Solvent MCP Server

Solvent MCP Server

Enables Claude to interact with Solvent Personal Finance Manager through natural language to manage expenses, incomes, categories, and recurring transactions.

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README

Solvent MCP Server

A dynamic MCP (Model Context Protocol) server for Solvent - Personal Finance Manager. This allows Claude to interact with your Solvent data through natural language.

Architecture

This MCP server uses dynamic tool discovery:

  1. On startup, fetches API metadata from GET {SOLVENT_API_URL}/api/v1/meta
  2. Dynamically generates MCP tools from the metadata
  3. When tools are called, proxies requests to the actual API endpoints

This means the tools are always in sync with the API—no manual updates needed when the API changes.

Features

  • Expenses: List, create, update, and delete expenses
  • Incomes: List, create, update, and delete incomes
  • Categories: List, create, update, and delete categories
  • Recurring Transactions: List, create, update, and delete recurring transactions
  • Receipts: List, create, update, and delete receipts

Setup

1. Create an MCP Token

  1. Log into your Solvent account
  2. Go to Settings > Tokens
  3. Click Create Token
  4. Select MCP as the token type
  5. Set the permissions you want to grant
  6. Copy the token (you won't be able to see it again!)

2. Choose Your Connection Method

Option A: Claude.ai Connector (Recommended for Web)

Use this if you want to use Claude through the web interface (claude.ai).

  1. After creating your MCP token, copy the Connector URL shown
  2. Go to Claude.ai
  3. Click on "Search and tools" > "Add connectors"
  4. Select "Add custom connector"
  5. Paste the Connector URL
  6. Click Connect

The Connector URL format is:

https://your-solvent-domain.com/api/mcp?token=slvt_your_token_here

Option B: Claude Desktop (Local)

Use this if you want to use Claude Desktop on your computer.

  1. Install Node.js (v18 or later) from nodejs.org

  2. Install the MCP server globally:

npm install -g solvent-mcp

Or run directly with npx:

npx solvent-mcp --token slvt_xxx --api-url https://your-solvent-domain.com
  1. Configure Claude Desktop by editing the config file:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

Add the following configuration:

{
  "mcpServers": {
    "solvent": {
      "command": "npx",
      "args": ["solvent-mcp", "--token", "slvt_your_token_here"],
      "env": {
        "SOLVENT_API_URL": "https://your-solvent-domain.com"
      }
    }
  }
}
  1. Restart Claude Desktop

Configuration

Environment Variables

Variable Description Default
SOLVENT_API_URL Base URL of the Solvent API http://localhost:3000
SOLVENT_API_TOKEN Your API token (starts with slvt_) Required

Command Line Arguments

solvent-mcp --token <token> [--api-url <url>]
Argument Description
--token <token> Your Solvent API token (required)
--api-url <url> The Solvent API URL (optional)
--help, -h Show help message

Usage Examples

Once connected, you can ask Claude things like:

  • "Show me my expenses from last week"
  • "Create a new expense of $50 for groceries"
  • "List all my income categories"
  • "What are my recurring expenses?"
  • "Create a monthly recurring expense of $15 for Netflix"

Generated Tools

Tools are automatically generated based on the API metadata. The naming convention is:

Pattern Tool Name Description
GET /api/v1/{entity} list_{entity} List all items
GET /api/v1/{entity}/:id get_{singular} Get a single item by ID
POST /api/v1/{entity} create_{singular} Create a new item
PUT /api/v1/{entity}/:id update_{singular} Update an existing item
DELETE /api/v1/{entity}/:id delete_{singular} Delete an item

Expected Tools (25 total)

Entity Tools
Expenses list_expenses, get_expense, create_expense, update_expense, delete_expense
Incomes list_incomes, get_income, create_income, update_income, delete_income
Categories list_categories, get_category, create_category, update_category, delete_category
Recurrings list_recurrings, get_recurring, create_recurring, update_recurring, delete_recurring
Receipts list_receipts, get_receipt, create_receipt, update_receipt, delete_receipt

Permissions

When creating an MCP token, you can control which operations Claude can perform:

Permission Allows
Expenses: Read List and view expenses
Expenses: Write Create, update, delete expenses
Incomes: Read List and view incomes
Incomes: Write Create, update, delete incomes
Categories: Read List and view categories
Categories: Write Create, update, delete categories
Recurrings: Read List and view recurring transactions
Recurrings: Write Create, update, delete recurring transactions
Receipts: Read List and view receipts
Receipts: Write Create, update, delete receipts

Development

Building from Source

npm install
npm run build

Running in Development

npm run dev -- --token slvt_xxx --api-url http://localhost:3000

Project Structure

src/
├── cli.ts          # CLI entry point (stdio transport)
├── server.ts       # Dynamic MCP server (tool discovery & proxying)
├── http-handler.ts # HTTP/SSE handler for remote MCP
├── types.ts        # TypeScript types for API metadata
└── index.ts        # Package exports

Security Notes

  • Your MCP token grants access to your financial data
  • Only create tokens with the minimum permissions needed
  • Revoke tokens you no longer need from the Settings page
  • The token is stored locally on your machine (Claude Desktop) or transmitted securely (Claude.ai)

Troubleshooting

"Token is not an MCP token"

Make sure you selected MCP as the token type when creating the token. API tokens cannot be used for MCP connections.

"Invalid or revoked token"

Your token may have been revoked. Create a new MCP token in Settings.

"Failed to fetch API metadata"

The server couldn't connect to the Solvent API. Check:

  1. The SOLVENT_API_URL is correct
  2. The API server is running
  3. Your network can reach the API

Connection issues with Claude Desktop

  1. Make sure Node.js is installed: node --version
  2. Check the Claude Desktop logs for errors
  3. Verify your config file is valid JSON
  4. Restart Claude Desktop after making config changes

License

MIT

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