expense-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| CURRENCY | No | Currency symbol | ₹ |
| DATABASE_URL | No | SQLite or PostgreSQL URL | sqlite:///expenses.db |
| DEFAULT_USER | No | User ID for multi-user setups | default |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| expense_addA | 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. |
| expense_searchA | 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. |
| expense_summaryA | Get spending summary for a time period. Args: period: 'today', 'week', 'month', or 'year'. Returns: Summary with totals, balance, and category breakdown. |
| expense_deleteA | 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. |
| budget_setA | Set or update a monthly budget for a spending category. Args: params: BudgetInput with category, amount, and optional month. Returns: Confirmation of budget set. |
| budget_listA | Get all budgets and current spending for this month. Returns: Formatted budget list with usage percentages and status indicators. |
| goal_createA | Create a new savings goal. Args: params: GoalInput with name, target amount, and deadline. Returns: Confirmation of goal creation. |
| goal_updateB | Add money toward a savings goal. Args: params: UpdateGoalInput with goal name and amount to add. Returns: Updated goal progress. |
| goal_listA | Get all savings goals with progress bars. Returns: Formatted list of goals with progress and deadline. |
| expense_insightsA | Get spending patterns and insights for the current month. Returns: Key spending metrics: top category, daily average, biggest day, anomalies. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| monthly_review | Start a monthly expense review session. |
| budget_setup | Set up budgets based on recent spending. |
| savings_plan | Create a savings plan for a specific goal. |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| resource_month_summary | Current month expense summary. |
| resource_budgets | Current month budgets and usage. |
| resource_goals | All savings goals with progress. |
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