My Finance MCP Server

Bare-bones Model Context Protocol server that lets Claude store personal finance transactions and later query them via semantic search. Transactions are persisted in ChromaDB for vector search plus a JSON ledger for backup.

Run it alongside Claude Desktop and you get an AI bookkeeper that remembers your receipts, statements, and portfolios—then answers natural language questions about spending trends, allocations, or anything else you upload.

Setup

Install

uv sync

Run

uv run my_finance_mcp.py

Configure Claude Desktop

Add to ~/.claude_desktop_config.json:

{
  "mcpServers": {
    "my-finance": {
      "command": "uv",
      "args": [
        "run",
        "--project",
        "/path/to/my_finance",
        "/path/to/my_finance/my_finance_mcp.py"
      ]
    }
  }
}

Related MCP server: Wealthfolio MCP Server

Usage

Exposed tools:

• store_transactions(transactions) – ingest structured transactions (Claude will extract them from uploaded docs)

• query_financial_history(query) – run semantic search across everything stored

• list_transactions(limit=20, offset=0, category=None) – page through the JSON ledger to inspect what’s saved and see each transaction’s index

• delete_transactions(indices=None, delete_all=False, confirm=False) – delete entries by index or wipe them all (requires confirm=True)

1. Upload financial data to Claude

2. Say: "Store this transaction data"

3. Claude calls the MCP server to save it

4. Later ask: "How much did I spend on groceries last month?"

5. Claude searches your historical data via MCP

6. Use "Show me the stored transactions" or "Delete transaction xx" to invoke the management tools

Example Claude Desktop interaction

User: Remember these portfolio positions for later analysis.
Claude: I'll help you store your portfolio positions from the uploaded CSV file for later analysis. Let me read the file and process the data..
Perfect! I've stored your portfolio positions from November 6, 2025 in your finance system. Here's a summary of what was recorded:...

User: List my stored transactions
Claude: Here are your current stored transactions (4 total):...

User: Delete VXUS - International Stock ETF transaction
Claude: The VXUS - International Stock ETF transaction has been successfully deleted from your stored transactions.

User: List all transactions
Claude: Here are your current stored transactions (3 total):...

Data Storage

• ~/.my_finance_mcp/financial_data/ - ChromaDB vector database (created automatically)

• ~/.my_finance_mcp/transactions.json - JSON backup of all transactions

Set the MY_FINANCE_MCP_DIR environment variable before launching Claude if you want to store data in a different directory.