Expense Tracker MCP Server

An MCP (Model Context Protocol) server built with FastMCP for managing and analyzing expenses through AI assistants such as Claude, ChatGPT, Gemini, Cursor, and other MCP-compatible clients.

Features

Tools

1. Add Expense

Add a new expense record.

Parameters:

• date
• amount
• category
• subcategory (optional)
• note (optional)

2. List Expenses

Retrieve all stored expenses.

3. Get Expenses by Category

Filter expenses by category.

4. Calculate Total Expenses

Calculate the total amount spent.

5. Summarize Expenses

Generate a spending summary including:

• Total expenses
• Number of transactions
• Category-wise spending
• Highest expense
• Lowest expense
• Average expense

Example Response:

{
  "total_expenses": 12500,
  "transaction_count": 45,
  "average_expense": 277.78,
  "highest_expense": 1500,
  "lowest_expense": 50,
  "category_breakdown": {
    "Food": 3500,
    "Transport": 2200,
    "Shopping": 4800,
    "Bills": 2000
  }
}

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MCP Resources

expense://categories

Returns available expense categories.

MIME Type:

application/json

Example:

{
  "categories": [
    "Food",
    "Transport",
    "Shopping",
    "Bills",
    "Healthcare",
    "Entertainment",
    "Education",
    "Other"
  ]
}

---

Project Structure

expense-tracker/
│
├── main.py
├── expenses.db
├── categories.json
├── pyproject.toml
├── README.md
└── .venv/

---

Installation

git clone <repository-url>
cd expense-tracker
uv sync

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Running the MCP Server

uv run fastmcp run main.py

Development mode:

uv run fastmcp run main.py --reload

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Example Expense Record

{
  "date": "2026-06-20",
  "amount": 250,
  "category": "Food",
  "subcategory": "Restaurant",
  "note": "Lunch"
}

---

Database

SQLite is used for storing expenses.

Fields:

• id
• date
• amount
• category
• subcategory
• note

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Supported MCP Clients

• Claude Desktop
• ChatGPT MCP Clients
• Gemini MCP Clients
• Cursor
• VS Code MCP Extensions
• Any MCP-compatible MCP client

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License

No license specified. All rights reserved by the project owner unless otherwise stated.