Expense Tracker MCP Server

A powerful SQLite-backed expense tracking server built with the Model Context Protocol (MCP). This server allows AI agents (like Claude) to manage your personal finances by adding, deleting, and listing expenses directly from your chat interface.

Features

• Add Expenses: Record new expenses with details like amount, category, description, and date.

• Track History: Maintain a persistent history of all transactions in a local SQLite database.

• Reporting: Generate summaries and list all expenses.

• Management: Delete incorrect entries by ID.

Related MCP server: Expense Tracker MCP Server

Prerequisites

• Python 3.12 or higher

• uv (recommended) or pip

Installation

1. Clone or download this repository.

2. Install dependencies:

uv sync
# OR
pip install -r requirements.txt

Configuration for Claude Desktop

To use this with Claude Desktop, add the following to your config file (%APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "expense-tracker": {
      "command": "path/to/your/python.exe",
      "args": [
        "path/to/finance.py"
      ]
    }
  }
}

Note: It is highly recommended to use absolute paths for both the python executable and the script file to avoid issues.

Usage

Once connected to Claude, you can use natural language to manage your expenses:

• "I spent $50 on groceries at Walmart today."

• "Add a transportation expense of $15 for a taxi ride."

• "Show me my expense report."

• "Delete expense ID 4."

Architecture

• Database: Uses sqlite3 for a lightweight, file-based database (expenses.db) that lives in the same directory as the script.

• MCP Framework: Built using FastMCP for a simple and efficient server implementation.