ExpenseTracker
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@ExpenseTrackerAdd a $45.75 grocery expense to Food for yesterday."
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.
Expense Tracker
A personal expense tracking tool built with FastMCP that exposes expense management as MCP tools and resources. Expenses are stored locally in a SQLite database (expenses.db).
Features
Add expenses with date, amount, category, subcategory, and notes
List expenses within a date range
Summarize spending by category over any period
Categories resource served from
categories.json(editable without restart)
Related MCP server: Expense Tracker MCP Server
Requirements
Python ≥ 3.14
uv package manager
Installation
uv syncUsage
uv run python main.pyThis starts the MCP server (ExpenseTracker). Connect an MCP-compatible client (e.g. Claude Desktop) to use the tools:
Tool | Description |
| Add a new expense entry |
| List expenses in a date range |
| Summarize expenses by category |
MCP Resource
URI | Description |
| Returns available categories as JSON |
Project Structure
.
├── main.py # MCP server entry point
├── categories.json # Expense category definitions
├── expenses.db # SQLite database (created on first run)
├── src/expense_tracker/ # Package source
├── pyproject.toml # Project metadata and dependencies
└── README.mdLicense
MIT
Available Tools
3 toolsadd_expenseC
Add a new expense entry to the database.
| Name | Required | Description | Default |
|---|---|---|---|
| date | Yes | ||
| note | No | ||
| amount | Yes | ||
| category | Yes | ||
| subcategory | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full burden of behavioral disclosure. It states that an entry is added, but does not disclose validation behavior, duplicate handling, side effects, required-field enforcement, or what happens after a successful add.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single, direct sentence with virtually no filler. It could be considered slightly under-specified, but as far as conciseness and structure go, it is efficient and easy to parse.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a 5-parameter create operation with no annotations, no output schema, and no schema descriptions, this is not a complete definition. The description misses parameter details, input formats, result/error behavior, and any explicit differentiation from sibling tools.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, and the description does not compensate by explaining any of the parameters. The agent must rely entirely on parameter names like date, amount, category, subcategory, and note, with no type, format, or semantic guidance.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the operation: 'Add a new expense entry to the database.' It uses a specific verb and resource, and the action is distinct from the sibling tools list_expenses and summarize, though it does not explicitly name them.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is provided about when to use this tool versus list_expenses or summarize outside of the obvious 'add' intent. There are no prerequisite conditions, exclusions, or alternative routing hints.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
list_expensesA
List expense entries within an inclusive date range.
| Name | Required | Description | Default |
|---|---|---|---|
| end_date | Yes | ||
| start_date | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
With no annotations, the description carries the full behavioral burden. It clearly identifies a read operation and the inclusive date-range boundary, but does not mention pagination, ordering, or the returned fields. This is adequate but not rich.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
A single sentence front-loads the verb, resource, and main constraint. There is no filler or redundant restating of the tool name.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple two-parameter list tool, the description covers the core action and range semantics. However, the lack of an output schema and absence of return-shape or date-format guidance leaves some ambiguity for an agent invoking the tool.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It adds the key semantic that the range is inclusive, but it does not specify the expected date format or confirm how each parameter maps beyond their names.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('List') and resource ('expense entries'), and adds a clear scope (inclusive date range). This distinguishes it from siblings 'add_expense' (create) and 'summarize' (aggregate).
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The intended use is implied by the name and siblings, but there is no explicit statement about when to choose this over 'summarize' or how it relates to 'add_expense'. No exclusions or alternative routing are provided.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
summarizeA
Summarize expenses by category within an inclusive date range.
| Name | Required | Description | Default |
|---|---|---|---|
| category | No | ||
| end_date | Yes | ||
| start_date | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the behavioral burden. It discloses that the date range is inclusive, which is useful, but it does not mention whether the operation is read-only, what metrics are returned, or how categories with no expenses are handled.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single front-loaded sentence with no redundancy or filler. Every word contributes to the tool's core behavior.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a three-parameter summarization tool, the description gives the essential operation but leaves gaps. With no annotations and no output schema, it should say more about the return shape, optional category behavior, and what 'summarize' actually computes.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema provides no descriptions for any parameter (0% coverage), so the description must compensate. It adds meaning by connecting category to grouping and start_date/end_date to an inclusive range, but it does not clarify whether category is a filter or required grouping key, nor the expected date format.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description states a specific verb ('summarize') and resource ('expenses'), and adds the grouping dimension (by category) and date range scope. This clearly distinguishes it from the sibling tools add_expense and list_expenses.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The intended use is implied: summarize rather than add or list expenses. However, there is no explicit guidance about when to prefer this tool over list_expenses or what scenarios it is not suited for, leaving some inference to the agent.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.
3 tool updates
v0.1.0- First observed
add_expense - First observed
list_expenses - First observed
summarize
TDQS
Each tool has a clearly distinct purpose: adding an entry, listing entries, and summarizing entries. There is no overlap or ambiguity between them.
The naming follows a verb_noun pattern with add_expense and list_expenses, but summarize breaks the pattern by omitting the noun. This is a minor inconsistency that does not harm usability.
Three tools is well-scoped for a simple expense tracking server. Each tool serves a core function, and the count feels neither bloated nor thin.
The server supports creating and reading expenses, but lacks update and delete operations. While summarizing adds value, the missing CRUD capabilities represent a notable gap in the tool surface.
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
Related MCP Connectors
- ManiloOAuthapp.ledgy.api
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
- ManiloOAuthapp.manilo
Log, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.
Log, query, and edit expenses, budgets, and accounts in Ledgy from any MCP-compatible AI assistant.
Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
Related MCP Servers
- FlicenseNot gradedqualityDmaintenanceEnables users to track personal expenses through natural language interactions with comprehensive category support and financial summaries. Provides both local and remote MCP server options with SQLite storage for fast expense management operations.-
- FlicenseBqualityDmaintenanceEnables users to add, list, and summarize expenses, and exposes expense categories as a resource.3-
- FlicenseAqualityCmaintenanceMCP server for managing personal expenses, enabling users to add, list, and summarize expenses by category, with data stored in a local SQLite database.3-
- FlicenseNot gradedqualityCmaintenanceBackend MCP server for the Expenses Tracker app, providing APIs to record, retrieve, and report expenses.-
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