Expense Tracker MCP Server

Expense Tracker MCP Server

Tracks personal expenses and budgets via MCP, storing entries in SQLite and supporting category-based queries.

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README

Expense Tracker MCP Server

This project is a lightweight FastMCP server for managing personal expenses and budgets over HTTP. It provides a simple way to store expenses in a local SQLite database, organize them by category, and query spending information through MCP-compatible tools.

What it does

  • Tracks expense entries with amounts, dates, and descriptions
  • Supports category-based organization using a JSON category list
  • Exposes expense-related operations through an MCP server endpoint
  • Can be run locally for development or deployed remotely for HTTP access

Users can view their data through MCP clients such as Claude Desktop:

  • Ask "show all expenses" to call list_expenses.
  • Ask "show my budgets" to call list_budgets.
  • Ask for a date range, such as "show expenses from 2026-08-01 to 2026-08-31", to filter the expense list.

Run locally

uv run main.py

The local MCP endpoint is:

http://localhost:8000/mcp

Remote deployment

This project is already configured for a remote HTTP MCP server:

mcp.run(transport="http", host="0.0.0.0", port=port)

The server reads these environment variables:

Variable Default Purpose
HOST 0.0.0.0 Network interface to bind
PORT 8000 HTTP port, usually set by the hosting provider
EXPENSE_DB_PATH ./expenses.db SQLite database path
EXPENSE_CATEGORIES_PATH ./categories.json Categories JSON path

For FastMCP Cloud, set EXPENSE_DB_PATH to a writable persistent path if your deployment provides one. If you do not set it and the app directory is read-only, the server falls back to a temp directory so writes can succeed, but that data may disappear after the cloud server restarts.

Typical remote start command:

uv run main.py

After deployment, connect your MCP client to:

https://your-domain.example/mcp

Important remote notes

  • Use HTTPS for public access.
  • Make sure the hosting provider exposes the assigned PORT.
  • If you keep SQLite, configure persistent storage and set EXPENSE_DB_PATH to that mounted path. Otherwise the database may reset after redeploys.
  • Use the database_status tool from Claude to see the active database path and whether SQLite can be initialized.
  • For a public server, add authentication or place it behind a protected gateway before storing real financial data.

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