Expense Tracker MCP Server
Enables logging expenses, summarizing spending, and checking wallet balance through natural conversation using MCP.
README
Expense Tracker MCP Server
A Model Context Protocol (MCP) server for tracking personal expenses and wallet balance, built with FastMCP and SQLite. Lets Claude Desktop, Cursor, or any MCP client log expenses, summarize spending, and check your balance through natural conversation.
Features
- Log expenses with date, amount, category, subcategory, and note
- List expenses within a date range
- Summarize spending by category over a date range
- Track and update a wallet balance
- A predefined category/subcategory taxonomy exposed as an MCP resource
Tools
| Tool | Description |
|---|---|
add_expense(date, amount, category, subcategory, note) |
Insert an expense record |
list_expenses(start_date, end_date) |
List expenses in an inclusive date range |
summarize(start_date, end_date, category) |
Sum expenses by category over a date range |
get_balance() |
Read the current wallet balance |
set_balance(amount) |
Set the wallet balance |
All dates use YYYY-MM-DD format and are validated on input.
Resources
expense://categories: JSON taxonomy of categories and subcategories (food, transport, housing, utilities, health, education, and more), read fresh fromcategories.jsonon every request.
Setup
Requires Python 3.11+ and uv.
uv sync
Claude Desktop config
{
"mcpServers": {
"expense-tracker": {
"command": "/path/to/expense-tracker-mcp-server/run.sh"
}
}
}
Replace /path/to/expense-tracker-mcp-server with the absolute path to this repo.
Storage
Data is stored in a local SQLite database (expenses.db, created automatically on first run, gitignored). Override the location with the EXPENSE_TRACKER_DB_PATH environment variable.
Testing
uv run pytest
License
MIT
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