How do I use budget-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@budget-mcp Add a $35 expense for lunch under Dining" 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.

budget-mcp

by PedroLiu1999

Overview Schema Related Servers Score Discussions

Python

💰 Personal Budget MCP Server

A lightweight Model Context Protocol (MCP) server for managing personal finances. Built with Python, FastMCP, SQLAlchemy, SQLite, and PostgreSQL, this server empowers any MCP-compatible LLM client to securely log transactions, manage category libraries, and analyze budgets.

✨ Features

Local & Cloud Storage: Runs with zero setup using local SQLite (in-memory or file-based data/budget.db), or seamlessly connects to cloud PostgreSQL providers like Neon DB.
Interactive Budget Dashboard: Built-in UI application providing visual category pie charts and searchable transaction data tables via prefab-ui.
Zero-Friction Package Management: Powered by uv for reproducible, lightning-fast dependency resolution.
Universal MCP Compatibility: Connects with Claude Desktop, Claude Code, Cursor, Goose, Horizon, Open WebUI, and any other MCP host.

Related MCP server: ExpenseTracker MCP Server

🛠 Available Tools

Tool Name	Description	Arguments
`budget_dashboard`	Interactive UI app providing a category breakdown chart and searchable transaction data table.	`search` (optional str)`month` (optional str: 'YYYY-MM')`type` (optional str: 'income' or 'expense')`limit` (optional int, default 100)
`spending_trends`	Interactive UI app plotting spending over time with a continuous category line chart, data granularity toggle (month/week/day), date range slider, and searchable data table.	`granularity` (optional str: 'month'
`add_transaction`	Logs one or multiple income or expense transactions (supports single items or batch `items` list).	`items` (optional list of dicts for batch insertion)`amount` (optional float)`category_id` (optional int)`description` (optional str)`type` (optional str: 'expense'
`get_summary`	Retrieves an aggregated financial summary (income, expense, net balance, and optional category breakdown).	`month` (optional str: 'YYYY-MM')`start_date` (optional str: 'YYYY-MM-DD')`end_date` (optional str: 'YYYY-MM-DD')`category_id` (optional int)`type` (optional str: 'income' or 'expense')`by_category` (optional bool, default False)
`get_transactions`	Retrieves detailed transaction records based on filter criteria.	`category_id` (optional int)`type` (optional str: 'income' or 'expense')`month` (optional str: 'YYYY-MM')`start_date` (optional str: 'YYYY-MM-DD')`end_date` (optional str: 'YYYY-MM-DD')`min_amount` (optional float)`max_amount` (optional float)`search` (optional str)`limit` (optional int, default 50)
`get_uncategorized_transactions`	Retrieves uncategorized transactions sorted by description for bulk importing and systematic categorization.	`type` (optional str: 'income' or 'expense')`search` (optional str)`limit` (optional int, default 100)
`update_transaction`	Updates one or multiple existing transactions (supports single ID or batch `items` list).	`items` (optional list of update dicts)`transaction_id` (optional int)`amount` (optional float)`category_id` (optional int)`description` (optional str)`type` (optional str)`date` (optional str: 'YYYY-MM-DD')
`delete_transaction`	Removes one or multiple transactions by ID (supports single ID or `transaction_ids` list).	`transaction_ids` (int or list of ints)
`list_categories`	Lists active categories in the category library.	`type` (optional str: 'expense' or 'income')
`add_category`	Adds one or multiple categories to the category library (supports single item or batch `items` list).	`items` (optional list of category dicts)`name` (optional str)`type` (optional str: 'expense'
`update_category`	Updates an existing category's properties.	`category_id_or_name` (str)`new_name` (optional str)`type` (optional str)`description` (optional str)
`delete_category`	Removes one or multiple categories from the library (supports single ID/name or `category_ids_or_names` list).	`category_ids_or_names` (str, int, or list)`reassign_to_category_id` (optional int)

⚙️ Database Setup & Configuration

Database settings are configured via the DATABASE_URL environment variable (defined in a .env file or environment settings).

1. Local SQLite (Default)

In-Memory (default fallback if DATABASE_URL is omitted):
```
DATABASE_URL=sqlite:///:memory:
```
Local SQLite File:
```
DATABASE_URL=sqlite:///data/budget.db
```

2. Cloud PostgreSQL (Neon DB)

To persist data across cloud deployments, set DATABASE_URL to your Neon DB / PostgreSQL connection string:

DATABASE_URL=postgresql://<user>:<password>@<neon-hostname>/<dbname>?sslmode=require

(Note: Database tables and 15 default category seeds are automatically created on initial server startup.)

☁️ Cloud Deployment (Horizon & Remote Hosts)

When deploying to remote platforms like Horizon (horizon.perfect.io), Docker, or cloud hosts:

Set Environment Variables: In your deployment project settings, set DATABASE_URL to your cloud PostgreSQL database string (e.g., Neon DB):
```
DATABASE_URL=postgresql://user:password@ep-xyz.neon.tech/neondb?sslmode=require
```
Entrypoint: Point your cloud server runner or ASGI container to server.py:mcp or run via fastmcp:
```
fastmcp run server.py:mcp
```
The server automatically initializes database schema tables and seeds default categories upon import on cloud environments.

🔌 Connecting to Local MCP Clients

1. Claude Code (CLI)

claude mcp add budget -- uv run --directory "/absolute/path/to/budget-mcp" server.py

2. Claude Desktop

Add to your claude_desktop_config.json:

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

3. Cursor IDE

In Cursor Settings > Features > MCP, click Add New MCP Server:

Type: command
Name: budget-mcp
Command: uv run --directory "/absolute/path/to/budget-mcp" server.py

🌐 Open WebUI Integration

Connect this stdio server to Open WebUI using mcpo:

# 1. Start the mcpo HTTP proxy
uvx mcpo --port 8000 -- uv run server.py

# 2. In Open WebUI, navigate to Admin Panel > Settings > External Tools
# Add OpenAPI Connection URL: http://localhost:8000 (or http://host.docker.internal:8000 if using Docker)

🧪 Testing & Diagnostics

Run automated tests:

uv run pytest

Manually inspect tools with MCP Inspector:

npx -y @modelcontextprotocol/inspector uv run server.py

📝 License

MIT

This server cannot be installed

license - not found

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

Need Help?

Related Servers

Unclaimed servers have limited discoverability.

Looking for Admin?

If you are the server author, to access and configure the admin panel.

Related MCP Servers

YNAB MCP Server
Finance App Automation
WGDevelopment
A
license
A
quality
D
maintenance
A minimal and auditable MCP server that enables local AI assistants to read and manage YNAB budget data. It supports operations like listing accounts, tracking transactions, and moving money between categories while maintaining user privacy.
Last updated 2026-02-02
9
MIT
ExpenseTracker MCP Server
Finance Databases
samt439
F
license
-
quality
D
maintenance
A lightweight server built with FastMCP and SQLite for managing personal finances. It allows users to add, list, and summarize expenses by category through MCP-compatible clients.
Last updated 2026-03-30
Personal Finance Tracker
Finance Data Visualization
lantip
A
license
-
quality
D
maintenance
A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.
Last updated 2025-06-11
4
Adobe Postscript AFM
ExpenseTracker MCP Server
Finance
axitmakwana45-cloud
F
license
-
quality
B
maintenance
A lightweight MCP server that lets LLM clients track, query, and summarize personal expenses using a local SQLite database.
Last updated 2026-07-17

View all related MCP servers

Related MCP Connectors

gainium-mcp
MCP server for Gainium — manage trading bots, deals, and balances via AI assistants
hithereiamaliff-mcp-nextcloud
A comprehensive Model Context Protocol (MCP) server that enables AI assistants to interact with yo…
TokenOracle
Hosted MCP server for LLM cost estimation, model comparison, and budget-aware routing.

View all MCP Connectors

Latest Blog Posts

Who's Calling? MCP Hosts Are an Identity Blind Spot (And the Spec Knows It)
By Om-Shree-0709 on July 25, 2026.
mcp
Agent Identity
OAuth 2.1
Your AI Chatbot Just Exposed Your CEO's Salary to an Intern
By Om-Shree-0709 on July 2, 2026.
Agent Identity
MCP Security
OAuth Delegation
Why MCP Servers Need Execution Sandboxing (And Why Your Current Stack Isn't Enough)
By Om-Shree-0709 on June 30, 2026.
Agentic Ai
Prompt Injection
WebAssembly

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/PedroLiu1999/budget-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server