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A production-ready MCP server that enables AI assistants to manage personal finances by storing, analyzing, and exporting expense data using a PostgreSQL database.

Updated
Jan 5, 2026
Validated
Jan 9, 2026

ExpenseTracker MCP Server

A production-ready Model Context Protocol (MCP) server that turns your AI assistant into a persistent personal finance manager using PostgreSQL.

This project allows Claude Desktop or any MCP-enabled agent to securely store, analyze, and export expense data using real database transactions instead of chat memory.


What Is It?

ExpenseTracker MCP is a local backend service exposing structured financial tools to AI agents.

It enables your assistant to:

  • Store expenses permanently
  • Edit and delete past records
  • Summarize spending patterns
  • Detect top spending categories
  • Generate monthly reports
  • Export data for accounting or tax use

How It Works

  1. Claude Desktop sends a tool request using MCP.
  2. ExpenseTracker MCP receives the request.
  3. The server executes the database operation in PostgreSQL.
  4. Results are returned to Claude as structured JSON.
  5. Logs are written to expense_tracker.log.

The AI never invents data — it only queries your real database.


How To Run Using uv

Install dependencies

uv add fastmcp psycopg2-binary python-dotenv

Create .env file

DB_HOST=localhost
DB_PORT=5432
DB_NAME=expense_tracker
DB_USER=expense_user
DB_PASSWORD=your_password

Start MCP server

For Testing

uv run fastmcp dev main.py

For Run

uv run fastmcp run main.py

How to connect to Claude Desktop

uv run fastmcp install claude-desktop main.py

Restart Claude Desktop


Contribution

Contributions are welcome.

  • Fork the repository
  • Create a feature branch
  • Add or improve MCP tools or documentation
  • Submit a pull request with a clear description of your changes

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