What it does
Copilot Money gives Patina access to your personal bank accounts, investment balances, budgets, spending categories, and financial goals. Combined with Mercury for business banking, it provides a complete financial picture in work/financials.md.
Used by
Setup
Install the MCP server
Configure
The MCP server connects to your Copilot Money account. You'll need your Copilot Money credentials — the setup will walk you through authentication.
Test it
Run /sync-finance in Claude Code. Your financial summary should include personal account balances, budgets, and spending breakdowns.
How it works
The Copilot Money MCP server runs locally and provides access to accounts, transactions, budgets, categories, recurring transactions, and financial goals. All data stays on your machine — nothing is sent to external services beyond what Copilot Money already syncs.