signals-financial-tracker

juandisay/signals-financial-tracker

3.2

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Signals Finance Tracker is a Model Context Protocol (MCP) server designed to help users manage their personal finances by tracking expenses, income, and budgets.

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Signals Finance Tracker

A Model Context Protocol (MCP) server for tracking personal finances: expenses, income, and budget summaries.

Features

  • Track expenses with categories, tags, and payment methods
  • Record income from various sources
  • Set and monitor budgets
  • Generate financial reports and insights
  • MCP integration for AI assistants

Installation

Using pip

pip install signals-finance-tracker

From source

git clone https://github.com/juandisay/signals-financial-tracker.git
cd signals-financial-tracker
pip install -e .

Global installation for uvx

To install the package globally so it can be used with the uvx command:

# Using the provided script
./install-global.sh

# Or manually
python -m build
pip install dist/signals_finance_tracker-*.whl

Usage

CLI Interface

The package provides a command-line interface for managing your finances:

# Show help
finance --help

# Add an expense
finance expense add --amount 25.99 --category "Food" --description "Grocery shopping"

# List expenses
finance expense list

# Add income
finance income add --amount 1000 --source "Salary" --description "Monthly salary"

# Show budget status
finance budget status

Running as an MCP Server

To run as an MCP server for integration with AI assistants:

# Using the provided script (recommended)
./run-finance-mcp.sh

# Using uvx directly with the local package
uvx --with-editable . signals-finance-tracker

# If the package is installed globally
uvx signals-finance-tracker

Environment Variables

You can configure the application using environment variables:

  • FINANCE_DATA_DIR: Directory for storing application data (default: ~/.signals/finance)
  • FINANCE_DB_URL: Database URL (default: sqlite:///{data_dir}/finance.db)
  • FINANCE_LOG_LEVEL: Logging level (default: INFO)
  • FINANCE_SEED_DEFAULTS: Whether to seed default data (default: false)
  • MCP_TRANSPORT: Transport method for MCP (default: stdio)

MCP Integration

This package implements the Model Context Protocol (MCP) for integration with AI assistants. When running as an MCP server, it provides the following tools:

  • Query expenses with filters
  • Query income entries
  • Query budgets
  • Generate financial reports
  • Analyze expense patterns
  • Analyze budget performance
  • Generate financial advice

To use with an MCP-enabled assistant:

  1. Start the MCP server: ./run-finance-mcp.sh
  2. Connect your AI assistant to the MCP server
  3. Ask the assistant about your finances

Development

# Install development dependencies
pip install -e ".[dev]"

# Run tests
pytest

# Format code
black src tests
isort src tests

# Type checking
mypy src

License

MIT