Pockity
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MCP Server

Pockity for macOS ships with its own built-in Model Context Protocol (MCP) server, letting you query and manage your financial data from any MCP-compatible AI application — Claude, Codex, Claude Desktop, and more. There's nothing to download or build, and — because it works with your data directly instead of driving the app through AppleScript — it never triggers the Automation permission prompt. Looking for AppleScript automation instead? See the Scripting & Automation guide.

It can list and search your data, and it can create, edit, or delete entries, accounts, categories, tags, and recurring templates. Writes update account balances the same way the app's own UI does.

If Pockity is already open when a change is made through MCP, it's applied directly to the running app — so it's undoable with Cmd+Z, just like any other edit. If Pockity isn't open at the time, the change is still applied to your data and syncs normally, but isn't undoable, since there's no open window it went through.

Configure your AI Client

The built-in server speaks standard MCP over stdio, the same way Apple's own Xcode (xcrun mcpbridge) and Safari Technology Preview MCP integrations work — pass Pockity's own executable the --mcp-server flag and it skips launching its window entirely, serving your data over stdio instead.

Claude Code

claude mcp add pockity --scope user -- /Applications/Pockity.app/Contents/MacOS/Pockity --mcp-server

--scope user makes it available across every project on your Mac. Run claude mcp list afterward to confirm it shows as connected.

Codex CLI

codex mcp add pockity -- /Applications/Pockity.app/Contents/MacOS/Pockity --mcp-server

This adds a [mcp_servers.pockity] entry to ~/.codex/config.toml. Run /mcp inside a Codex session to confirm it's connected.

Other MCP clients (Claude Desktop, etc.)

Add it directly to the client's mcp.json (or equivalent) configuration file:

{
  "mcpServers": {
    "pockity": {
      "command": "/Applications/Pockity.app/Contents/MacOS/Pockity",
      "args": ["--mcp-server"]
    }
  }
}

Either way — no cloning, no npm install, no permission dialogs.

Available Tools

Tool Description
list_ledgers List every ledger with its currency, archive state, and account/category counts.
list_accounts List accounts and their current balances. Optionally scoped to one ledger.
create_account Create a new account (bank, cash, or card) in a ledger.
edit_account Edit an existing account's details, including its balance directly — the same way it's editable in the app's account editor.
list_categories List categories with their budget amount and period. Optionally scoped to one ledger.
create_category Create a new spending category in a ledger.
edit_category Edit an existing category's details. The built-in "Reimbursements" category can't be edited this way.
list_tags List tags, optionally restricted to tags used within one ledger.
create_tag Create a new tag. Tags aren't scoped to a single ledger and can be attached to any entry.
edit_tag Edit an existing tag's name or color.
search_entries Search transactions by ledger, account, category, entry type (expense, transfer, or reimbursement), date range, or free-text query.
create_entry Create a new expense, transfer, or reimbursement entry. Account balances update immediately, the same way the app's own UI does it.
edit_entry Edit an existing entry's amount, account, category, date, or notes. Account balances adjust to match, the same way the app's own UI does it.
delete_entry Delete an entry, reversing its effect on whichever account balance(s) it had affected.
list_recurring List recurring entry templates (subscriptions, scheduled bills, etc.), sorted by next occurrence. Optionally scoped to one ledger.
create_recurring Create a recurring entry template, like a subscription or scheduled bill, using a repeat schedule (e.g. monthly, every Monday, yearly).
edit_recurring Edit an existing recurring entry template's details or repeat schedule.

Example Prompts

  • "What's my current balance across every account in my Primary ledger?"
  • "List every transfer I made last month."
  • "How many reimbursements are outstanding right now?"
  • "Search for any expense entries mentioning 'Amazon' in July."
  • "Log a $12 lunch expense to my Primary ledger's Debit Card account."
  • "Create a recurring $15 monthly subscription entry for Netflix."

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