Budgetsco MCP Server

MCP Server for Budgetsco, enabling personal finance management through transactions, budgeting, and financial tracking capabilities.

Table of Contents

• Prerequisites

• Setup

• Available Tools

• Development

• Configuration

• License

Prerequisites

• Node.js (version 22.x recommended)

  • Check your Node.js version with: node --version

• A Budgetsco personal access token

Setup

1. Clone the repository

2. Create a .env file in the root directory with your Budgetsco access token:

   BUDGETSCO_ACCESS_TOKEN='your_access_token_here'

3. Install dependencies:

   npm install

Available Tools

The server provides several tools for managing personal finances:

Transactions

• Create, edit, and delete transactions

• View transaction history with flexible filters

• Support for various payment modes (Cash, Credit Card, UPI, etc.)

Categories

• Get predefined and custom categories

• Create and manage custom categories

• Categorize transactions for better financial tracking

Recurring Transactions

• Set up automated recurring transactions

• Manage daily, monthly, or yearly recurring entries

• Skip or mark recurring transactions as complete

Budgeting

• Set and manage budgets for different categories

• Track budget utilization

• Get detailed budget breakdowns

Currency

• Set and manage currency preferences

• Support for multiple international currencies

Development

Available commands:

• npm run dev: Start the development server

• npm run start: Run the production server

• npm run build: Build the project

• npm run lint: Run linting checks

• npm run format: Format code

• npm run test: Run tests

Configuration

Environment Variables

• BUDGETSCO_ACCESS_TOKEN (required): Your Budgetsco personal access token

Client Configuration

To use this MCP server with clients like Claude, add the following configuration:

License

This project is licensed under the MIT License. See the LICENSE file for details.

Built with FastMCP