Expense Tracker MCP Server

A Model Context Protocol (MCP) server for tracking expenses, built with fastmcp.

Features

This server provides tools to manage expenses in a local SQLite database (expenses.db) and exposes categories via a resource.

Tools

• add_expense: Add a new expense.
  • Arguments: date (YYYY-MM-DD), amount, category, subcategory (optional), note (optional).
• list_expenses: List expenses within a date range.
  • Arguments: start_date, end_date.
• summarize: Summarize expenses by category.
  • Arguments: start_date, end_date, category (optional filter).
• edit_expense: Edit an existing expense.
  • Arguments: id, date, amount, category, subcategory, note.
• delete_expense: Delete an expense by ID.
  • Arguments: id.
• add_credit: Add credit to a user account (default user).
  • Arguments: amount, user_name (optional, default="default").

Resources

• expense://categories: Returns the content of categories.json.

Prerequisites

• Python >= 3.12
• uv (recommended for dependency management)

Installation & Usage

Using uv (Recommended)

You can run the server directly using uv:

uv run main.py

Manual Installation

1. Create a virtual environment:

   python -m venv .venv
   source .venv/bin/activate  # On Windows: .venv\Scripts\activate
   

2. Install dependencies:

   pip install fastmcp
   

3. Run the server:

   python main.py
   

Configuration for Claude Desktop

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": [
        "run",
        "--with",
        "fastmcp",
        "c:\\Users\\LOQ\\Downloads\\ExpenseTracker_MCP_Server\\main.py"
      ]
    }
  }
}

Note: Update the path to main.py to match your local path.