💸 Expense Tracker MCP Server

A professional Model Context Protocol (MCP) server designed to help you track, analyze, and optimize your personal finances. This server provides tools to add expenses, list transactions, and generate detailed financial summaries with Indian Rupee (₹) support and strategic advice.

🚀 Features

• Add Expenses: Easily log expenses with categories, dates, and notes.

• Tabular Summaries: Professional reports in tabular format showing counts, totals, and percentages.

• Financial Advice: Strategic solutions tailored to your spending habits (Needs vs. Wants).

• Visual Graphs: Built-in support for Mermaid.js charts and Matplotlib PNG graphs for visual distribution.

• INR Support: All financial values are formatted in Indian Rupees (₹).

🛠️ Installation

1. Clone the Repository

git clone https://github.com/your-username/expense-tracker.git
cd expense-tracker

2. Install Dependencies (Recommended: uv)

If you have uv installed, simply run:

uv sync

Alternatively, using standard pip:

python -m venv .venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate
pip install -r requirements.txt

🖥️ Usage

Running the Server

If using uv, you can run the server directly:

uv run main.py

Otherwise, use python:

python main.py

Claude Desktop Integration

To use this with Claude Desktop, add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "Expense Tracker": {
      "command": "uv",
      "args": ["--directory", "C:/path/to/expense-tracker", "run", "main.py"]
    }
  }
}

Note: Replace C:/path/to/ with the actual absolute path to your project directory.

📂 Project Structure

• main.py: The core MCP server implementation.

• expenses.db: SQLite database for persistent storage.

• requirements.txt: List of Python dependencies.

• pyproject.toml: Project configuration for tools like uv.

🧠 Smart Tools

• add_expense: Add a new expense record.

• list_expenses: Retrieve transactions within a date range.

• summarize: Get a detailed financial report with graphs and advice.

• categories: List all supported expense categories.

⚖️ License

MIT