personal-finance-mcp-server
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., "@personal-finance-mcp-servershow 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.
personal-finance-mcp-server
Remote MCP server for personal-finance-service:
exposes its business operations (groups, payment methods, expenses) as
MCP tools, authenticated with Keycloak. Intended to be used from Kiro/Claude
(interactive login) or from a headless agent in the cloud (M2M login).
Requirements
Docker + Docker Compose
personal-finance-servicerunning (docker compose up -din that repo) — this server connects to its Keycloak and its API, it does not start them itself.
Related MCP server: MCP Agent - AI Expense Tracker
How to run it
cp .env.example .env
# completar KEYCLOAK_CLIENT_SECRET con el secret de mcp-personal-finance-server
# (ver "Setup de Keycloak" en AGENTS.md si todavía no existen los clients)
docker compose up -d --buildGET http://localhost:8000/healthPOST http://localhost:8000/mcp— requiresAuthorization: Bearer <jwt>
MCP configuration in Kiro
{
"mcpServers": {
"personal-finance-remote": {
"url": "http://localhost:8000/mcp",
"oauth": {
"clientId": "mcp-personal-finance-client",
"scopes": []
}
}
}
}On first use, Kiro opens the browser for the login against Keycloak — use the
same username/password you already use in personal-finance-service.
Available tools
Tool | What it does |
| Lists the user's groups |
| Creates a group |
| Lists the members of a group |
| Lists the user's payment methods |
| Creates a payment method |
| Modifies a payment method |
| Deletes a payment method |
| Lists expenses, with filters |
| Records an expense (optionally in installments and/or split) |
| Generates the next installment for a card's installment expenses |
| Full detail of an expense |
| Modifies an expense |
| Deletes an expense |
The management of personal-finance-service API Keys (create/list/delete)
is deliberately not exposed as tools — see AGENTS.md.
Headless agent (M2M)
For an agent with no human user behind it (it cannot do the interactive login), use Client Credentials Grant instead of the Kiro flow:
curl -X POST http://localhost:8080/realms/personal-finance/protocol/openid-connect/token \
-d "grant_type=client_credentials&client_id=mcp-personal-finance-agent&client_secret=$AGENT_CLIENT_SECRET" \
| jq -r .access_tokenUse that access_token as Bearer against POST /mcp. The agent also needs
UPSTREAM_API_KEY configured in its environment — a Personal Finance API
Key generated beforehand by a real user (POST /api-keys in
personal-finance-service), since its token does not represent any real user
of that API.
More detail
See AGENTS.md — design decisions, known gaps, and why the auth passthrough
works (and when it would stop working).
This server cannot be deployed
Maintenance
Related MCP Connectors
- ManiloOAuthapp.ledgy.api
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
- ManiloOAuthapp.manilo
Log, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.
- Era ContextOAuthapp.era
Personal finance, bank account, and shared memory connector for Claude, ChatGPT, Gemini Spark & more
Personal finance for AI agents — onboard, import statements, categorize & budget over MCP.
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