Wallos MCP
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., "@Wallos MCPwhat subscriptions are due next month, and what's my monthly total?"
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.
Wallos MCP
A remote Model Context Protocol server for Wallos, built with TypeScript and Cloudflare Workers. It exposes subscription-management tools through Streamable HTTP at /mcp.
The current milestone includes read tools and single-record writes (phases 1 and 2). Each deployment connects to one Wallos account.
Tools
Tool | Purpose |
| Available currencies, categories, household members, payment methods, timezone, and reminder-channel status |
| Search and filter records, with snapshot-bound pagination |
| Subscription details and a version digest for subsequent writes |
| The next recorded payment for each active subscription within a date range |
| Scheduled monthly payments or monthly-equivalent costs across all active records |
| Create one record using business-level fields and exact reference resolution |
| Patch ordinary fields while preserving omitted values |
| Activate or deactivate a Wallos tracking record |
| Save a record's reminder toggle and lead time |
Resources: wallos://reference-data and wallos://cost-policy.
Changes affect Wallos records, not provider accounts or actual billing. Saving a reminder does not verify notification delivery. Upcoming payments have next_payment_only coverage; recurring-payment expansion, permanent deletion, auxiliary-data management, and bulk writes are outside this milestone. Administrative settings and automatic logo downloads are not exposed.
Related MCP server: wallet-watch-mcp
Quick start
Use Node.js 24. The supported Node.js versions are listed in package.json. You will also need a running Wallos instance with an account API key.
git clone https://github.com/p3psi-boo/wallos-mcp.git
cd wallos-mcp
npm ci
cp .dev.vars.example .dev.varsEdit .dev.vars with your Wallos installation root, Wallos API key, and a separate MCP Bearer token. Generate the MCP token with:
openssl rand -hex 32Then start the local Worker:
npm run devThe default endpoint is http://localhost:8787/mcp. npm run dev also handles the npm workerd binary's ELF loader on NixOS using a compatible installed glibc loader. An explicit MINIFLARE_WORKERD_PATH takes precedence.
Configuration
Variable | Description | Default |
| Wallos installation root, including any subdirectory | Required |
| API key for the connected Wallos account | Required |
| Independent client Bearer token, at least 32 characters | Required |
| IANA timezone used for business dates |
|
| Upstream timeout, between 100 and 60,000 ms |
|
| Explicitly enable HTTP upstream connections for development |
|
| Comma-separated, exact browser Origin allowlist | Empty |
For a Wallos installation at https://HOST/wallos/, use that root rather than an /api endpoint. HTTP upstream URLs require ALLOW_HTTP_UPSTREAM=true.
The configured MCP token grants access to all nine tools for the connected account. Use separate deployments and tokens for separate accounts. Account identity, upstream credentials, and the upstream root URL are server configuration, not tool arguments. payer_member means a household member, not a Wallos login account. Subscription website URLs are ordinary record fields.
Requests without an Origin header work with desktop and command-line clients. Browser requests require an exact match in ALLOWED_ORIGINS. GET /health reports process liveness only; it does not probe Wallos connectivity.
Deploy to Cloudflare
Set the production timezone and browser Origins in
wrangler.jsonc. Keep the existing Durable Object binding and SQLite migration.Copy
.env.production.exampleto.env.productionand fill in the three production values. The example MCP token must be replaced with a generated token.Log in and deploy:
npm run check
npx wrangler login
npm run deploy -- --secrets-file .env.productionThe deployment command uploads code and secrets together. Local .dev.vars values are not automatically published. The production secrets file is ignored by Git.
The Worker must be able to reach the configured Wallos HTTPS installation root. Durable Object storage is provisioned through the project configuration; no separate database server, KV namespace, or D1 database is needed.
Use the URL printed by Wrangler and append /mcp. Verify the deployed service with:
curl https://HOST/health
MCP_URL=https://HOST/mcp MCP_AUTH_TOKEN=TOKEN npm run smokeFor later deployments, npm run deploy retains existing secrets. You can update a value individually with npx wrangler secret put WALLOS_API_KEY or deploy another secrets file.
Connect an MCP client
Choose Streamable HTTP, set the endpoint to https://HOST/mcp, and send:
Authorization: Bearer TOKENClients that use the following configuration shape can add:
{
"mcpServers": {
"wallos": {
"url": "https://HOST/mcp",
"headers": { "Authorization": "Bearer TOKEN" }
}
}
}Configuration syntax depends on the client. MCP Inspector can use the same endpoint and request header. Add its actual Origin to ALLOWED_ORIGINS when connecting directly from a browser.
Authentication uses a static Bearer token rather than an OAuth flow. The server supports modern MCP requests and stateless 2025 Streamable HTTP compatibility; there is no standalone /sse endpoint. Tool descriptions and business messages currently use Simplified Chinese; tool names and structured field names are English.
Write behavior
All writes require a stable request_id. Updates also require the subscription_id and expected_version returned by the details tool.
{
"subscription_id": "42",
"request_id": "price-update-001",
"expected_version": "OFFSET",
"changes": { "price": { "amount": "25.00", "currency": "CNY" } }
}Replace OFFSET with the returned 64-character version digest. Amounts are decimal strings paired with currency codes. References accept an accessible ID, a unique exact name, or a matching ID/name pair. Ambiguous names return candidates before any write.
Omitted fields remain unchanged. null clears nullable notes, website URLs, category, payer, or payment-method fields. Changing the price does not recalculate the billing period or next payment date. Tracking state and reminders use their dedicated tools. For reminders, an omitted days_before preserves the value, null uses the account default, and 0 means the payment day.
A per-account Durable Object serializes writes and stores the operation ledger. MCP transport itself remains stateless. Repeating the same request returns the recorded result; changing its content returns REQUEST_ID_CONFLICT. A timeout or lost response may return WRITE_OUTCOME_UNKNOWN. Keep the request ID: retries reconcile a known target by reading, rather than resending an uncertain create.
Version checks are best-effort and do not lock writes from the Wallos web interface or guarantee exactly-once execution. Operation records do not expire automatically. Rotating the Wallos API key changes the ledger namespace; reconcile pending operations first. Rotating only the MCP token preserves the namespace. Replayed results describe the original operation, not necessarily the current record.
Cost policy
monthly_equivalent: daily prices use 30 days/month, weekly prices use 30/7 weeks/month, monthly prices use one month, and yearly prices use 1/12 year, each divided by the billing interval. Decimal arithmetic is aggregated per currency before rounding to two decimal places.scheduled_payments: reproduces the pinned Wallos monthly-cost calendar policy and checks comparable totals against the upstream monthly-cost endpoint. A disagreement returnsCOST_CONTRACT_MISMATCH.Month ends and leap days follow PHP overflow behavior rather than end-of-month clamping. Results include a message when those dates can affect the target month. Independently generated PHP fixtures cover calendar edges.
Only active records are included; start dates and manual renewal follow the upstream monthly-cost policy. These estimates are not payment transactions or a complete forecast.
Mixed currencies return original-currency subtotals with
total: nullandexchange_rate_date: null, because the read interface does not establish a verifiable exchange-rate timestamp.Wallos stores floating-point values; writes are checked against the values actually read back from Wallos.
Development and tests
npm run check # TypeScript and automated tests
npm run build # Wrangler dry-run; no deployment
npm run schema:generate # Regenerate types from pinned local OpenAPI files
npm run schema:refresh # Explicitly download a fresh upstream schema snapshotThe test suite runs without Cloudflare credentials, a real Wallos account, or PHP. Calendar fixtures can optionally be regenerated with php scripts/calendar-fixtures.php > test/data/calendar.json.
A read-only contract probe against an explicitly configured Wallos instance:
WALLOS_BASE_URL=https://HOST/ WALLOS_API_KEY=TOKEN npm run contractFor a local end-to-end fixture, run npm run mock, configure .dev.vars with WALLOS_BASE_URL="http://127.0.0.1:8080/", WALLOS_API_KEY="secret-upstream-key", ALLOW_HTTP_UPSTREAM="true", and your generated MCP token, then run npm run dev in another terminal.
MCP_AUTH_TOKEN=TOKEN npm run smoke
MCP_AUTH_TOKEN=TOKEN SMOKE_WRITES=true npm run smoke:writeThe write probe creates one record, exercises replay, price updates, reminders, and tracking state, and leaves the record inactive. The fixture API key is a test constant, not a real credential. Fixture data resets when its process restarts; local Durable Object storage persists separately in .wrangler/.
See architecture, contributing, and third-party notices for implementation and source details. Deployment uses the locked dependencies; Agents 0.26.0 and its MCP v2 peers are pinned together at compatible versions.
License
Original project code is licensed under WTFPL 2.0. Third-party material retains its own terms and attribution; see THIRD_PARTY_NOTICES.md.
This server cannot be deployed
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