Sure MCP Server

A Model Context Protocol (MCP) server for integrating with the Sure self-hosted personal finance platform. This server provides access to your financial accounts, transactions, categories, and AI chat through Claude Desktop.

Quick Start

1. Installation

1. Clone this repository:

   git clone https://github.com/robcerda/sure-mcp-server.git
   cd sure-mcp-server

2. Install dependencies:

   pip install -r requirements.txt
   pip install -e .

3. Configure Claude Desktop: Add this to your Claude Desktop configuration file:

   macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

   Windows: %APPDATA%\Claude\claude_desktop_config.json

   {
     "mcpServers": {
       "Sure": {
         "command": "uv",
         "args": [
           "run",
           "--with",
           "mcp[cli]",
           "--with-editable",
           "/path/to/your/sure-mcp-server",
           "mcp",
           "run",
           "/path/to/your/sure-mcp-server/src/sure_mcp_server/server.py"
         ],
         "env": {
           "SURE_API_URL": "http://localhost:3000",
           "SURE_API_KEY": "your-api-key-here"
         }
       }
     }
   }

   Important: Replace /path/to/your/sure-mcp-server with your actual path!

4. Restart Claude Desktop

2. Get Your Sure API Key

1. Start your Sure Docker instance: docker compose up -d

2. Log into Sure at http://localhost:3000

3. Go to Settings > API Key and generate a new key

4. Copy the API key to your Claude Desktop config

3. Start Using in Claude Desktop

Once configured, use these tools directly in Claude Desktop:

• get_accounts - View all accounts

• get_transactions - Recent transactions

• get_categories - Transaction categories

• sync_accounts - Trigger account sync

Related MCP server: Monarch Money MCP Server

Available Tools

Configuration

For local Docker setup, use SURE_API_URL=http://localhost:3000 and SURE_VERIFY_SSL=false.

Date Formats

• All dates should be in YYYY-MM-DD format (e.g., "2024-12-15")

• Transaction amounts: use nature field to specify "income" or "expense"

Troubleshooting

Connection Issues

1. Verify Sure is running: docker compose ps

2. Check the API URL is correct

3. Try check_connection tool to diagnose

Authentication Issues

1. Verify your API key is correct

2. Check the key hasn't expired

3. Regenerate the key in Sure settings

Project Structure

sure-mcp-server/
├── src/sure_mcp_server/
│   ├── __init__.py
│   └── server.py         # Main server implementation
├── pyproject.toml
├── requirements.txt
└── README.md

License

MIT License