expense-tracker-mcp-server

expense-tracker-mcp-server

Enables tracking, categorizing, and summarizing personal and business expenses with support for date range queries and category grouping.

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README

Expense Tracker MCP Server

A Model Context Protocol (MCP) server for tracking, categorizing, and summarizing personal & business expenses. Built with Python, FastMCP, and SQLite.

Features

  • Add Expenses (add_expense): Log date, amount, category, subcategory, and optional notes.
  • List Expenses (list_expenses): Fetch expense logs within a specified date range.
  • Summarize Expenses (summarize): Aggregated totals grouped by category (or filter by specific category).
  • Categories Resource (expense://categories): Dynamic access to preset expense categories and subcategories.

Prerequisites

  • Python 3.12+
  • uv (recommended) or pip

Setup & Running

  1. Clone the Repository:

    git clone https://github.com/<YOUR_USERNAME>/expense-tracker-mcp-server.git
    cd expense-tracker-mcp-server
    
  2. Install Dependencies:

    uv sync
    
  3. Run the MCP Server:

    uv run main.py
    

MCP Client Configuration

Claude Desktop Configuration

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/expense-tracker-mcp-server",
        "run",
        "main.py"
      ]
    }
  }
}

License

MIT

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