mcp-server  
JSON: https://api.skillsregistry.net/v1/skills/jcvalerio-moneywiz-mcp-server

## Description

A Model Context Protocol server that provides AI assistants like Claude with secure, read-only access to MoneyWiz financial data for natural language queries and financial analytics.

## Trust

- **Trust score (0–1):** 0.60
- **Verification tier:** unverified

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** data-analytics
- **Updated:** 2026-06-22

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/zp3bsaiih7)
- **Repository:** <https://github.com/jcvalerio/moneywiz-mcp-server>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "jcvalerio-moneywiz-mcp-server"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/jcvalerio-moneywiz-mcp-server` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/jcvalerio-moneywiz-mcp-server/pull`

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