A
licenseNot graded
qualityD
maintenanceEnables AI agents to manage personal expenses through natural language conversations. Supports adding, searching, and analyzing transactions with automatic categorization and financial insights.
3
MIT
Expense Tracker MCP
by BRachana
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 Tracker MCP how much did I spend on dining last 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.
Expense Tracker MCP
A powerful FastMCP server for tracking expenses with full CRUD, budgets, recurring expenses, and reporting capabilities.
Quick Start
Local Development:
# Install dependencies
uv sync
# Run server
uv run python main.py
# Test with inspector
uv run fastmcp inspector main.py:mcpHorizon Deployment: See HORIZON_SETUP.md for step-by-step instructions.
Related MCP server: Trackor
Features
Core:
✅ Add, update, delete, and list expenses
✅ Categorized expenses with subcategories
✅ Case-insensitive category matching with fuzzy suggestions
Advanced:
✅ Monthly budgets with spending alerts
✅ Recurring expenses (auto-generate monthly)
✅ CSV export with filtering
✅ Monthly trend reports
API:
🛠️ 14 Tools - Full expense management
📖 3 Resources - Recent, summary, categories
💬 2 Prompts - Weekly report, categorize expense
Directory Structure
data/ → Database (expenses.db)
config/ → Configuration (categories.json)
exports/ → Generated CSV files
logs/ → Application logsSee DIRECTORY_STRUCTURE.md for details.
Tools
Tool | Purpose |
| Add new expense |
| Get expense by ID |
| Update expense |
| Delete expense |
| List all expenses |
| Summary by category |
| Set category budget |
| Check budget usage |
| Add recurring item |
| List recurring items |
| Generate due items |
| Export to CSV |
| Monthly analytics |
Environment Variables
EXPENSE_TRACKER_DB_PATH=/path/to/expenses.db # Database location
EXPENSE_TRACKER_CONFIG_PATH=/path/to/categories.json # Config locationTechnology Stack
Python 3.12+
FastMCP 3.4.7+ - MCP server framework
aiosqlite - Async SQLite
asyncio - Async I/O
Deployment
Local: uv run python main.py
Docker:
docker build -t expense-tracker .
docker run -v expense_data:/data expense-trackerHorizon: See HORIZON_SETUP.md
License
MIT
Available Tools
13 toolsadd_expenseC
Add a new expense to the tracker.
Inputs: amount (required), category (required), description (required), subcategory, +1 more. Returns: object
add_recurring_expenseC
Add a recurring monthly expense.
Inputs: amount (required), category (required), description (required), subcategory, +1 more. Returns: object
check_budget_statusC
Check spending against budget for a category/month.
Inputs: month, category. Returns: object
delete_expenseB
Delete an expense.
Inputs: expense_id (required). Returns: object
export_expenses_csvB
Export expenses to a CSV file.
Inputs: category, end_date, start_date. Returns: object
generate_due_recurring_expensesB
Generate expenses for recurring items that are due.
Inputs: no named parameters. Returns: object
get_expenseA
Get a single expense by ID.
Inputs: expense_id (required). Returns: object
list_expensesA
List all expenses or filter by category.
Inputs: category. Returns: result
list_recurring_expensesC
List all recurring expenses.
Inputs: active_only. Returns: result
monthly_reportC
Generate a monthly expense report.
Inputs: months. Returns: object
set_budgetA
Set or update a budget for a category.
Inputs: category (required), monthly_limit (required). Returns: object
summarize_expensesB
Summarize expenses by category with optional date range and category filter.
Inputs: category, end_date, start_date. Returns: object
update_expenseC
Update an existing expense.
Inputs: expense_id (required), amount, category, description, +2 more. Returns: object
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
B3.1/5.0
Scored across 13 tools
Disambiguation4/5
Most tools target a clear, distinct action: CRUD operations on expenses, recurring expenses, budgets, and reporting. Some overlap exists between monthly_report and summarize_expenses, as both provide aggregated views, but their descriptions sufficiently clarify the monthly vs. customizable category/date scope.
Naming Consistency4/5
The majority of tools follow a consistent verb_noun snake_case pattern (add_expense, get_expense, list_expenses, set_budget). The main deviation is monthly_report, which is a noun phrase rather than a verb-led name, making the set slightly less uniform but still predictable.
Tool Count5/5
Thirteen tools is appropriate for an expense tracker covering core CRUD, recurring expenses, budgets, reporting, and export. Each tool addresses a meaningful aspect of the domain without excessive duplication or unnecessary surface area.
Completeness4/5
Expense CRUD is complete, with solid support for recurring expense generation, budgets, summaries, and export. Minor gaps exist: recurring expenses can be added and listed but not updated or deleted, and there is no explicit budget deletion, though these are workable limitations.
Related MCP Connectors
Personal finance by conversation: expenses, receipts, statement import, budgets, net worth.
Log, query, and edit expenses, budgets, and accounts in Manilo (formerly Ledgy) from any MCP-compatible AI assistant.
Log, query, and edit expenses, budgets, and accounts in Manilo from any MCP-compatible AI assistant.
Track expenses from your AI chat: log, categorize, monthly CSV reports. All data is local.
Related MCP Servers
- FlicenseNot gradedqualityDmaintenanceEnables users to track and manage personal expenses through natural language, including adding entries, filtering by date/category, viewing statistics, and exporting data in JSON or CSV format.3-
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