expense-tracker-mcp-server

expense-tracker-mcp-server

A cloud-deployed MCP server for managing personal expenses and providing financial analytics. It enables AI assistants like Claude Desktop to add, update, delete, and retrieve expenses, with features like budgeting assistance and category-wise summaries.

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README

Expense Tracker MCP Server

This project is a cloud-deployed Model Context Protocol (MCP) server for managing personal expenses and providing financial analytics. It exposes standardized MCP Tools, Resources, and Prompts, enabling AI assistants like Claude Desktop to interact with the expense tracker.

Features

  • Add, update, delete, and retrieve expenses
  • Financial analytics (summary, category-wise, monthly, daily average)
  • Budgeting assistant through MCP Prompts
  • MCP Resources for application metadata
  • Tested with Claude Desktop and MCP Inspector
  • Deployed on FastMCP Cloud

Tech Stack

  • Language: Python
  • Protocol: Model Context Protocol (MCP)
  • Framework: FastMCP
  • Data Validation: Pydantic
  • Database: SQLite
  • AI Client: Claude Desktop
  • Testing: MCP Inspector
  • Deployment: FastMCP Cloud

Live Deployment

Endpoint

https://mcp-server-expense-tracker.fastmcp.app/mcp

Protected by Horizon authentication.

Local Setup

If remote access is unavailable (e.g., due to FastMCP Cloud free-plan authentication), the server can be run locally and connected to Claude Desktop or MCP Inspector.

Clone the repository

git clone https://github.com/shubhangi115/expense-tracker-mcp-server.git
cd expense-tracker-mcp-server

Create and activate a virtual environment

python -m venv .venv

Windows

.venv\Scripts\activate

macOS / Linux

source .venv/bin/activate

Install dependencies

pip install -r requirements.txt

Run the MCP server

fastmcp run main.py

Connect with Claude Desktop

Add the following configuration to your claude_desktop_config.json:

{
  "mcpServers": {
    "Expense Tracker": {
      "command": "C:\\path\\to\\expense-tracker-mcp-server\\.venv\\Scripts\\fastmcp.exe",
      "args": [
        "run",
        "C:\\path\\to\\expense-tracker-mcp-server\\main.py"
      ],
      "transport": "stdio"
    }
  }
}

Replace:

C:\path\to\expense-tracker-mcp-server

with the path where you cloned the repository.

Test with MCP Inspector

npx @modelcontextprotocol/inspector

Configure:

Transport: STDIO
Command: fastmcp
Arguments: run main.py

Note: Running the server locally provides full functionality with Claude Desktop and MCP Inspector.

Setup Instructions

git clone https://github.com/shubhangi115/expense-tracker-mcp-server.git

cd expense-tracker-mcp-server

python -m venv .venv

.venv\Scripts\activate

pip install -r requirements.txt

fastmcp run main.py

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