Expense Tracker MCP Server

A local MCP (Model Context Protocol) server built with FastMCP and PostgreSQL.

This project exposes expense management tools that can be used by MCP clients such as Claude Desktop.

Features

• ➕ Add Expense
• 📋 List Expenses
• 📊 Summarize Expenses
• ✏️ Edit Expense
• 🗑️ Delete Expense
• 💰 Add Credit
• 📂 Expense Categories Resource

Tech Stack

• Python
• FastMCP
• PostgreSQL
• SQLAlchemy
• Psycopg 3
• Pydantic Settings
• UV

Project Structure

expense-tracker-mcp/
│
├── app/
│   ├── tools/
│   │   ├── expense_tools.py
│   │   └── credit_tools.py
│   ├── config.py
│   ├── database.py
│   ├── models.py
│   └── resources.py
│
├── categories.json
├── main.py
├── .env.example
├── pyproject.toml
└── README.md

MCP Tools

Tool	Description
add_expense	Add a new expense
list_expenses	List all expenses
summarize_expenses	Show expense summary
edit_expense	Update an existing expense
delete_expense	Delete an expense
add_credit	Add income/credit

MCP Resource

expense://categories

Returns the predefined expense categories.

Setup

Clone the repository:

git clone https://github.com/thearyangupta/expense-tracker-mcp.git
cd expense-tracker-mcp

Install dependencies:

uv sync

Create a .env file:

DATABASE_URL=postgresql+psycopg://postgres:YOUR_PASSWORD@localhost:5432/expense_tracker

Run the server:

uv run python main.py

Example Prompts

Add a Food expense of ₹250 for Lunch.

Show all expenses.

Summarize my expenses.

Update expense 3.

Delete expense 5.

Add a credit of ₹20,000 from Freelancing.

Future Improvements

• Expense filtering
• Monthly reports
• Export to CSV
• Budget tracking
• AI-powered expense insights

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Built using FastMCP and PostgreSQL.