Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Solvent MCP Servershow me my expenses from last week"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Solvent MCP Server
A dynamic MCP (Model Context Protocol) server for Solvent - Personal Finance Manager. This allows Claude to interact with your Solvent data through natural language.
Architecture
This MCP server uses dynamic tool discovery:
On startup, fetches API metadata from
GET {SOLVENT_API_URL}/api/v1/metaDynamically generates MCP tools from the metadata
When tools are called, proxies requests to the actual API endpoints
This means the tools are always in sync with the API—no manual updates needed when the API changes.
Features
Expenses: List, create, update, and delete expenses
Incomes: List, create, update, and delete incomes
Categories: List, create, update, and delete categories
Recurring Transactions: List, create, update, and delete recurring transactions
Receipts: List, create, update, and delete receipts
Setup
1. Create an MCP Token
Log into your Solvent account
Go to Settings > Tokens
Click Create Token
Select MCP as the token type
Set the permissions you want to grant
Copy the token (you won't be able to see it again!)
2. Choose Your Connection Method
Option A: Claude.ai Connector (Recommended for Web)
Use this if you want to use Claude through the web interface (claude.ai).
After creating your MCP token, copy the Connector URL shown
Go to Claude.ai
Click on "Search and tools" > "Add connectors"
Select "Add custom connector"
Paste the Connector URL
Click Connect
The Connector URL format is:
Option B: Claude Desktop (Local)
Use this if you want to use Claude Desktop on your computer.
Install Node.js (v18 or later) from nodejs.org
Install the MCP server globally:
Or run directly with npx:
Configure Claude Desktop by editing the config file:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
Add the following configuration:
Restart Claude Desktop
Configuration
Environment Variables
Variable | Description | Default |
| Base URL of the Solvent API |
|
| Your API token (starts with | Required |
Command Line Arguments
Argument | Description |
| Your Solvent API token (required) |
| The Solvent API URL (optional) |
| Show help message |
Usage Examples
Once connected, you can ask Claude things like:
"Show me my expenses from last week"
"Create a new expense of $50 for groceries"
"List all my income categories"
"What are my recurring expenses?"
"Create a monthly recurring expense of $15 for Netflix"
Generated Tools
Tools are automatically generated based on the API metadata. The naming convention is:
Pattern | Tool Name | Description |
|
| List all items |
|
| Get a single item by ID |
|
| Create a new item |
|
| Update an existing item |
|
| Delete an item |
Expected Tools (25 total)
Entity | Tools |
Expenses |
|
Incomes |
|
Categories |
|
Recurrings |
|
Receipts |
|
Permissions
When creating an MCP token, you can control which operations Claude can perform:
Permission | Allows |
Expenses: Read | List and view expenses |
Expenses: Write | Create, update, delete expenses |
Incomes: Read | List and view incomes |
Incomes: Write | Create, update, delete incomes |
Categories: Read | List and view categories |
Categories: Write | Create, update, delete categories |
Recurrings: Read | List and view recurring transactions |
Recurrings: Write | Create, update, delete recurring transactions |
Receipts: Read | List and view receipts |
Receipts: Write | Create, update, delete receipts |
Development
Building from Source
Running in Development
Project Structure
Security Notes
Your MCP token grants access to your financial data
Only create tokens with the minimum permissions needed
Revoke tokens you no longer need from the Settings page
The token is stored locally on your machine (Claude Desktop) or transmitted securely (Claude.ai)
Troubleshooting
"Token is not an MCP token"
Make sure you selected MCP as the token type when creating the token. API tokens cannot be used for MCP connections.
"Invalid or revoked token"
Your token may have been revoked. Create a new MCP token in Settings.
"Failed to fetch API metadata"
The server couldn't connect to the Solvent API. Check:
The
SOLVENT_API_URLis correctThe API server is running
Your network can reach the API
Connection issues with Claude Desktop
Make sure Node.js is installed:
node --versionCheck the Claude Desktop logs for errors
Verify your config file is valid JSON
Restart Claude Desktop after making config changes
License
MIT