Expense Tracker MCP Server

Instructions

Implementation Reference

• main.py:88-110 (handler)

  The implementation of the 'summarize' MCP tool which queries a SQLite database to aggregate expenses by category.

  @mcp.tool()
  def summarize(start_date, end_date, category=None):
      """
      Summarize expenses by category within the inclusive date range.
      Returns list of {"category": ..., "total": ...} ordered by total descending.
      """
      try:
          with sqlite3.connect(DB_PATH) as conn:
              params = [start_date, end_date]
              query = """
                  SELECT category, SUM(amount) as total
                  FROM expenses
                  WHERE date BETWEEN ? AND ?
              """
              if category:
                  query += " AND category = ?"
                  params.append(category)
  
              query += " GROUP BY category ORDER BY total DESC"
              cursor = conn.cursor()
              cursor.execute(query, params)
              cols = [desc[0] for desc in cursor.description]
              return {"status": "ok", "summary": [dict(zip(cols, row)) for row in cursor.fetchall()]}