# 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`:
```bash
uv run main.py
```
### Manual Installation
1. Create a virtual environment:
```bash
python -m venv .venv
source .venv/bin/activate # On Windows: .venv\Scripts\activate
```
2. Install dependencies:
```bash
pip install fastmcp
```
3. Run the server:
```bash
python main.py
```
## Configuration for Claude Desktop
Add the following to your `claude_desktop_config.json`:
```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.*
