expense-tracker-mcp
A local MCP server for managing personal expenses. Enables adding, listing, summarizing, editing, and deleting expenses, as well as adding credits, using PostgreSQL backend.
README
Expense Tracker MCP Server
A local MCP (Model Context Protocol) server built with FastMCP and PostgreSQL.
This project exposes expense management tools that can be used by MCP clients such as Claude Desktop.
Features
- ā Add Expense
- š List Expenses
- š Summarize Expenses
- āļø Edit Expense
- šļø Delete Expense
- š° Add Credit
- š Expense Categories Resource
Tech Stack
- Python
- FastMCP
- PostgreSQL
- SQLAlchemy
- Psycopg 3
- Pydantic Settings
- UV
Project Structure
expense-tracker-mcp/
ā
āāā app/
ā āāā tools/
ā ā āāā expense_tools.py
ā ā āāā credit_tools.py
ā āāā config.py
ā āāā database.py
ā āāā models.py
ā āāā resources.py
ā
āāā categories.json
āāā main.py
āāā .env.example
āāā pyproject.toml
āāā README.md
MCP Tools
| Tool | Description |
|---|---|
add_expense |
Add a new expense |
list_expenses |
List all expenses |
summarize_expenses |
Show expense summary |
edit_expense |
Update an existing expense |
delete_expense |
Delete an expense |
add_credit |
Add income/credit |
MCP Resource
expense://categories
Returns the predefined expense categories.
Setup
Clone the repository:
git clone https://github.com/thearyangupta/expense-tracker-mcp.git
cd expense-tracker-mcp
Install dependencies:
uv sync
Create a .env file:
DATABASE_URL=postgresql+psycopg://postgres:YOUR_PASSWORD@localhost:5432/expense_tracker
Run the server:
uv run python main.py
Example Prompts
Add a Food expense of ā¹250 for Lunch.
Show all expenses.
Summarize my expenses.
Update expense 3.
Delete expense 5.
Add a credit of ā¹20,000 from Freelancing.
Future Improvements
- Expense filtering
- Monthly reports
- Export to CSV
- Budget tracking
- AI-powered expense insights
Built using FastMCP and PostgreSQL.
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