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licenseC
qualityD
maintenanceEnables personal expense management with SQLite storage, allowing users to add, update, delete, list, and summarize expenses by category through natural language interactions.
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Expense Tracker MCP Server
Manages expenses in a local SQLite database, providing tools for adding, editing, deleting, and summarizing expense records with support for categories and date-range queries.
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., "@Expense Tracker MCP Server summarize my expenses for this month"
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.
Expense Tracker MCP Server
A Model Context Protocol (MCP) server for tracking expenses, built with fastmcp.
Features
This server provides tools to manage expenses in a local SQLite database (expenses.db) and exposes categories via a resource.
Tools
add_expense: Add a new expense.Arguments:
date(YYYY-MM-DD),amount,category,subcategory(optional),note(optional).
list_expenses: List expenses within a date range.Arguments:
start_date,end_date.
summarize: Summarize expenses by category.Arguments:
start_date,end_date,category(optional filter).
edit_expense: Edit an existing expense.Arguments:
id,date,amount,category,subcategory,note.
delete_expense: Delete an expense by ID.Arguments:
id.
add_credit: Add credit to a user account (default user).Arguments:
amount,user_name(optional, default="default").
Resources
expense://categories: Returns the content ofcategories.json.
Related MCP server: Expense Tracker MCP
Prerequisites
Python >= 3.12
uv(recommended for dependency management)
Installation & Usage
Using uv (Recommended)
You can run the server directly using uv:
uv run main.pyManual Installation
Create a virtual environment:
python -m venv .venv source .venv/bin/activate # On Windows: .venv\Scripts\activateInstall dependencies:
pip install fastmcpRun the server:
python main.py
Configuration for Claude Desktop
Add the following to your claude_desktop_config.json:
{
"mcpServers": {
"expense-tracker": {
"command": "uv",
"args": [
"run",
"--with",
"fastmcp",
"c:\\Users\\LOQ\\Downloads\\ExpenseTracker_MCP_Server\\main.py"
]
}
}
}Note: Update the path to main.py to match your local path.
Available Tools
6 toolsadd_creditC
Add credit to the user's account. By default updates 'default' user. Returns new credit amount.
Inputs: amount (required), user_name.
add_expenseC
Add a new expense to the database.
Inputs: date (required), amount (required), category (required), subcategory, +1 more.
delete_expenseC
Delete an expense from the database.
Inputs: id (required).
edit_expenseC
Edit an existing expense in the database.
Inputs: id (required), date (required), amount (required), category (required), +2 more.
list_expensesC
List all expenses in the database between start_date and end_date (inclusive).
Inputs: start_date (required), end_date (required).
summarizeB
Summarize expenses by category within the inclusive date range. Returns list of {"category": ..., "total": ...} ordered by total descending.
Inputs: start_date (required), end_date (required), category.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
A3.5/5.0
Scored across 6 tools
Disambiguation5/5
Each tool has a clearly distinct purpose with no ambiguity: adding credit, adding/editing/deleting expenses, listing expenses, and summarizing expenses. The descriptions clearly differentiate between credit operations, expense CRUD operations, and analytical functions.
Naming Consistency5/5
All tools follow a consistent verb_noun pattern with snake_case naming: add_credit, add_expense, delete_expense, edit_expense, list_expenses, summarize. The single verb 'summarize' without a noun is appropriate for its analytical function and maintains readability.
Tool Count5/5
Six tools is well-scoped for an expense tracking server, covering core operations without bloat. Each tool earns its place: credit management, full expense CRUD, listing, and summarization provide complete workflow coverage.
Completeness4/5
The tool surface covers most essential expense tracking operations including credit management and expense lifecycle. A minor gap exists in credit operations (no edit/delete credit tools), but agents can work around this limitation effectively.
Related MCP Connectors
Track expenses from your AI chat: log, categorize, monthly CSV reports. All data is local.
Personal finance tracker — log transactions, view summaries, and browse a dashboard
Personal finance ledger: log expenses, track bills and cards, import statements.
Personal finance: accounts, transactions, categories, budgets, goals, debts and spending stats.
Related MCP Servers
- FlicenseNot gradedqualityDmaintenanceEnables management of expenses via SQLite database, including adding, listing, updating, deleting, filtering, and summing expenses through natural language.-
- FlicenseNot gradedqualityDmaintenanceEnables natural language management of personal expenses, including adding, listing, and summarizing expenses with local SQLite storage.-
- FlicenseAqualityDmaintenanceEnables logging and tracking personal expenses in a local SQLite database with category/subcategory validation, offering tools to add, view, summarize, and delete expenses.4-