ecosystem-mcp-server

ecosystem-mcp-server

Provides unified control over personal automation ecosystem, enabling Claude to act as an operator orchestrating downloads, Notion sync, tax document OCR, financial data, and system health monitoring.

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README

Ecosystem MCP Server

MCP server that provides unified control over the personal automation ecosystem. Lets Claude act as an operator, not just a reader.

What This Does

This MCP server wraps and orchestrates all personal automation tools:

  • Downloads Organizer - Trigger PDF and media organization
  • Treehouse Context Sync - Sync Notion context to repos
  • Notion Rules - Run tax document OCR pipeline
  • Monarch Money - Financial data (wraps existing MCP)
  • System Health - Monitor all automation systems

Available Tools

Tool Description
get_ecosystem_status() Health of all systems at a glance
organize_downloads(type) Trigger file organization (pdf, media, all)
sync_notion_context() Run treehouse-context-sync
extract_tax_documents() Run notion-rules OCR pipeline
get_financial_summary() Pull from Monarch Money
search_documents(query) Search across Notion databases
get_automation_history() Recent operations and results
run_reconciliation() Verify all systems in sync
sync_monarch_to_notion(days, dry_run) Sync Monarch transactions to Notion

External Integrations

Integration Purpose Status
OpenBB Financial market data (stocks, crypto, forex) Installed

Installation

# Clone the repository
cd ~/Documents
git clone https://github.com/pqsoccerboy17/ecosystem-mcp-server.git
cd ecosystem-mcp-server

# Install with pip
pip install -e .

Claude Desktop Configuration

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "ecosystem": {
      "command": "python",
      "args": ["-m", "ecosystem_mcp_server.server"],
      "cwd": "/Users/mdmac/Documents/ecosystem-mcp-server/src"
    }
  }
}

Architecture

ecosystem-mcp-server
├── Wraps: downloads-organizer (PDFs + media)
├── Wraps: treehouse-context-sync
├── Wraps: notion-rules (tax OCR)
├── Wraps: monarch-mcp-server (financial)
├── Wraps: monarch_sync (Monarch → Notion transactions)
└── Logs: SQLite history database

All operations are logged to ~/Library/Application Support/ecosystem-mcp-server/history.db for tracking and debugging.

Monarch → Notion Sync

The sync_monarch_to_notion tool syncs transactions from Monarch Money to the Treehouse Transactions Notion database:

  • Pulls transactions for configurable date range (default: 7 days)
  • Maps Monarch categories to Notion schema
  • Deduplicates based on Monarch transaction ID
  • Uses account tags (TH/PERS) for entity classification
  • Supports dry-run mode for testing

Example Usage

In Claude:

"What's the status of my automation systems?"
→ Calls get_ecosystem_status()

"Organize my downloads"
→ Calls organize_downloads("all")

"Sync my Notion context"
→ Calls sync_notion_context()

Development

# Run tests
pytest

# Format code
black src/

# Lint
ruff check src/

License

MIT

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