My Finance MCP Server

Instructions

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

Implementation Reference

• my_finance_mcp.py:93-132 (handler)

  The main handler function for the 'query_financial_history' tool. It uses ChromaDB to perform semantic search on stored transactions based on the query, formats the results into a summary including total amount and recent transactions.

  @mcp.tool()
  def query_financial_history(query: str) -> str:
      """
      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
      """
      # Search ChromaDB
      results = collection.query(
          query_texts=[query],
          n_results=10
      )
      
      # Format results
      found_transactions = []
      if results['metadatas'][0]:
          for metadata in results['metadatas'][0]:
              found_transactions.append(metadata)
      
      # Create summary
      if found_transactions:
          df = pd.DataFrame(found_transactions)
          total_amount = df['amount'].sum() if 'amount' in df.columns else 0
          count = len(found_transactions)
          
          response = f"Found {count} relevant transactions.\n"
          response += f"Total amount: ${total_amount:.2f}\n\n"
          response += "Recent transactions:\n"
          
          for txn in found_transactions[:5]:
              response += f"- {txn.get('date')}: ${txn.get('amount'):.2f} - {txn.get('description')}\n"
              
      else:
          response = "No matching transactions found."
      
      return response