expense-mcp
README.md
# expense-mcp
A minimal [FastMCP](https://github.com/jlowin/fastmcp) server that exposes demo tools for arithmetic and dice rolls. Use it to learn MCP wiring with Claude Desktop or other MCP clients.
## Requirements
- Python **3.13+** (see `.python-version` / `pyproject.toml`)
- [uv](https://docs.astral.sh/uv/) for environments and dependency management
## Setup with uv (step by step)
Follow these in order on a machine that does not have the project set up yet.
### 1. Install uv
Pick the [official installer](https://docs.astral.sh/uv/getting-started/installation/) for your OS. Common one-liners:
**Windows (PowerShell):**
```powershell
irm https://astral.sh/uv/install.ps1 | iex
```
**macOS / Linux:**
```bash
curl -LsSf https://astral.sh/uv/install.sh | sh
```
Close and reopen the terminal (or reload your shell profile) so `uv` is on your `PATH`.
### 2. Confirm uv
```bash
uv --version
```
### 3. Get the code
Clone the repository and move into it (use your real clone URL or path):
```bash
git clone <repository-url> expense-mcp
cd expense-mcp
```
If you already have the folder unpacked, just `cd` to the repo root (where `pyproject.toml` lives).
### 4. (Optional) Install a matching Python with uv
If you do not have Python 3.13 available, uv can fetch one:
```bash
uv python install 3.13
```
The repo’s `.python-version` pins **3.13**; `uv sync` will respect that when creating the environment.
### 5. Create the virtual environment and install dependencies
From the repo root:
```bash
uv sync
```
This will:
- Create `.venv` if it is missing (or update it to match the lockfile)
- Install packages from `pyproject.toml` using versions from `uv.lock`
If you prefer to create the venv yourself first (optional):
```bash
uv venv --python 3.13
uv sync
```
### 6. (Optional) Activate the virtual environment
You do **not** need activation if you always use `uv run …` (recommended). To activate:
- **Windows (PowerShell):** `.venv\Scripts\Activate.ps1`
- **Windows (cmd):** `.venv\Scripts\activate.bat`
- **macOS / Linux:** `source .venv/bin/activate`
### 7. Verify the install
```bash
uv run fastmcp --version
uv run python --version
```
You should see a FastMCP version and Python 3.13.x.
### Quick reference (after setup)
| Goal | Command |
| ---------------------------- | -------------------------- |
| Reinstall deps from lockfile | `uv sync` |
| Add a new dependency | `uv add <package>` |
| Refresh `uv.lock` after editing `pyproject.toml` | `uv lock` |
| Run a one-off command in the project env | `uv run <command>` |
## Run the server
**Development / inspector** (useful for debugging tools in the browser):
```bash
uv run fastmcp dev inspector main.py
```
**Production-style run** (stdio transport for MCP clients):
```bash
uv run fastmcp run main.py
```
**Direct Python** (stdio, same entry as `if __name__ == "__main__"`):
```bash
uv run python main.py
```
## Tools (API)
Defined in `main.py`:
| Tool | Description |
| ------------------ | ------------------------------------------------ |
| `roll_dice` | Rolls `n_dice` six-sided dice; returns integers. |
| `add_numbers` | `a + b` |
| `subtract_numbers` | `a - b` |
| `multiply_numbers` | `a * b` |
Docstrings on each function are what MCP clients show as tool descriptions.
## Install into Claude Desktop
```bash
uv run fastmcp install claude-desktop main.py
```
Then:
1. **Restart** Claude Desktop fully (quit the app, not only the window).
2. In settings, ensure the **expense-mcp** (or similarly named) server is **enabled**.
3. If the install command errors (especially on Windows), see [Claude Desktop: config path / install fails](#claude-desktop-config-path-or-install-fails-windows-store-and-paths).
## Troubleshooting
Use this section when something fails or behaves unexpectedly. Work from the top of each subsection that matches your symptom.
### uv and Python
| Symptom | What to try |
| ------- | ----------- |
| `uv` is not recognized | Install uv (see [Setup](#setup-with-uv-step-by-step)), then **restart the terminal**. Confirm install docs for your OS put `uv` on `PATH`. |
| `uv sync` fails or wrong Python | Run `uv python install 3.13`, then `uv sync` again from the **repo root** (folder that contains `pyproject.toml`). |
| Packages seem missing | From repo root: `uv sync`. Prefer `uv run <command>` so the project `.venv` is used; avoid mixing in a global `python` without the venv. |
| “No `pyproject.toml`” or wrong deps | `cd` to the repository root before `uv sync` / `uv run`. |
### Windows: PowerShell and scripts
| Symptom | What to try |
| ------- | ----------- |
| Running `.venv\Scripts\Activate.ps1` fails (“running scripts is disabled”) | For your user only: `Set-ExecutionPolicy -Scope CurrentUser RemoteSigned` in PowerShell, then retry. Or use **cmd** and `.\venv\Scripts\activate.bat`. |
| Activation not needed | Using `uv run …` from the repo root avoids activation entirely. |
### Server / dev inspector
| Symptom | What to try |
| ------- | ----------- |
| `ModuleNotFoundError` or wrong `fastmcp` | Run with `uv run` (e.g. `uv run fastmcp dev inspector main.py`), not a system-wide `python` that never had deps installed. |
| Inspector / dev command errors | Run from **repo root**; pass `main.py` or a path that exists. If a port is busy, close other inspector sessions or see FastMCP docs for port options. |
| Stdio server exits immediately | In a terminal: `uv run fastmcp run main.py` or `uv run python main.py` and read the traceback. Fix any import or config error before wiring Claude again. |
### Claude Desktop: MCP does not connect or server errors
| Symptom | What to try |
| ------- | ----------- |
| Server disabled | Settings → MCP: turn **on** the expense-mcp entry; restart Claude. |
| Wrong working directory | The MCP process must run with **`cwd`** (or equivalent) set to this repo so `main.py` and `.venv` resolve. Re-run `uv run fastmcp install claude-desktop main.py` or edit `claude_desktop_config.json` so the launched command’s working directory is the project root. |
| `uv` not found when Claude starts | Use the **full path** to `uv.exe` in config, or ensure the user PATH seen by the desktop app includes uv (often differs from your interactive terminal). |
| JSON config mistakes | Open `claude_desktop_config.json` in an editor with JSON validation. One missing comma breaks the whole file. |
**Manual config shape (illustrative)** — names and keys follow your Claude Desktop version; adjust paths:
```json
"mcpServers": {
"expense-mcp": {
"command": "C:\\Users\\you\\AppData\\Local\\Programs\\uv\\uv.exe",
"args": ["run", "fastmcp", "run", "main.py"],
"cwd": "C:\\path\\to\\expense-mcp"
}
}
```
On macOS/Linux use forward slashes and typical `uv` location from `which uv`. Re-installing via `fastmcp install` is usually easier than hand-editing.
### Claude Desktop: config path or install fails (Windows Store and paths)
**Classic path (many installers):** `%APPDATA%\Claude` (contains `claude_desktop_config.json`).
**Microsoft Store build** often uses:
`%LOCALAPPDATA%\Packages\Claude_<id>\LocalCache\Roaming\Claude`
If `fastmcp install claude-desktop` says Claude has no config folder or cannot find it:
1. **Environment variable** — set the directory that **actually** holds `claude_desktop_config.json` (names depend on FastMCP version):
- `FASTMCP_CLAUDE_DESKTOP_CONFIG_DIR`, or
- `CLAUDE_DESKTOP_CONFIG_DIR`
Then run `uv run fastmcp install claude-desktop main.py` again in the same terminal session.
2. **Patch in `.venv` (advanced)** — Patching `fastmcp\cli\install\claude_desktop.py` under `.venv` can teach the installer to scan `Packages\Claude_*\LocalCache\Roaming\Claude`. **Any later `uv sync` or fresh venv removes that patch** — re-apply or use option 1 or 3.
3. **Directory junction** — If `%APPDATA%\Claude` does **not** already exist as a real folder, junction it to the Store path (adjust `<your-id>`; may need an elevated **cmd**):
```cmd
mklink /J "%APPDATA%\Claude" "%LOCALAPPDATA%\Packages\Claude_<your-id>\LocalCache\Roaming\Claude"
```
Then run `uv run fastmcp install claude-desktop main.py` again.
Upstream FastMCP may add first-class support for the Store layout so patching or junctions are unnecessary.
### Assistant answers without using your tools
A normal-looking answer (e.g. “8 + 10 = 18”) **does not** prove the MCP ran. Check for **tool-use** in the UI or force a unique tool.
1. **UI** — Look for a tool / “used …” step, not only the final message.
2. **Explicit instruction** — e.g. “Use the `add_numbers` tool from expense-mcp for 8 and 10 and state that you used the tool.”
3. **Unique tool** — e.g. “Call `roll_dice` with `n_dice=4`.” Matching tool name and die results implicates this server (unless another MCP defines the same tool name).
4. **Proof tool** — Add a tiny tool in `main.py` that returns a string only this project would emit; call it once and compare the tool output.
### Patches or local edits under `.venv` disappeared
Anything changed only inside `.venv` (including hand-patched FastMCP files) is **replaced** when you run `uv sync`, delete `.venv`, or reinstall deps. Prefer env vars, junctions, or documented config over long-lived venv edits; otherwise re-apply the patch after each sync.
## Project layout
| Path | Role |
| -------------- | --------------------------- |
| `main.py` | FastMCP server and `@mcp.tool` definitions |
| `pyproject.toml` | Package metadata and dependencies |
| `uv.lock` | Locked dependency versions |
TDQS
A4.5/5.0
Scored across 3 tools
Disambiguation5/5
Each tool has a distinct purpose: adding an expense, listing expenses by date range, and summarizing spending by category. There is no overlap or ambiguity.
Naming Consistency5/5
All tool names follow a consistent verb_noun pattern using snake_case (add_expense, list_expenses, summarize). The pattern is predictable and clear.
Tool Count5/5
With 3 tools, the server is well-scoped for its purpose of basic expense tracking. The count is neither too few nor too many for the apparent domain.
Completeness4/5
The tool surface covers adding, listing, and summarizing expenses, which covers core use cases. However, it lacks update and delete operations, which are minor gaps for complete lifecycle management.
Maintenance
ActivityInactive
ResponsivenessNo issues