My Finance MCP Server

Instructions

Implementation Reference

• my_finance_mcp.py:48-90 (handler)

  The handler function for the 'store_transactions' tool. Decorated with @mcp.tool() to register it with the MCP server. Parses transaction list, stores embeddings and metadata in ChromaDB for semantic search, and backs up raw data to JSON file.
  @mcp.tool() def store_transactions(transactions: List[Dict[str, Any]]) -> str: """ 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 """ # Store in ChromaDB ids = [] documents = [] metadatas = [] for i, txn in enumerate(transactions): txn_id = f"txn_{datetime.now().timestamp()}_{i}" doc = f"Date: {txn.get('date')} Amount: {txn.get('amount')} Description: {txn.get('description')} Category: {txn.get('category', 'unknown')}" ids.append(txn_id) documents.append(doc) metadatas.append(txn) collection.add( ids=ids, documents=documents, metadatas=metadatas ) # Also save to JSON file existing = _load_transactions() existing.extend(transactions) _save_transactions(existing) return f"Stored {len(transactions)} transactions successfully"
• my_finance_mcp.py:27-35 (helper)

  Helper function to load existing transactions from JSON backup file, used by store_transactions to append new data.
  def _load_transactions() -> List[Dict[str, Any]]: if JSON_FILE.exists(): with JSON_FILE.open("r") as f: try: return json.load(f) except json.JSONDecodeError: return [] return []
• my_finance_mcp.py:38-42 (helper)

  Helper function to persist transactions list to JSON file, called by store_transactions after appending new transactions.
  def _save_transactions(transactions: List[Dict[str, Any]]) -> None: JSON_FILE.parent.mkdir(parents=True, exist_ok=True) with JSON_FILE.open("w") as f: json.dump(transactions, f, indent=2)
• my_finance_mcp.py:48-48 (registration)

  The @mcp.tool() decorator registers the store_transactions function as an MCP tool.
  @mcp.tool()