personal-finance-mcp-server
Click on "Install 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 installed
Maintenance
Resources
Unclaimed servers have limited discoverability.
Looking for Admin?
If you are the server author, to access and configure the admin panel.
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