mcp-expense-tracker

mahik2604/mcp-expense-tracker

3.2

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Expense Tracker MCP Server is a lightweight server built using FastMCP and SQLite, designed to manage expenses through Claude Desktop using natural language.

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Expense Tracker MCP Server

A lightweight MCP (Model Context Protocol) server built using FastMCP + SQLite, allowing you to manage expenses directly through Claude Desktop using natural language.

This project supports adding, editing, deleting, searching, summarizing, and exporting expenses — all triggered through Claude’s tool calls.

🚀 Features

  • Add, list, edit, and delete expenses
  • Add credits (income tracking)
  • Category-based summaries
  • Monthly summaries
  • Search expenses by keyword
  • View recent expenses
  • Export expenses to CSV
  • SQLite-backed lightweight storage
  • Fully compatible with Claude Desktop MCP

📦 Project Structure

expense-tracker-mcp-server/ │ ├── main.py # MCP server implementation ├── categories.json # Expense categories ├── expenses.db # SQLite DB (ignored via .gitignore) ├── README.md ├── pyproject.toml ├── uv.lock ├── .gitignore └── .venv/ # uv-managed virtual environment

🛠 Setup Instructions

1. Initialize the project (already done)

uv init .

2. Install FastMCP

uv add fastmcp

3. Activate virtual environment

.venv\Scripts\activate.bat

4. Verify installation

fastmcp version

▶ Running the Server in Dev Mode

Use uv to run FastMCP’s development server:

uv run fastmcp dev main.py

This starts the MCP server and watches for file changes.

🧩 Add MCP Server to Claude Desktop

Run:

uv run fastmcp install claude-desktop main.py

This auto-registers your server with Claude Desktop.
Restart Claude Desktop to load the MCP tools.

🧪 Testing the MCP Tools (Examples)

Try these directly inside Claude Desktop:

Add an expense of ₹250 on 2025-01-10 in Food, note "Lunch". Add a travel expense of ₹1200 on 2025-02-01 for Uber. Edit the last Uber expense to ₹1200. Delete my last food expense. Show my expenses from 2025-01-01 to 2025-02-10. Search for expenses with the keyword "pizza". Show my February 2025 summary. Export all my expenses to CSV.

🧰 Available Tools (API)

Core Tools

  • add_expense
  • list_expenses
  • summarize

Edit / Delete

  • edit_expense
  • delete_expense

Credits & Balance

  • add_credit
  • total_money

Discovery Tools

  • list_all_expenses
  • list_by_category
  • list_recent
  • search_expense

Analysis

  • monthly_summary

Export

  • export_csv

Resource

  • expense://categories

📜 License

MIT License

🙌 Acknowledgements

Built using FastMCP and tested with Claude Desktop MCP integration.