Finance Intelligence MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| DATABASE_URL | Yes | PostgreSQL connection URL (e.g., from Supabase) |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
| logging | {} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| extensions | {
"io.modelcontextprotocol/ui": {}
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| add_expenseC | Add an expense to the database. |
| list_expensesA | List all expenses from the database within a date range (inclusive). If the list contains more than 50 items, it truncates the inline results to the first 50 and exports the full dataset to a downloadable CSV spreadsheet. |
| expense_breakdownA | Summarize and breakdown expenses by columns or time units within a date range. |
| delete_expensesA | Delete expenses matching the provided filters. At least one filter must be provided to prevent accidental deletion of all records. All provided filters are combined using AND. |
| update_expensesA | Update expenses matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND. |
| create_budgetA | Create one or more budget tracking limits. You can either pass single budget parameters or a list of budget dicts in 'budgets'. |
| list_budgetsA | List all budgets matching the optional filters. All provided filters are combined using AND. |
| update_budgetsA | Update budgets matching the target filters with the specified values. At least one target filter and one update value must be provided. All provided filters are combined using AND. |
| delete_budgetsA | Delete budgets matching the target filters. At least one target filter must be provided. All provided filters are combined using AND. |
| compare_budget_vs_expensesA | Get the real-time spending status compared against active budgets on a given reference date. All provided filters are combined using AND. |
| expense_summaryA | Generate an analytical expense summary with a rich Matplotlib chart. At least one grouping dimension ('period' or 'group_by') is recommended. |
| financial_health_scoreC | Calculate a deterministic financial health score and feedback metrics. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| resources | Read Fresh each time so you can edit the file without restarting |
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