Expense Tracker MCP Server

"""Example demonstrating the complete expense tracker workflow.""" import asyncio from datetime import datetime from expense_tracker.database import ( init_database, insert_receipt, insert_items, query_item_history, get_all_item_types, ) from expense_tracker.models import Receipt, LineItem from expense_tracker.categorizer import categorize_item async def example_workflow(): """Demonstrate the complete workflow without PDF parsing.""" print("=" * 70) print("EXPENSE TRACKER MCP SERVER - DEMONSTRATION") print("=" * 70) # Step 1: Initialize database print("\n1. Initializing database...") init_database() print(" ✓ Database initialized") # Step 2: Create a sample receipt print("\n2. Creating sample receipt...") receipt = Receipt( store_name="Walmart", purchase_date="2025-01-15", subtotal=42.50, tax=2.55, total=45.05, ) receipt_id = insert_receipt(receipt) print(f" ✓ Receipt #{receipt_id} created for {receipt.store_name}") # Step 3: Add sample items (simulating parsed PDF items) print("\n3. Categorizing and adding items...") sample_items = [ {"name": "Organic Milk 2%", "price": 4.99}, {"name": "Whole Wheat Bread", "price": 3.49}, {"name": "Large Eggs Dozen", "price": 5.29}, {"name": "Fresh Broccoli", "price": 2.99}, {"name": "Gala Apples 3lb", "price": 4.99}, {"name": "Chicken Breast 2lb", "price": 12.99}, {"name": "Basmati Rice 5lb", "price": 8.99}, {"name": "Greek Yogurt", "price": 4.49}, ] categorized_items = [] for item in sample_items: category = await categorize_item(item["name"], ctx=None) line_item = LineItem( item_name_raw=item["name"], item_type=category, line_total=item["price"], quantity=1.0, ) categorized_items.append(line_item) print(f" - {item['name']:25} → {category}") insert_items(receipt_id, categorized_items) print(f"\n ✓ Added {len(categorized_items)} items to receipt") # Step 4: Add another receipt (earlier date) print("\n4. Adding second receipt (Costco from last month)...") receipt2 = Receipt( store_name="Costco", purchase_date="2024-12-10", subtotal=55.00, tax=3.30, total=58.30, ) receipt_id2 = insert_receipt(receipt2) costco_items = [ {"name": "Kirkland Milk 2gal", "price": 6.99}, {"name": "Organic Eggs 24ct", "price": 8.99}, {"name": "Basmati Rice 20lb", "price": 18.99}, ] categorized_items2 = [] for item in costco_items: category = await categorize_item(item["name"], ctx=None) line_item = LineItem( item_name_raw=item["name"], item_type=category, line_total=item["price"], quantity=1.0, ) categorized_items2.append(line_item) print(f" - {item['name']:25} → {category}") insert_items(receipt_id2, categorized_items2) print(f"\n ✓ Added {len(categorized_items2)} items to receipt") # Step 5: Query item history print("\n5. Querying purchase history...") print("\n Query: 'When did I last buy milk?'") milk_history = query_item_history("milk", time_range_days=365) print(f" Answer: Last purchased on {milk_history['stats']['last_purchase_date']}") print(f" Total purchases: {milk_history['stats']['total_purchases']}") print(f" Total spent: ${milk_history['stats']['total_spent']:.2f}") print("\n Purchase history:") for purchase in milk_history["purchases"]: print( f" • {purchase['date']} at {purchase['store']} - " f"{purchase['item_name']} (${purchase['price']:.2f})" ) print("\n Query: 'Show me all rice purchases'") rice_history = query_item_history("rice", time_range_days=365) print(f" Total purchases: {rice_history['stats']['total_purchases']}") print(f" Average days between purchases: {rice_history['stats']['average_days_between']:.1f}") print("\n Purchase history:") for purchase in rice_history["purchases"]: print( f" • {purchase['date']} at {purchase['store']} - " f"{purchase['item_name']} (${purchase['price']:.2f})" ) # Step 6: List all categories print("\n6. Listing all tracked categories...") all_types = get_all_item_types() print(f"\n Found {len(all_types)} different item categories:\n") for item_type in all_types: print( f" {item_type['item_type']:15} - " f"{item_type['total_purchases']} purchases, " f"last: {item_type['last_purchase_date']}, " f"total spent: ${item_type['total_spent']:.2f}" ) print("\n" + "=" * 70) print("DEMONSTRATION COMPLETE") print("=" * 70) print("\nNext steps:") print(" 1. Add this server to Claude Desktop configuration") print(" 2. Upload a real PDF receipt") print(" 3. Ask Claude questions about your expenses!") print("=" * 70) if __name__ == "__main__": asyncio.run(example_workflow())