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 Manager MCP Server How much did I spend on food 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.
An MCP server for managing personal expenses using Python, FastMCP, and SQLite.
Connect it to Claude Desktop and manage your expenses using natural language.
Add, update, and delete expenses
Search expenses
List expenses by date range
Summarize spending by category
Store data locally using SQLite
Expose expense categories through an MCP resource
Related MCP server: Expense Tracker MCP Server
Python 3.11+
FastMCP
Model Context Protocol (MCP)
SQLite
uv
git clone https://github.com/sonali1103/expense-manager-mcp-server.git
cd expense-manager-mcp-server
uv syncFrom the project directory, run:
pwdCopy the path returned. You'll need it in the Claude configuration.
In Claude Desktop:
Settings → Developer → Edit Config
This opens claude_desktop_config.json.
On macOS, the file is located at:
~/Library/Application Support/Claude/claude_desktop_config.jsonAdd the following inside mcpServers:
{
"mcpServers": {
"expense-manager": {
"command": "uv",
"args": [
"--directory",
"/YOUR/PATH/expense-manager-mcp-server",
"run",
"main.py"
]
}
}
}Replace:
/YOUR/PATH/expense-manager-mcp-serverwith the path you copied from pwd.
Completely quit and reopen Claude Desktop.
Then click the Connectors icon near the chat box and verify that expense-manager is connected. Claude Desktop will show the MCP tools provided by the server.
Once connected, ask Claude:
"Add a $45 grocery expense for today."
"Show me my expenses for this month."
"How much did I spend on food this month?"
"Find my travel expenses."
"Delete expense 12."
Tool | Description |
| Add an expense |
| List expenses by date range |
| Summarize spending |
| Update an expense |
| Delete an expense |
| Search expenses |
Expenses are stored locally in:
expenses.dbThe database and expenses table are created automatically when the server starts.
expense-manager-mcp-server/
├── main.py
├── categories.json
├── pyproject.toml
├── uv.lock
└── .gitignoreThis project demonstrates how Model Context Protocol connects an AI assistant to real application functionality and data through standardized tools.
Add a new expense entry.
Inputs: date (required), amount (required), category (required), note, +1 more. Returns: object
Delete an expense entry by ID.
Inputs: id (required). Returns: object
List expenses within an inclusive date range.
Inputs: end_date (required), start_date (required). Returns: result
Search expenses by category, subcategory, or note.
Inputs: query (required), limit. Returns: result
Summarize expenses by category within an inclusive date range.
Inputs: end_date (required), start_date (required), category. Returns: result
Update only the provided fields of an existing expense.
Inputs: id (required), date, note, amount, +2 more. Returns: object
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
Scored across 6 tools
Each tool targets a distinct action: create, list, summarize, update, delete, and search. There is minimal overlap because list_expenses is date-based while search_expenses is field-based, and summarize provides aggregation rather than raw entries.
Most tools follow a clear verb_noun pattern: add_expense, list_expenses, update_expense, delete_expense, search_expenses. The only minor deviation is 'summarize' lacking an explicit object, though it is still readable and clearly related to expenses.
Six tools is a well-scoped size for an expense manager. Each tool serves a distinct purpose without unnecessary bloat or missing core functionality.
The tool set covers the full expense lifecycle: add, list, search, summarize, update, and delete. There are no major dead ends; users can create, retrieve, modify, and remove expenses, with search and summary features for analysis.
Track expenses from your AI chat: log, categorize, monthly CSV reports. All data is local.
Log, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.
Expense ledger for AI assistants: record receipts line by line, ask what you spent, export anytime.
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
