Wealthfolio MCP Server

#!/usr/bin/env python3 """ Interactive setup script for Wealthfolio MCP Server. Automatically detects paths and configures Claude Desktop. """ import json import os import platform import sys from pathlib import Path # Fix Windows console encoding for Unicode characters if platform.system() == "Windows": try: sys.stdout.reconfigure(encoding='utf-8') except Exception: pass # Fallback to default encoding def get_os_type(): """Detect the operating system.""" system = platform.system() if system == "Windows": return "windows" elif system == "Darwin": return "macos" elif system == "Linux": return "linux" else: return "unknown" def find_wealthfolio_db(): """Try to find the Wealthfolio database in standard locations.""" os_type = get_os_type() possible_paths = [] if os_type == "windows": appdata = os.environ.get("APPDATA") if appdata: possible_paths.append(Path(appdata) / "com.teymz.wealthfolio" / "app.db") elif os_type == "macos": home = Path.home() possible_paths.append(home / "Library" / "Application Support" / "com.teymz.wealthfolio" / "app.db") elif os_type == "linux": home = Path.home() possible_paths.append(home / ".local" / "share" / "com.teymz.wealthfolio" / "app.db") # Check which paths exist for path in possible_paths: if path.exists(): return path return None def get_claude_config_path(): """Get the Claude Desktop configuration file path.""" os_type = get_os_type() if os_type == "windows": appdata = os.environ.get("APPDATA") if appdata: return Path(appdata) / "Claude" / "claude_desktop_config.json" elif os_type == "macos": home = Path.home() return home / "Library" / "Application Support" / "Claude" / "claude_desktop_config.json" elif os_type == "linux": home = Path.home() return home / ".config" / "Claude" / "claude_desktop_config.json" return None def get_project_directory(): """Get the absolute path to this project directory.""" return Path(__file__).parent.resolve() def load_or_create_config(config_path): """Load existing config or create new one.""" if config_path.exists(): try: with open(config_path, 'r', encoding='utf-8') as f: return json.load(f) except json.JSONDecodeError: print(f"⚠️ Warning: Existing config file is invalid JSON") return {} else: return {} def format_path_for_json(path, os_type): """Format path appropriately for JSON (escape backslashes on Windows).""" path_str = str(path) if os_type == "windows": # Use forward slashes or escaped backslashes return path_str.replace("\\", "\\\\") return path_str def main(): print("=" * 60) print("Wealthfolio MCP Server - Setup Wizard") print("=" * 60) print() # Detect OS os_type = get_os_type() print(f"[OK] Detected OS: {os_type}") if os_type == "unknown": print("[ERROR] Unsupported operating system") sys.exit(1) # Get project directory (where this script is) project_dir = get_project_directory() print(f"[OK] Project directory: {project_dir}") print() # Find Wealthfolio database print("Looking for Wealthfolio database...") db_path = find_wealthfolio_db() if db_path: print(f"[OK] Found database: {db_path}") response = input(" Use this path? (Y/n): ").strip().lower() if response and response != 'y': db_path = None if not db_path: print("\nPlease enter the path to your Wealthfolio database:") if os_type == "windows": print(" (Example: C:\\Users\\YourName\\AppData\\Roaming\\com.teymz.wealthfolio\\app.db)") elif os_type == "macos": print(" (Example: /Users/yourname/Library/Application Support/com.teymz.wealthfolio/app.db)") else: print(" (Example: /home/username/.local/share/com.teymz.wealthfolio/app.db)") db_input = input("Database path: ").strip() db_path = Path(db_input) if not db_path.exists(): print(f"[WARNING] Database file not found at {db_path}") response = input(" Continue anyway? (y/N): ").strip().lower() if response != 'y': print("Setup cancelled.") sys.exit(1) print() # Get Claude config path config_path = get_claude_config_path() if not config_path: print("[ERROR] Could not determine Claude Desktop config location") sys.exit(1) print(f"Claude Desktop config: {config_path}") # Ensure config directory exists config_path.parent.mkdir(parents=True, exist_ok=True) # Load or create config config = load_or_create_config(config_path) # Ensure mcpServers section exists if "mcpServers" not in config: config["mcpServers"] = {} # Create Wealthfolio MCP configuration project_dir_str = format_path_for_json(project_dir, os_type) db_path_str = format_path_for_json(db_path, os_type) config["mcpServers"]["wealthfolio"] = { "command": "uv", "args": [ "--directory", project_dir_str, "run", "python", "mcp_server.py" ], "env": { "DB_PATH": db_path_str } } # Check if config already has wealthfolio if config_path.exists(): existing_config = load_or_create_config(config_path) if "mcpServers" in existing_config and "wealthfolio" in existing_config.get("mcpServers", {}): print("\n[WARNING] Wealthfolio MCP server is already configured.") response = input(" Overwrite existing configuration? (y/N): ").strip().lower() if response != 'y': print("Setup cancelled.") sys.exit(0) # Write config try: with open(config_path, 'w', encoding='utf-8') as f: json.dump(config, f, indent=2) print("\n[OK] Configuration saved successfully!") except Exception as e: print(f"\n[ERROR] Error writing config file: {e}") sys.exit(1) # Summary print("\n" + "=" * 60) print("Setup Complete!") print("=" * 60) print("\nConfiguration summary:") print(f" Project: {project_dir}") print(f" Database: {db_path}") print(f" Config: {config_path}") print("\nNext steps:") print(" 1. Restart Claude Desktop completely") print(" 2. Ask Claude: 'What MCP servers are available?'") print(" 3. Try: 'What's my total portfolio value?'") print("\nEnjoy analyzing your portfolio with Claude!\n") if __name__ == "__main__": try: main() except KeyboardInterrupt: print("\n\nSetup cancelled by user.") sys.exit(0) except Exception as e: print(f"\n[ERROR] Unexpected error: {e}") sys.exit(1)