Personal Finance Tracker (MCP Server)

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.
This server is designed for individuals or households — not for businesses or stock analysis.

✨ Features

• 📌 Record personal expenses and income

• 📊 View monthly summaries and budget overviews

• 📈 Analyze monthly spending trends

• ⚙️ Configurable database path (DB_PATH)

Related MCP server: Expense Tracker MCP

📦 Installation

Install from PyPI:

pip install personal-finance-tracker

🚀 Usage

You can run the server using:

uvx personal-finance-tracker

Or configure it in a client like Cursor or other MCP-compatible tools:

{
  "mcpServers": {
    "personal-finance-tracker": {
      "command": "uvx",
      "args": ["personal-finance-tracker"],
      "env": {
        "DB_PATH": "/absolute/path/to/your/finance.db"
      }
    }
  }
}

📁 Environment Variables

The database file is created and initialized automatically if it doesn't exist.

🧠 Prompt Behavior

This MCP server is specifically scoped for personal finance. The underlying LLM is guided to:

✅ Use these tools when:

• The user asks about daily expenses, personal income, budgeting, household savings

🚫 Avoid using for:

• Business accounting

• Stock market analysis

• Corporate finance data

📂 Project Structure

personal-finance-tracker/
├── src/
│   └── personal_finance_tracker/
│       └── main.py
├── pyproject.toml
├── README.md

📝 License

ABRMS License