Firefly III MCP Server
Integrates with Firefly III personal finance software to enable natural language management of transactions, accounts, budgets, and categories. Supports recording expenses, checking balances, and organizing financial data through conversational AI.
README
Firefly III MCP Server
An MCP (Model Context Protocol) server that gives Claude full access to your Firefly III personal finance instance. Talk to Claude in natural language to record expenses, check balances, manage budgets, and more.
Features
- Transactions: Create, list, search, update, and delete transactions (withdrawals, deposits, transfers)
- Accounts: Manage asset, expense, revenue, liability, and cash accounts
- Categories: Organize transactions with categories
- Budgets: Create and manage budgets with auto-budget support
- Tags: Label transactions with flexible tags
Prerequisites
- Node.js >= 18
- A running Firefly III instance
- A Personal Access Token (PAT) from your Firefly III instance
Getting Your PAT
- Log into your Firefly III instance
- Go to Options → Profile → OAuth
- Under Personal Access Tokens, create a new token
- Copy the token — you'll need it for configuration
Installation
Via npm (recommended)
npm install -g firefly-iii-mcp-server
From source
git clone https://github.com/przbadu/firefly-iii-mcp-server.git
cd firefly-iii-mcp-server
npm install
npm run build
Configuration
Claude Desktop
Edit your Claude Desktop config file:
- macOS:
~/Library/Application Support/Claude/claude_desktop_config.json - Windows:
%APPDATA%\Claude\claude_desktop_config.json
Using the npm-installed binary:
{
"mcpServers": {
"firefly-iii": {
"command": "firefly-iii-mcp-server",
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}
Or using npx (no global install needed):
{
"mcpServers": {
"firefly-iii": {
"command": "npx",
"args": ["-y", "firefly-iii-mcp-server"],
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}
Claude Code CLI
claude mcp add firefly-iii \
-e FIREFLY_III_URL=https://your-firefly-instance.example.com \
-e FIREFLY_III_PAT=your-personal-access-token-here \
-- npx -y firefly-iii-mcp-server
Or add it to your .claude/settings.json:
{
"mcpServers": {
"firefly-iii": {
"command": "npx",
"args": ["-y", "firefly-iii-mcp-server"],
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}
Usage Examples
Once configured, just talk to Claude naturally:
Recording Transactions
"I spent $45.50 at Trader Joe's on groceries today"
"Record a $2,500 salary deposit from my employer into my checking account"
"Transfer $500 from Checking to Savings"
Querying
"Show me all my transactions from last week"
"How much did I spend on restaurants this month?"
"What's the balance of my checking account?"
Managing Finances
"Create a monthly grocery budget of $600"
"List all my expense categories"
"Tag my last 3 restaurant transactions as 'business meals'"
Available Tools
| Tool | Description |
|---|---|
firefly_create_transaction |
Create withdrawal, deposit, or transfer |
firefly_list_transactions |
List transactions with filters |
firefly_get_transaction |
Get transaction details by ID |
firefly_update_transaction |
Update an existing transaction |
firefly_delete_transaction |
Delete a transaction |
firefly_search_transactions |
Search with Firefly III query syntax |
firefly_create_account |
Create a new account |
firefly_list_accounts |
List accounts by type |
firefly_get_account |
Get account details |
firefly_update_account |
Update account properties |
firefly_delete_account |
Delete an account |
firefly_list_categories |
List all categories |
firefly_create_category |
Create a category |
firefly_update_category |
Update a category |
firefly_delete_category |
Delete a category |
firefly_list_budgets |
List all budgets |
firefly_create_budget |
Create a budget |
firefly_update_budget |
Update a budget |
firefly_delete_budget |
Delete a budget |
firefly_list_tags |
List all tags |
firefly_create_tag |
Create a tag |
firefly_update_tag |
Update a tag |
firefly_delete_tag |
Delete a tag |
Development
# Watch mode with auto-reload
npm run dev
# Build for production
npm run build
# Run the built server
npm start
License
MIT
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