Expense Tracker MCP Server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Expense Tracker MCP ServerAdd an expense of ₹200 for lunch yesterday."
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Expense Tracker MCP Server
A simple Expense Tracker MCP server built with FastMCP and SQLite.
Features
Add expenses
List expenses by date range
Summarize expenses by category
Expose expense categories as an MCP resource
Compatible with Claude Desktop and MCP Inspector
Related MCP server: expense-tracker-mcp-server
Tech Stack
Python 3.14+
FastMCP 3.4.0
SQLite
Installation
Clone the repository and install dependencies:
uv syncor
uv add fastmcpProject Structure
.
├── main.py
├── expenses.db
├── categories.json
├── pyproject.toml
├── uv.lock
└── README.mdAvailable Tools
add_expense
Add a new expense record.
Parameters:
date
amount
category
subcategory (optional)
note (optional)
Example:
{
"date": "2026-06-01",
"amount": 600,
"category": "transport",
"subcategory": "cab_ride_hailing",
"note": "Cab ride to Delhi"
}list_expenses
List expenses within a date range.
Parameters:
start_date
end_date
summarize
Summarize expenses by category.
Parameters:
start_date
end_date
category (optional)
Available Resources
expense://categories
Returns the contents of categories.json.
Example categories:
food
transport
housing
utilities
health
education
entertainment
shopping
travel
investments
and more
Running the MCP Server
Start the server:
uv run fastmcp run main.pyMCP Inspector
Launch the MCP Inspector for local testing:
uv run fastmcp dev inspector main.pyClaude Desktop Integration
Install the server into Claude Desktop:
uv run fastmcp install claude-desktop main.pyRestart Claude Desktop after installation.
Example Prompts
Add an expense:
Add an expense of ₹600 for a cab ride to Delhi last Sunday.List expenses:
Show all expenses between 2026-06-01 and 2026-06-30.Summarize expenses:
Summarize my expenses for June 2026.Available Tools
3 toolsadd_expenseC
Add a new expense entry to the database.
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| amount | Yes | ||
| category | Yes | ||
| subcategory | No | ||
| note | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden of behavioral disclosure. It states that an entry is added, but does not disclose validation behavior, duplicate handling, side effects, required-field enforcement, or what happens after a successful add.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, direct sentence with virtually no filler. It could be considered slightly under-specified, but as far as conciseness and structure go, it is efficient and easy to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 5-parameter create operation with no annotations, no output schema, and no schema descriptions, this is not a complete definition. The description misses parameter details, input formats, result/error behavior, and any explicit differentiation from sibling tools.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, and the description does not compensate by explaining any of the parameters. The agent must rely entirely on parameter names like date, amount, category, subcategory, and note, with no type, format, or semantic guidance.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the operation: 'Add a new expense entry to the database.' It uses a specific verb and resource, and the action is distinct from the sibling tools list_expenses and summarize, though it does not explicitly name them.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided about when to use this tool versus list_expenses or summarize outside of the obvious 'add' intent. There are no prerequisite conditions, exclusions, or alternative routing hints.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_expensesA
List expense entries within an inclusive date range.
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | Yes | ||
| end_date | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full behavioral burden. It clearly identifies a read operation and the inclusive date-range boundary, but does not mention pagination, ordering, or the returned fields. This is adequate but not rich.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single sentence front-loads the verb, resource, and main constraint. There is no filler or redundant restating of the tool name.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple two-parameter list tool, the description covers the core action and range semantics. However, the lack of an output schema and absence of return-shape or date-format guidance leaves some ambiguity for an agent invoking the tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It adds the key semantic that the range is inclusive, but it does not specify the expected date format or confirm how each parameter maps beyond their names.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('List') and resource ('expense entries'), and adds a clear scope (inclusive date range). This distinguishes it from siblings 'add_expense' (create) and 'summarize' (aggregate).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The intended use is implied by the name and siblings, but there is no explicit statement about when to choose this over 'summarize' or how it relates to 'add_expense'. No exclusions or alternative routing are provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
summarizeA
Summarize expenses by category within an inclusive date range.
| Name | Required | Description | Default |
|---|---|---|---|
| start_date | Yes | ||
| end_date | Yes | ||
| category | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the behavioral burden. It discloses that the date range is inclusive, which is useful, but it does not mention whether the operation is read-only, what metrics are returned, or how categories with no expenses are handled.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single front-loaded sentence with no redundancy or filler. Every word contributes to the tool's core behavior.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a three-parameter summarization tool, the description gives the essential operation but leaves gaps. With no annotations and no output schema, it should say more about the return shape, optional category behavior, and what 'summarize' actually computes.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema provides no descriptions for any parameter (0% coverage), so the description must compensate. It adds meaning by connecting category to grouping and start_date/end_date to an inclusive range, but it does not clarify whether category is a filter or required grouping key, nor the expected date format.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific verb ('summarize') and resource ('expenses'), and adds the grouping dimension (by category) and date range scope. This clearly distinguishes it from the sibling tools add_expense and list_expenses.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The intended use is implied: summarize rather than add or list expenses. However, there is no explicit guidance about when to prefer this tool over list_expenses or what scenarios it is not suited for, leaving some inference to the agent.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
3 tool updates
v0.1.0- First observed
add_expense - First observed
list_expenses - First observed
summarize
TDQS
Scored across 3 tools
Each tool has a clearly distinct purpose: adding, listing, or summarizing expenses. No overlap or ambiguity.
Mostly consistent verb_noun pattern (add_expense, list_expenses), though 'summarize' lacks a direct object, which is a minor deviation.
Three tools is a reasonable scope for a basic expense tracker, covering core operations without being excessive.
Coverage is adequate for adding, listing, and summarizing expenses, but lacks update and delete functionality, leaving notable gaps in lifecycle management.
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Related MCP Connectors
Track expenses, budgets, balances, transfers, and multi-currency reports with OAuth-secured tools.
- ManiloOAuthapp.ledgy.api
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
Log, query, and edit expenses, budgets, and accounts in Ledgy from any MCP-compatible AI assistant.
Log expenses, receipts and mileage from chat: auto-categorise, split VAT, summarise, export, rebill.
Related MCP Servers
- FlicenseNot gradedqualityDmaintenanceEnables users to track expenses by adding, listing, and summarizing them with category support through natural language.-
- AlicenseCqualityCmaintenanceEnables tracking, categorizing, and summarizing personal and business expenses with support for date range queries and category grouping.3MIT
- FlicenseAqualityCmaintenanceStores and manages expenses in SQLite. Enables adding, removing, and listing expenses with filtering, and exposes expense categories via a resource.3-
- FlicenseNot gradedqualityCmaintenanceProvides remote expense management and analysis with CRUD operations and summary reports.-
Latest Blog Posts
- Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)By Om-Shree-0709 on .mcpAgent IdentityOAuth 2.1
- Your AI Chatbot Just Exposed Your CEO's Salary to an InternBy Om-Shree-0709 on .Agent IdentityMCP SecurityOAuth Delegation
- Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)By Om-Shree-0709 on .Agentic AiPrompt InjectionWebAssembly
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/NeelContractor/expense-tracker-mcp-server'
If you have feedback or need assistance with the MCP directory API, please join our Discord server