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If you used the Quick Install, you are already set up and can skip this page. Otherwise, pick where the server should live, then add the configuration below.

Option A, Project-level

Use this when only one project should see OpenFinance.
1

Navigate to your project

cd into your project folder.
2

Create config file

Create .mcp.json in the project root.

Option B, Global

Use this to make OpenFinance available in every project.
1

Edit global config

Edit ~/.claude.json (create it if it does not exist).

Configuration

Whichever option you chose, paste this block into the file with your key. Please make an account at openfinance.tech to get your keys.
If ~/.claude.json already has a mcpServers object, add the "openfinance-tech": { ... } entry inside it rather than replacing the whole file.
Restart Claude Code, and the OpenFinance tools are ready to use.