Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@rocketmoney-mcp show my current net worth and latest transactions"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
A self-hosted Model Context Protocol server for Rocket Money. It lets an MCP client (Claude Desktop, claude.ai, etc.) browse your accounts, transactions, spending, budgets, net worth, and subscriptions so you can talk to an assistant about your finances.
Every tool is read-only except the amazon_sync_* writers listed below, which set
a transaction's note and category. Start the server with ROCKETMONEY_READ_ONLY=1
and those tools are never registered and the background sync never starts.
Your Rocket Money session cookie is a live login to your finances. This server
holds it on disk and sends it only to Rocket Money's API, so run the server
yourself, on a machine you control, and put its /auth and /mcp endpoints
behind authentication. There is no hosted instance: nothing in this repo points
at a server the author operates, and the Chrome extension refuses to send the
cookie anywhere until you enter your own server's URL.
Related MCP server: Monarch Money MCP Server
Tool | What it returns |
| Whether the Rocket Money session is authenticated |
| Every linked institution + account with current balance |
| One account's detail: balances, credit limit, liability/APRs, balance history |
| Net worth split into cash / savings / investments / debts, with trend |
| This month vs last month spend + earnings, by-category breakdown |
| Earnings and per-category spend across the last four months |
| Active recurring charges with next-bill estimates |
| Upcoming charges in the next N days |
| Transactions by merchant text and/or date |
| This month's transactions within one category |
| Dry run of the Amazon enrichment: what would be written |
| Scheduler state and whether the server is in read-only mode |
Write tools (absent under ROCKETMONEY_READ_ONLY=1):
Tool | What it changes |
| Sets note + category on recent Amazon transactions from order emails |
| Same, over every Amazon transaction since a date |
| Turns the background sync on or off |
All amounts are returned in USD.
Rocket Money has no third-party OAuth, so this server reuses your own web session.
You grab the tb.auth0.sid cookie from a logged-in app.rocketmoney.com browser tab
and paste it into the server's /auth page (or let the Chrome extension
push it to your server automatically). The server keeps a rotating cookie jar
(Rocket Money re-issues the cookie on every response, ~3h48m rolling TTL) persisted to
disk, and runs a keepalive loop. There is no offline refresh token, so when the session
eventually expires you re-paste a fresh cookie.
The cookie lives only on the machine running this server and is sent only to Rocket Money's own API.
Path | Purpose |
| MCP streamable-HTTP transport (stateless) |
| Paste-a-cookie session page |
| Session intake |
| Session intake for the Chrome extension |
| Health check |
npm install
npm run build
ROCKETMONEY_STATE_DIR=./.state PORT=8080 node dist/index.js
# open http://localhost:8080/auth and paste your cookieVar | Default | Purpose |
|
| HTTP port |
|
| Where the rotating session is persisted |
| unset |
|
|
| Keepalive interval (2h) |
| captured default |
|
Designed to run behind an authenticating gateway (e.g. a Cloudflare Access / OAuth
front door) so the /mcp and /auth endpoints are never exposed unauthenticated —
the server itself holds a live financial session and must not be publicly reachable.
If a tool returns PersistedQueryNotFound, Rocket Money rotated a GraphQL query
hash; re-capture it from a fresh HAR and update PERSISTED in src/rm/client.ts.
Not affiliated with or endorsed by Rocket Money / Rocket Companies.
MIT
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
No tool schema history has been recorded yet.
This server cannot be installed
Unclaimed servers have limited discoverability.
If you are the server author, to access and configure the admin panel.
Query your real net worth, spending, transactions, budgets and portfolio from any MCP client.
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