Expense Tracker MCP

An AI-powered Expense Tracker built using FastMCP and SQLite. This project exposes expense management capabilities as MCP tools, allowing AI assistants such as Claude Desktop to interact with a persistent expense database through the Model Context Protocol (MCP).

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Features

• Add new expenses
• List expenses within a date range
• Update existing expenses
• Delete expenses
• Summarize expenses by category
• Expose expense categories as an MCP Resource
• Persistent local storage using SQLite

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Tech Stack

• Python 3.11+
• FastMCP
• SQLite
• JSON
• MCP (Model Context Protocol)

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Project Structure

Expense-Tracker-MCP/
│
├── main.py               # FastMCP server
├── database.py           # Database operations
├── categories.json       # Expense categories
├── expenses.db           # SQLite database (generated at runtime)
├── pyproject.toml
├── uv.lock
└── README.md

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MCP Tools

Tool	Description
add_expense	Add a new expense
list_expenses	Retrieve expenses between two dates
update_expense	Update an existing expense
delete_expense	Delete an expense by ID
summarize_expenses	Summarize expenses by category

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MCP Resources

expense://categories

Returns the list of supported expense categories and subcategories from categories.json.

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Installation

Clone the repository:

git clone https://github.com/navalmishra/Expense-Tracker-MCP.git
cd Expense-Tracker-MCP

Install dependencies:

uv sync

or

pip install -e .

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Running the Server

Start the FastMCP server:

python main.py

The server starts at:

http://localhost:8000/mcp

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Connecting with Claude Desktop

Add the server to your Claude Desktop configuration:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "python",
      "args": [
        "/path/to/main.py"
      ]
    }
  }
}

Restart Claude Desktop, and the Expense Tracker tools will be available automatically.

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Example Workflow

Ask Claude:

Add an expense of ₹500 for groceries today.

Claude calls:

add_expense(...)

Ask:

Show my expenses for this month.

Claude calls:

list_expenses(...)

Ask:

Summarize my food expenses.

Claude calls:

summarize_expenses(...)

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Database

The application uses SQLite for local persistence.

The database is created automatically on the first run if it does not already exist.

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Future Improvements

• Category validation using categories.json
• Pydantic models for input validation
• Monthly and yearly reports
• Expense analytics
• Budget tracking
• Cloud database support (PostgreSQL/Turso)
• Authentication
• Deployment on FastMCP Cloud

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Learning Objectives

This project demonstrates:

• Building custom MCP servers
• Creating MCP Tools and Resources
• Integrating SQLite with FastMCP
• Persistent AI applications
• Connecting custom MCP servers with Claude Desktop
• Deploying MCP servers to FastMCP Cloud

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License

This project is licensed under the MIT License.