Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MY_FINANCE_MCP_DIR | No | The directory where financial data will be stored. If not set, defaults to ~/.my_finance_mcp/ |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| store_transactions | Parse and store transaction data from uploaded financial documents.
If you receive unstructured financial data (statements, receipts, CSV files, etc.),
extract transactions into the format: [{"date": "YYYY-MM-DD", "amount": number, "description": "string", "category": "string"}]
Args:
transactions: List of transaction dictionaries, each containing:
- date: Transaction date (string, format: YYYY-MM-DD)
- amount: Transaction amount (number, can be negative for expenses)
- description: Transaction description (string)
- category: Transaction category (string, optional, e.g. "Food", "Transport", "Bills")
Returns:
Success message with count of stored transactions |
| query_financial_history | Search through all stored financial data using semantic search.
Args:
query: Search query string to find relevant transactions
Returns:
Formatted summary of matching transactions with totals |
| list_transactions | List stored transactions from the JSON ledger with optional pagination and filtering.
Args:
limit: Maximum number of transactions to return (default 20)
offset: Number of transactions to skip from the beginning (default 0)
category: Optional category filter (case-insensitive)
Returns:
Dictionary containing total count, pagination info, and transactions with index field |
| delete_transactions | Delete transactions from both the JSON ledger and ChromaDB.
Args:
indices: List of transaction indices (from list_transactions) to delete
delete_all: Set to true to delete all transactions
confirm: Must be true to actually perform deletion (safety guard)
Returns:
Status message describing the deletion result |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |