eMoney MCP Server

Community

Local Python MCP server for eMoney Advisor financial planning data, exposing household and plan context to AI assistants.

financial planningeMoneyhouseholds

Status

Community

Auth

API key

Hosting

Local

Community rating

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How to connect eMoney MCP Server

Step 1

Local server — run it on your machine

eMoney MCP Server runs locally over stdio. You need Node.js (for npx) or Python (for uvx) installed, then add the command below to your client's MCP config file.

Command

uvx emoney-mcp

Client config snippet

{
  "mcpServers": {
    "emoney-mcp": {
      "command": "uvx",
      "args": [
        "emoney-mcp"
      ]
    }
  }
}

Step 2

Authenticate with API key

Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Read the full connection guide →