Expense Tracker MCP Server

A Model Context Protocol (MCP) server that enables AI assistants like Claude to manage your personal expenses through natural conversation. Built with Python using fastmcp and uv.

Features

• Add Expenses: Record expenses with amount, category, date, and description

• List & Filter: View expenses by category and date range

• Summarize: Get spending summaries grouped by category

• Update Expenses: Modify existing expense records

• Delete Expenses: Remove unwanted expense entries

• Natural Language Interface: Interact with your expense data conversationally through Claude

Prerequisites

• Python 3.10 or higher

• uv package manager

Installation

Configuration

Add the server to your Claude Desktop configuration file:

MacOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%/Claude/claude_desktop_config.json

Usage Examples

Once configured, you can interact with your expenses through Claude naturally:

Available Tools

add_expense

Add a new expense to the database.

• Parameters: amount (required), category (required), date, description, subcategory

list_expenses

List expenses filtered by category and optional date range.

• Parameters: category, start_date, end_date

summarize

Get total expenses by category within a date range.

• Parameters: start_date (required), end_date (required), category

update_expense

Update an existing expense.

• Parameters: expense_id (required), amount, category, date, description, subcategory

delete_expense

Delete an expense by ID.

• Parameters: expense_id (required)

Database

Expenses are stored in a local SQLite database (expenses.db) with the following schema:

Development

Project Structure

Use Cases

• Personal Finance Tracking: Monitor daily spending habits

• Budget Management: Track expenses by category to stay within budget

• Expense Reports: Generate summaries for tax purposes or reimbursements

• Shopping Tracking: Keep records of purchases and major expenses

• Financial Analysis: Analyze spending patterns over time

Built With

• fastmcp - Fast, Pythonic MCP server framework

• uv - Fast Python package installer and resolver

• SQLite - Lightweight database for expense storage

• Model Context Protocol - Protocol for AI-application integration

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

1. Fork the repository

2. Create your feature branch (git checkout -b feature/AmazingFeature)

3. Commit your changes (git commit -m 'Add some AmazingFeature')

4. Push to the branch (git push origin feature/AmazingFeature)

5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Troubleshooting

Server not appearing in Claude Desktop?

• Ensure the path in claude_desktop_config.json is absolute and correct

• Restart Claude Desktop after configuration changes

• Check Claude Desktop logs for error messages

Database errors?

• Ensure the directory is writable

• Delete expenses.db to recreate the database from scratch

Support

If you encounter any issues or have questions, please open an issue on GitHub.

Made with ❤️ for better expense tracking through AI