Expense Tracker MCP
Enables AI assistants to add, retrieve, and categorize expense records through structured MCP tools, with data stored in SQLite and deployable remotely for natural-language expense management.
README
Expense Tracker MCP
A remote Model Context Protocol (MCP) server built with FastMCP that allows AI assistants such as Claude to interact with an expense-tracking system through structured tools.
🚀 Overview
This project demonstrates how an AI assistant can interact with external data and application functionality through MCP.
The Expense Tracker MCP server uses FastMCP to expose expense-management tools and SQLite to store expense data.
The server is deployed remotely using FastMCP Cloud, allowing an MCP-compatible client such as Claude to connect to it through a remote MCP endpoint.
🏗️ Architecture
Claude
│
│ MCP
▼
Remote MCP Endpoint
│
▼
FastMCP Cloud
│
▼
FastMCP Expense Tracker Server
│
▼
SQLite Database
✨ Features
- Add and manage expenses
- Retrieve expense records
- Categorize expenses
- Store expense data using SQLite
- Expose expense functionality through MCP tools
- Deploy the MCP server remotely
- Connect the remote MCP server to Claude
- Allow AI assistants to interact with structured expense data
🛠️ Tech Stack
- Python
- FastMCP
- Model Context Protocol (MCP)
- SQLite
- JSON
- FastMCP Cloud
- Claude
🔌 Example Interactions
Once connected to Claude, users can interact with the expense tracker using natural language.
"Add an expense of ₹500 for groceries."
"Show me my recent expenses."
"How much did I spend on food?"
"List my expenses by category."
Claude interprets the user's request and invokes the appropriate MCP tool exposed by the server.
☁️ Remote Deployment
The MCP server is deployed on FastMCP Cloud and exposed through a remote MCP endpoint.
This allows Claude and other MCP-compatible clients to access the server without running it locally.
Local Development
↓
FastMCP Server
↓
FastMCP Cloud
↓
Remote MCP Endpoint
↓
Claude
⚙️ Local Setup
Clone the repository:
git clone https://github.com/khushisonwane23/expense-tracker-mcp.git
cd expense-tracker-mcp
Create a virtual environment:
python -m venv .venv
Activate the virtual environment on Windows:
.venv\Scripts\activate
Install dependencies:
pip install -r requirements.txt
If you are using uv:
uv sync
▶️ Run Locally
Run the FastMCP server:
fastmcp run server.py
The exact command may vary depending on the project configuration.
🔗 Connecting to Claude
After deploying the server to FastMCP Cloud, the application provides a remote MCP endpoint.
This endpoint can be configured in an MCP-compatible client such as Claude.
Claude
↓
Remote MCP Endpoint
↓
FastMCP Cloud
↓
Expense Tracker MCP Server
↓
SQLite Database
Once connected, Claude can discover and use the tools exposed by the MCP server.
🔐 Security
Sensitive information should never be committed to this repository.
The following files should remain private:
.env
expenses.db
.venv/
__pycache__/
API keys and other secrets should be stored using environment variables instead of being hard-coded in the source code.
🎯 Learning Goals
This project was built to understand:
- How the Model Context Protocol works
- How AI assistants interact with external tools
- How to build MCP servers using FastMCP
- How to connect LLMs with external data
- How tool-based AI workflows work
- How to deploy an MCP server remotely
- How MCP can be integrated with Claude
🚧 Future Improvements
- Add authentication and authorization
- Add monthly spending analytics
- Add budget tracking
- Add richer financial insights
- Improve error handling and input validation
- Add automated testing
- Use a production-grade database
- Add more financial management tools
👩💻 Author
Khushi Sonwane
Artificial Intelligence & Robotics Student
Interested in Generative AI, AI Agents, MCP, RAG, and AI Research.
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