Expense Tracker MCP Server

A Model Context Protocol (MCP) server for tracking, categorizing, and summarizing personal & business expenses. Built with Python, FastMCP, and SQLite.

Features

• Add Expenses (add_expense): Log date, amount, category, subcategory, and optional notes.

• List Expenses (list_expenses): Fetch expense logs within a specified date range.

• Summarize Expenses (summarize): Aggregated totals grouped by category (or filter by specific category).

• Categories Resource (expense://categories): Dynamic access to preset expense categories and subcategories.

Prerequisites

• Python 3.12+

• uv (recommended) or pip

Setup & Running

1. Clone the Repository:

   git clone https://github.com/<YOUR_USERNAME>/expense-tracker-mcp-server.git
   cd expense-tracker-mcp-server

2. Install Dependencies:

   uv sync

3. Run the MCP Server:

   uv run main.py

MCP Client Configuration

Claude Desktop Configuration

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/expense-tracker-mcp-server",
        "run",
        "main.py"
      ]
    }
  }
}

License

MIT