Expense Tracker MCP Server

A Model Context Protocol (MCP) server for tracking personal expenses and wallet balance, built with FastMCP and SQLite. Lets Claude Desktop, Cursor, or any MCP client log expenses, summarize spending, and check your balance through natural conversation.

Features

• Log expenses with date, amount, category, subcategory, and note

• List expenses within a date range

• Summarize spending by category over a date range

• Track and update a wallet balance

• A predefined category/subcategory taxonomy exposed as an MCP resource

Related MCP server: expense-mcp

Tools

All dates use YYYY-MM-DD format and are validated on input.

Resources

• expense://categories: JSON taxonomy of categories and subcategories (food, transport, housing, utilities, health, education, and more), read fresh from categories.json on every request.

Setup

Requires Python 3.11+ and uv.

uv sync

Claude Desktop config

{
  "mcpServers": {
    "expense-tracker": {
      "command": "/path/to/expense-tracker-mcp-server/run.sh"
    }
  }
}

Replace /path/to/expense-tracker-mcp-server with the absolute path to this repo.

Storage

Data is stored in a local SQLite database (expenses.db, created automatically on first run, gitignored). Override the location with the EXPENSE_TRACKER_DB_PATH environment variable.

Testing

uv run pytest

License

MIT