MCP Servers

Personal Finance Tracker

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.

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README

Personal Finance Tracker (MCP Server)

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.
This server is designed for individuals or households — not for businesses or stock analysis.

✨ Features

📌 Record personal expenses and income
📊 View monthly summaries and budget overviews
📈 Analyze monthly spending trends
⚙️ Configurable database path (DB_PATH)

📦 Installation

Install from PyPI:

pip install personal-finance-tracker

🚀 Usage

You can run the server using:

uvx personal-finance-tracker

Or configure it in a client like Cursor or other MCP-compatible tools:

{
  "mcpServers": {
    "personal-finance-tracker": {
      "command": "uvx",
      "args": ["personal-finance-tracker"],
      "env": {
        "DB_PATH": "/absolute/path/to/your/finance.db"
      }
    }
  }
}

📁 Environment Variables

Variable	Description	Default
`DB_PATH`	Path to the SQLite database file	`expenses.db`

The database file is created and initialized automatically if it doesn't exist.

🧠 Prompt Behavior

This MCP server is specifically scoped for personal finance. The underlying LLM is guided to:

✅ Use these tools when:

The user asks about daily expenses, personal income, budgeting, household savings

🚫 Avoid using for:

Business accounting
Stock market analysis
Corporate finance data

📂 Project Structure

personal-finance-tracker/
├── src/
│   └── personal_finance_tracker/
│       └── main.py
├── pyproject.toml
├── README.md

📝 License

ABRMS License

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