Claude Desktop finance with local Warm MCP
Use Claude Desktop to explore your spending and account data with natural-language questions through a read-only local MCP server.
Local package over stdio · Read-only tools · No hosted remote MCP endpoint
command
npx -y @warmio/mcp --server
env
WARM_API_KEY
access
Read accounts, transactions, and snapshots.
New to Warm MCP?
Start with the agent workflow narrative — it shows what your AI tools can actually do with Warm context.
MCP setup
Install with Claude Desktop.
Run the installer first, or paste the manual config into Claude Desktop if you manage MCP servers yourself.
Run the installer first:
npx @warmio/mcpManual config
Use this only if you prefer editing Claude Desktop config yourself.
{
"mcpServers": {
"warm": {
"command": "npx",
"args": ["-y", "@warmio/mcp", "--server"],
"env": {
"WARM_API_KEY": "your-api-key"
}
}
}
}Create your key in Settings → API Keys.
Claude gets read-only context.
Read-only access
Scoped API key
Revoke anytime
FAQ
Can I use Warm MCP with Claude Desktop?
Yes. Claude Desktop is supported. Add the Warm MCP server to your Claude configuration and use your Warm API key.
What can I ask in Claude Desktop?
You can ask about account balances, spending patterns, subscriptions, and net worth history from your connected financial data.
Is Claude Desktop access read-only?
Yes. Warm MCP is read-only. Claude Desktop cannot edit transactions, move money, or change settings.
Available on paid Warm plans.