MCP Agent - AI Expense Tracker

# Expense Tracker - Usage Guide ## Getting Started ### 1. Start the Server ```bash cd server python start.py ``` This will start both the API server (port 8002) and MCP server (port 9002). ### 2. Access the Dashboard Open your browser and navigate to: ``` http://localhost:8002/ ``` ### 3. Add Sample Data To see the dashboard in action with sample transactions: ```bash python seed_data.py ``` This will create sample income and expense transactions. ## Using the Dashboard ### Overview Cards The dashboard displays three main statistics: 1. **Total Income** - Sum of all income transactions (green) 2. **Total Expenses** - Sum of all expense transactions (red) 3. **Net Balance** - Income minus expenses (green/red based on value) ### Category Summary - Shows breakdown of transactions by category - Displays total amount and transaction count per category - Visual progress bars show percentage of total - Categories are sorted by amount (highest first) ### Latest Transactions - Displays the 10 most recent transactions - Shows title, category, type (income/expense), amount, and date - Color-coded amounts (green for income, red for expenses) - Auto-refreshes every 30 seconds ## API Usage ### Create a Transaction ```bash curl -X POST "http://localhost:8002/transactions" \ -H "Content-Type: application/json" \ -d '{ "title": "Coffee", "amount": 5.50, "type": "expense", "category": "food", "description": "Morning coffee", "tags": ["coffee", "daily"] }' ``` ### Get All Transactions ```bash curl "http://localhost:8002/transactions" ``` ### Get Summary ```bash curl "http://localhost:8002/summary" ``` ### Get Category Summary ```bash curl "http://localhost:8002/summary/categories" ``` ### Search Transactions ```bash curl "http://localhost:8002/transactions/search?q=coffee" ``` ## Available Categories ### Income Categories - `salary` - Regular salary payments - `freelance` - Freelance work income - `investment` - Investment returns - `business` - Business income - `other_income` - Other income sources ### Expense Categories - `food` - Food and dining - `transportation` - Transport and fuel - `housing` - Rent and housing costs - `utilities` - Bills and utilities - `healthcare` - Medical expenses - `entertainment` - Entertainment and subscriptions - `shopping` - Shopping and purchases - `education` - Educational expenses - `travel` - Travel costs - `other_expense` - Other expenses ## Interactive API Documentation FastAPI provides automatic interactive documentation: - **Swagger UI**: http://localhost:8002/docs - **ReDoc**: http://localhost:8002/redoc Use these interfaces to: - Test API endpoints - View request/response schemas - Execute API calls directly from the browser ## Tips 1. **Auto-refresh**: The dashboard automatically refreshes every 30 seconds 2. **Mobile-friendly**: The dashboard is responsive and works on all devices 3. **Dark theme**: Optimized for comfortable viewing in any lighting 4. **Real-time**: All changes are reflected immediately in the dashboard ## Troubleshooting ### Dashboard not loading? - Ensure the server is running: `python start.py` - Check http://localhost:8002/health to verify server is up ### No data showing? - Run `python seed_data.py` to add sample transactions - Create transactions via the API or interactive docs ### Port already in use? - Change the port in `config.py` - Or set environment variable: `PORT=8003 python start.py` ## Next Steps - Integrate with the MCP server for AI assistant functionality - Use the Telegram bot to add transactions on the go - Extend the dashboard with charts and visualizations - Add user authentication and multi-user support