Local MCP Server Expense Tracker

Local MCP Server Expense Tracker

A lightweight local MCP server that enables users to add, list, edit, and delete expenses via SQLite database through natural language in MCP-compatible clients.

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Local MCP Server Expense Tracker

A lightweight, local Model Context Protocol (MCP) server built with FastMCP and SQLite to manage expenses. This server enables MCP-compatible clients (like Claude Desktop) to add, list, edit, and delete expenses directly from chat using a local database.

Features

  • SQLite Database: Self-contained database (Expense.db) created dynamically in the same directory.
  • Full CRUD operations:
    • add_expense: Add a new expense (amount, category, date, description).
    • list_expenses: Fetch all expenses stored in the database.
    • edit_expense: Modify an existing expense record by ID.
    • delete_expense: Permanently delete an expense record by ID.

Prerequisites

  • Python 3.10+
  • uv (recommended Python package installer/runner)

Installation & Running

1. Run in Development Mode (Inspector)

To run the server and inspect/test the tools using the FastMCP web inspector:

uv run fastmcp dev inspector expense_tracker.py

2. Run the MCP Server

To start the server directly:

uv run fastmcp run expense_tracker.py

3. Install in Claude Desktop

To automatically register the server with your local Claude Desktop configuration:

uv run fastmcp install claude-desktop expense_tracker.py

4. Windows Auto-Sync & Path Fix (Optional)

If you are using the Microsoft Store version of Claude Desktop on Windows, the app is sandboxed and might fail to find uv in its PATH or fail to load the standard configuration.

You can run the included PowerShell script to fix the paths and sync configuration:

.\sync_mcp.ps1

This script:

  • Resolves the absolute path of uv.exe.
  • Syncs the configurations to Claude's sandboxed local packages directories.
  • Restarts Claude Desktop automatically.

Database Schema

The SQLite database contains a table named expenses with the following schema:

  • id: INTEGER (Primary Key, Auto-increment)
  • amount: REAL (Not Null)
  • category: TEXT (Not Null)
  • date: DATE (Not Null)
  • description: TEXT (Optional)

License

MIT License

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