Expense Tracker MCP

A powerful FastMCP server for tracking expenses with full CRUD, budgets, recurring expenses, and reporting capabilities.

Quick Start

Local Development:

# Install dependencies
uv sync

# Run server
uv run python main.py

# Test with inspector
uv run fastmcp inspector main.py:mcp

Horizon Deployment: See HORIZON_SETUP.md for step-by-step instructions.

Related MCP server: Trackor

Features

Core:

• ✅ Add, update, delete, and list expenses

• ✅ Categorized expenses with subcategories

• ✅ Case-insensitive category matching with fuzzy suggestions

Advanced:

• ✅ Monthly budgets with spending alerts

• ✅ Recurring expenses (auto-generate monthly)

• ✅ CSV export with filtering

• ✅ Monthly trend reports

API:

• 🛠️ 14 Tools - Full expense management

• 📖 3 Resources - Recent, summary, categories

• 💬 2 Prompts - Weekly report, categorize expense

Directory Structure

data/          → Database (expenses.db)
config/        → Configuration (categories.json)
exports/       → Generated CSV files
logs/          → Application logs

See DIRECTORY_STRUCTURE.md for details.

Tools

Environment Variables

EXPENSE_TRACKER_DB_PATH=/path/to/expenses.db          # Database location
EXPENSE_TRACKER_CONFIG_PATH=/path/to/categories.json  # Config location

Technology Stack

• Python 3.12+

• FastMCP 3.4.7+ - MCP server framework

• aiosqlite - Async SQLite

• asyncio - Async I/O

Deployment

Local: uv run python main.py

Docker:

docker build -t expense-tracker .
docker run -v expense_data:/data expense-tracker

Horizon: See HORIZON_SETUP.md

License

MIT