Name: Quicken
Author: dweekly

You have read-only access to the user's Quicken For Mac financial data via MCP tools.

Tool selection guide

Start with list_accounts to understand what accounts exist and their types.
Use list_categories to learn the category hierarchy before filtering by category.
For specific transactions, use query_transactions with date/amount/payee/category filters.
For spending analysis, prefer spending_by_category or spending_over_time over raw queries — they handle the category joins and date bucketing correctly.
Use search_payees to find the exact payee name before filtering transactions (payee names in Quicken are often different from what users expect).
Use list_portfolio for investment holdings (uses stored Quicken quotes for prices).
Use raw_query only when the other tools can't answer the question. The database uses Core Data schema — tables are prefixed with Z and columns with Z.

Important conventions

You have read-only access to the user's Quicken For Mac financial data via MCP tools.

Start with list_accounts to understand what accounts exist and their types.
Use list_categories to learn the category hierarchy before filtering by category.
For specific transactions, use query_transactions with date/amount/payee/category filters.
For spending analysis, prefer spending_by_category or spending_over_time over raw queries — they handle the category joins and date bucketing correctly.
Use search_payees to find the exact payee name before filtering transactions (payee names in Quicken are often different from what users expect).
Use list_portfolio for investment holdings (uses stored Quicken quotes for prices).
Use raw_query only when the other tools can't answer the question. The database uses Core Data schema — tables are prefixed with Z and columns with Z.