💰 Finance MCP Server

A personal finance tracker powered by the Model Context Protocol (MCP), allowing you to manage your income and expenses directly through Claude Desktop using natural language.

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🚀 Features

• Add income and expense transactions
• Check your current balance
• List recent transactions
• Get a summary grouped by category
• Get a monthly summary (income, expenses, balance)
• Delete transactions by ID
• Persistent storage using SQLite

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🛠️ Requirements

• Python 3.10+
• Claude Desktop

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📦 Installation

1. Clone the repository:

git clone https://github.com/taylor3lewis/finance-mcp-server.git
cd finance-mcp-server

2. Create and activate a virtual environment:

python -m venv venv

# Windows
venv\Scripts\activate

# macOS/Linux
source venv/bin/activate

3. Install dependencies:

pip install -r requirements.txt

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⚙️ Claude Desktop Configuration

Open your Claude Desktop config file:

• Windows: %APPDATA%\Claude\claude_desktop_config.json
• macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Add the following entry inside "mcpServers":

{
  "mcpServers": {
    "finance-mcp-server": {
      "command": "C:/path/to/your/venv/Scripts/python.exe",
      "args": ["C:/path/to/finance-mcp-server/server.py"]
    }
  }
}

⚠️ Replace the paths with the actual paths on your machine.

Restart Claude Desktop after saving the config file.

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🧰 Available Tools

Tool	Description
add_transaction	Add an income or expense transaction
get_balance	Get your current balance
list_transactions	List the most recent transactions
get_summary_by_category	View totals grouped by category
get_monthly_summary	View income, expenses and balance for a given month
delete_transaction	Delete a transaction by its ID

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💬 Usage Examples

Once configured, just talk to Claude naturally:

"Mock 10 fake expenses in 3 different categories: food, leisure, and bills."

"What is my current balance?"

"Show me a summary of my expenses by category"

"If I maintain this monthly spending pattern, how much will I have spent by the end of the year?"

"How much did I spend in March 2026"

"List my last 5 transactions"

"delete entry with id = 2"

Using HTTP Client

Run MCP Server

python main.py http

Run Client in Another Shell

python client.py

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🗂️ Project Structure

finance-mcp-server/
├── main.py            # MCP server with all tools
├── client.py          # MCP client to connect to server via API
├── requirements.txt   # Python dependencies
├── README.md          # Project documentation
└── data/
    └── finance.db     # SQLite database (auto-created on first run)

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