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Claude Desktop Finance MCP

Use Claude Desktop to explore your spending and account data with natural-language questions.

Get Pro for $24.99/mo View Documentation

Install

Run the installer first:


npx @warmio/mcp

Or add Claude Desktop config directly:

claude_desktop_config.json

{
  "mcpServers": {
    "warm": {
      "command": "npx",
      "args": ["-y", "@warmio/mcp", "--server"],
      "env": {
        "WARM_API_KEY": "your-api-key"
      }
    }
  }
}

Create your key in Settings → API Keys.

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.

Pro-only feature. Not included with Plus.