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

Tech Stack

• Python 3.14+

• FastMCP 3.4.0

• SQLite

Installation

Clone the repository and install dependencies:

uv sync

or

uv add fastmcp

Project Structure

.
├── main.py
├── expenses.db
├── categories.json
├── pyproject.toml
├── uv.lock
└── README.md

Available 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.py

MCP Inspector

Launch the MCP Inspector for local testing:

uv run fastmcp dev inspector main.py

Claude Desktop Integration

Install the server into Claude Desktop:

uv run fastmcp install claude-desktop main.py

Restart 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.