Click on "Deploy 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., "@expense-mcp show my expenses for this month"
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.
Personal Expense Tracker as an MCP Server — works with Claude Desktop, Cursor, nanobot, Windsurf, and any MCP-compatible client.
📝 Track expenses & income with categories and descriptions
📊 Spending summaries — today, week, month, year
💳 Budget management — set limits per category, get alerts at 80%/100%
🎯 Savings goals — create goals, track progress with visual bars
📈 Spending insights — top categories, daily averages, biggest days
🗑️ Safe deletion — Pydantic-based elicitation for confirmation
🔄 Dual transport — stdio (local) + streamable HTTP (remote)
Related MCP server: expense-tracker-mcp-server
# with uv (recommended)
uv pip install git+https://github.com/justfsl50/expense-mcp.git
# with pip
pip install git+https://github.com/justfsl50/expense-mcp.git
# from source
git clone https://github.com/justfsl50/expense-mcp.git
cd expense-mcp
pip install -e .Add to %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (Mac):
{
"mcpServers": {
"expense-mcp": {
"command": "uv",
"args": ["run", "expense-mcp"],
"env": {
"DATABASE_URL": "sqlite:///expenses.db",
"CURRENCY": "₹",
"DEFAULT_USER": "me"
}
}
}
}Same config — paste into MCP settings under the respective app.
{
"mcp": {
"servers": [{
"name": "expense-mcp",
"command": "uv run expense-mcp"
}]
}
}python server.py http
# Server runs at http://127.0.0.1:8000/mcpVariable | Default | Description |
|
| SQLite or PostgreSQL URL |
|
| Currency symbol |
|
| User ID for multi-user setups |
PostgreSQL example:
DATABASE_URL=postgresql://user:pass@localhost:5432/expensesTool | Description | Read-only |
| Save expense or income | ❌ |
| Filter by text, date, category, amount | ✅ |
| today / week / month / year totals | ✅ |
| Delete with Pydantic confirmation prompt | ❌ |
| Spending patterns and top categories | ✅ |
| Set monthly category budget | ❌ |
| View budgets with usage % | ✅ |
| Create savings goal | ❌ |
| Add money toward goal | ❌ |
| View goals with progress bars | ✅ |
URI | Description |
| Current month summary |
| This month's budgets |
| All savings goals |
Prompt | Title | Description |
| Monthly Review | Start a full month spending review |
| Budget Setup | Auto-suggest budgets from history |
| Savings Plan | Create a plan for a savings goal |
Just talk naturally in any MCP client:
"spent 500 on groceries"
"show food expenses this week"
"how much did I spend last month?"
"set food budget to 5000"
"am I within budget?"
"save 1000 toward my iPhone goal"
"give me spending insights"
"delete expense #12"MCP SDK v1.26.0 with FastMCP + json_response=True
Typed lifespan — DB engine managed via AppContext dataclass
SQLAlchemy 2.0 — DeclarativeBase, sessionmaker
Pydantic v2 — input validation, elicitation schemas
Tool annotations — readOnlyHint, destructiveHint, idempotentHint
Context logging — ctx.info(), ctx.warning() in tools
expenses — id, user_id, amount, category, description, type, date, source, created_at
budgets — id, user_id, category, amount, month
goals — id, user_id, name, target, saved, deadlineMIT — free to use, modify, and distribute.
Get all budgets and current spending for this month.
Returns: Formatted budget list with usage percentages and status indicators.
Inputs: no named parameters. Returns: result
Set or update a monthly budget for a spending category.
Args: params: BudgetInput with category, amount, and optional month.
Returns: Confirmation of budget set.
Inputs: params (required). Returns: result
Save a new expense or income transaction.
Args: params: AddExpenseInput with amount, category, description, type, date.
Returns: Confirmation string with saved details and optional budget alert.
Inputs: params (required). Returns: result
Permanently delete an expense by ID. Asks for confirmation first.
Args: expense_id: The ID of the expense to delete (from expense_search results).
Returns: Confirmation or cancellation message.
Inputs: expense_id (required). Returns: result
Get spending patterns and insights for the current month.
Returns: Key spending metrics: top category, daily average, biggest day, anomalies.
Inputs: no named parameters. Returns: result
Search and filter expenses with flexible criteria.
Args: params: SearchInput with optional query, category, dates, amounts, type, limit.
Returns: Formatted list of matching transactions with total.
Inputs: params (required). Returns: result
Get spending summary for a time period.
Args: period: 'today', 'week', 'month', or 'year'.
Returns: Summary with totals, balance, and category breakdown.
Inputs: period. Returns: result
Create a new savings goal.
Args: params: GoalInput with name, target amount, and deadline.
Returns: Confirmation of goal creation.
Inputs: params (required). Returns: result
Get all savings goals with progress bars.
Returns: Formatted list of goals with progress and deadline.
Inputs: no named parameters. Returns: result
Add money toward a savings goal.
Args: params: UpdateGoalInput with goal name and amount to add.
Returns: Updated goal progress.
Inputs: params (required). Returns: result
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Scored across 10 tools
Each tool has a distinct purpose: budgeting, expenses, and goals are clearly separated. Even similar tools like expense_summary and expense_insights provide different outputs (summary vs. patterns), so no confusion.
All tools follow a consistent verb_noun pattern using snake_case, e.g., expense_add, goal_list, budget_set. The naming conventions are uniform across the entire set.
10 tools cover the three main domains (budgets, expenses, goals) without being excessive. Each tool contributes a necessary operation, making the set well-scoped for an expense management server.
The tool surface covers core CRUD operations for expenses (add, delete, search) and goals (create, list, update), but misses an expense update tool. Budgets have list and set, which covers creation and reading, but no delete. Minor gaps exist.
Log, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.
Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
Personal finance: log expenses in plain language, track accounts, budgets and spending
