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Shivam0176

Expense Tracker MCP Server

by Shivam0176

πŸ’° Expense Tracker MCP Server

A Model Context Protocol (MCP) server that enables Claude to seamlessly manage, track, and analyze your personal expenses. By connecting this server to your Claude client, you can simply tell Claude to log purchases, ask for monthly summaries, and identify your spending habits using natural language.

✨ Features

  • Natural Language Entry: Tell Claude "I just spent β‚Ή15 on coffee" and let the server handle the categorization and data entry.

  • Detailed Analytics: Ask Claude to calculate your monthly totals, compare spending by category, or find specific past expenses.

  • Secure & Local: Expenses are stored locally (in a SQLite database), meaning your financial data doesn't leave your machine unless you share it in chat.

  • Fully MCP Compliant: Seamlessly integrates with Claude Desktop and other MCP-compatible clients.


Related MCP server: Expense Tracker MCP Server

πŸ› οΈ Prerequisites

  • Python 3.10+

  • Claude Desktop App installed on your machine.


πŸš€ Installation

  1. Clone the repository:

    git clone [https://github.com/Shivam0176/Expense-Tracker-MCP-Server.git](https://github.com/Shivam0176/Expense-Tracker-MCP-Server.git)
  2. Install dependencies:

    Python: pip install -r requirements.txt

πŸ”Œ Connecting to Claude

To use this server with Claude Desktop, you need to update your Claude configuration file.

  1. Open your Claude Desktop configuration file:

    • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

    • Windows: %APPDATA%\Claude\claude_desktop_config.json

  2. Add the expense-tracker server to the mcpServers object:

    {
      "mcpServers": {
        "expense-tracker": {
          "command": "node",
          "args": [
            "/absolute/path/to/expense-tracker-mcp/build/index.js"
          ]
        }
      }
    }

    Note: Make sure to replace /absolute/path/to/... with the actual absolute path to the compiled server file on your machine. If you are using Python, the command would be "python" or "uv" and the arg would point to your python script.

  3. Restart Claude Desktop for the changes to take effect.


🧰 Available Tools

This MCP server exposes the following tools to Claude:

Tool Name

Description

Required Arguments

Optional Arguments

add_expense

Logs a new expense into the database.

amount, category

description, date (defaults to today)

list_expenses

Retrieves a list of expenses.

None

limit, category, start_date, end_date

get_summary

Provides a spending summary by category.

None

month, year

delete_expense

Removes an expense record by its ID.

id

None


πŸ’¬ Example Prompts

Once configured, you can talk to Claude just like a personal accountant:

  • "I just bought groceries at Whole Foods for $85.40."

  • "Can you show me a summary of my expenses for March 2024?"

  • "How much have I spent on the 'Dining Out' category this week?"

  • "Delete the last expense I added for 'Office Supplies'."


F
license - not found
Not graded
quality - not tested
D
maintenance

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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Looking for Admin?

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

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