Firefly III MCP Server
Provides tools for managing personal finances in Firefly III, including creating and tracking transactions (withdrawals, deposits, transfers), managing accounts, categories, budgets, and tags, with support for querying balances and financial history.
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., "@Firefly III MCP ServerI spent $45 on groceries at Trader Joe's"
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.
Firefly III MCP Server
An MCP (Model Context Protocol) server that gives Claude full access to your Firefly III personal finance instance. Talk to Claude in natural language to record expenses, check balances, manage budgets, and more.
Features
Transactions: Create, list, search, update, and delete transactions (withdrawals, deposits, transfers)
Accounts: Manage asset, expense, revenue, liability, and cash accounts
Categories: Organize transactions with categories
Budgets: Create and manage budgets with auto-budget support
Tags: Label transactions with flexible tags
Prerequisites
Node.js >= 18
A running Firefly III instance
A Personal Access Token (PAT) from your Firefly III instance
Getting Your PAT
Log into your Firefly III instance
Go to Options → Profile → OAuth
Under Personal Access Tokens, create a new token
Copy the token — you'll need it for configuration
Installation
Via npm (recommended)
npm install -g firefly-iii-mcp-serverFrom source
git clone https://github.com/przbadu/firefly-iii-mcp-server.git
cd firefly-iii-mcp-server
npm install
npm run buildConfiguration
Claude Desktop
Edit your Claude Desktop config file:
macOS:
~/Library/Application Support/Claude/claude_desktop_config.jsonWindows:
%APPDATA%\Claude\claude_desktop_config.json
Using the npm-installed binary:
{
"mcpServers": {
"firefly-iii": {
"command": "firefly-iii-mcp-server",
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}Or using npx (no global install needed):
{
"mcpServers": {
"firefly-iii": {
"command": "npx",
"args": ["-y", "firefly-iii-mcp-server"],
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}Claude Code CLI
claude mcp add firefly-iii \
-e FIREFLY_III_URL=https://your-firefly-instance.example.com \
-e FIREFLY_III_PAT=your-personal-access-token-here \
-- npx -y firefly-iii-mcp-serverOr add it to your .claude/settings.json:
{
"mcpServers": {
"firefly-iii": {
"command": "npx",
"args": ["-y", "firefly-iii-mcp-server"],
"env": {
"FIREFLY_III_URL": "https://your-firefly-instance.example.com",
"FIREFLY_III_PAT": "your-personal-access-token-here"
}
}
}
}Usage Examples
Once configured, just talk to Claude naturally:
Recording Transactions
"I spent $45.50 at Trader Joe's on groceries today"
"Record a $2,500 salary deposit from my employer into my checking account"
"Transfer $500 from Checking to Savings"
Querying
"Show me all my transactions from last week"
"How much did I spend on restaurants this month?"
"What's the balance of my checking account?"
Managing Finances
"Create a monthly grocery budget of $600"
"List all my expense categories"
"Tag my last 3 restaurant transactions as 'business meals'"
Available Tools
Tool | Description |
| Create withdrawal, deposit, or transfer |
| List transactions with filters |
| Get transaction details by ID |
| Update an existing transaction |
| Delete a transaction |
| Search with Firefly III query syntax |
| Create a new account |
| List accounts by type |
| Get account details |
| Update account properties |
| Delete an account |
| List all categories |
| Create a category |
| Update a category |
| Delete a category |
| List all budgets |
| Create a budget |
| Update a budget |
| Delete a budget |
| List all tags |
| Create a tag |
| Update a tag |
| Delete a tag |
Development
# Watch mode with auto-reload
npm run dev
# Build for production
npm run build
# Run the built server
npm startLicense
MIT
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