MCP 服务器

Expense Tracker MCP Server

Enables AI assistants to manage personal expenses through natural conversation, supporting expense tracking, categorization, filtering, and financial summaries. Uses SQLite database to store expense records with full CRUD operations for comprehensive personal finance management.

README

Expense Tracker MCP Server

A Model Context Protocol (MCP) server that enables AI assistants like Claude to manage your personal expenses through natural conversation. Built with Python using fastmcp and uv.

Features

Add Expenses: Record expenses with amount, category, date, and description
List & Filter: View expenses by category and date range
Summarize: Get spending summaries grouped by category
Update Expenses: Modify existing expense records
Delete Expenses: Remove unwanted expense entries
Natural Language Interface: Interact with your expense data conversationally through Claude

Prerequisites

Python 3.10 or higher
uv package manager

Installation

# Clone the repository
git clone https://github.com/Khushi-c-sharma/expense-tracker-mcp-server.git
cd expense-tracker-mcp-server

# Install uv if you haven't already
curl -LsSf https://astral.sh/uv/install.sh | sh

# Install dependencies
uv sync

Configuration

Add the server to your Claude Desktop configuration file:

MacOS: ~/Library/Application Support/Claude/claude_desktop_config.json

Windows: %APPDATA%/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": [
        "--directory",
        "/path/to/expense-tracker-mcp",
        "run",
        "expense-tracker"
      ]
    }
  }
}

Usage Examples

Once configured, you can interact with your expenses through Claude naturally:

You: "Add expense 2632 spent yesterday for shopping dress for my convocation"
Claude: *Adds the expense with proper categorization*

You: "Show me all my expenses this month"
Claude: *Lists and summarizes your monthly expenses*

You: "How much did I spend on food in September?"
Claude: *Provides category-specific spending summary*

Available Tools

`add_expense`

Add a new expense to the database.

Parameters: amount (required), category (required), date, description, subcategory

`list_expenses`

List expenses filtered by category and optional date range.

Parameters: category, start_date, end_date

`summarize`

Get total expenses by category within a date range.

Parameters: start_date (required), end_date (required), category

`update_expense`

Update an existing expense.

Parameters: expense_id (required), amount, category, date, description, subcategory

`delete_expense`

Delete an expense by ID.

Parameters: expense_id (required)

Database

Expenses are stored in a local SQLite database (expenses.db) with the following schema:

CREATE TABLE expenses (
  id INTEGER PRIMARY KEY AUTOINCREMENT,
  amount REAL NOT NULL,
  category TEXT NOT NULL,
  subcategory TEXT,
  date TEXT NOT NULL,
  description TEXT
);

Development

# Run the server directly
uv run expense-tracker

# Run in development mode with auto-reload
uv run python src/expense_tracker/server.py

# Install new dependencies
uv add package-name

# Update dependencies
uv sync

Project Structure

expense-tracker-mcp/
├── main.py                     # Main MCP server code
├── pyproject.toml              # Project configuration
├── uv.lock                     # Locked dependencies
├── expenses.db                 # SQLite database (created on first run)
└── README.md