Expense Tracker MCP Server

💰 Expense Tracker MCP Server

A Model Context Protocol (MCP) server that enables Claude to seamlessly manage, track, and analyze your personal expenses. By connecting this server to your Claude client, you can simply tell Claude to log purchases, ask for monthly summaries, and identify your spending habits using natural language.

✨ Features

• Natural Language Entry: Tell Claude "I just spent ₹15 on coffee" and let the server handle the categorization and data entry.
• Detailed Analytics: Ask Claude to calculate your monthly totals, compare spending by category, or find specific past expenses.
• Secure & Local: Expenses are stored locally (in a SQLite database), meaning your financial data doesn't leave your machine unless you share it in chat.
• Fully MCP Compliant: Seamlessly integrates with Claude Desktop and other MCP-compatible clients.

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🛠️ Prerequisites

• Python 3.10+
• Claude Desktop App installed on your machine.

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🚀 Installation

1. Clone the repository:

    git clone [https://github.com/Shivam0176/Expense-Tracker-MCP-Server.git](https://github.com/Shivam0176/Expense-Tracker-MCP-Server.git)

1. Install dependencies:

    Python: pip install -r requirements.txt

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🔌 Connecting to Claude

To use this server with Claude Desktop, you need to update your Claude configuration file.

1. Open your Claude Desktop configuration file:

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

1. Add the expense-tracker server to the mcpServers object:

    {
      "mcpServers": {
        "expense-tracker": {
          "command": "node",
          "args": [
            "/absolute/path/to/expense-tracker-mcp/build/index.js"
          ]
        }
      }
    }

Note: Make sure to replace /absolute/path/to/... with the actual absolute path to the compiled server file on your machine. If you are using Python, the command would be "python" or "uv" and the arg would point to your python script.

1. Restart Claude Desktop for the changes to take effect.

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🧰 Available Tools

This MCP server exposes the following tools to Claude:

| Tool Name | Description | Required Arguments | Optional Arguments | | :--- | :--- | :--- | :--- | | add_expense | Logs a new expense into the database. | amount, category | description, date (defaults to today) | | list_expenses | Retrieves a list of expenses. | None | limit, category, start_date, end_date | | get_summary | Provides a spending summary by category. | None | month, year | | delete_expense| Removes an expense record by its ID. | id | None |

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💬 Example Prompts

Once configured, you can talk to Claude just like a personal accountant:

• "I just bought groceries at Whole Foods for $85.40."
• "Can you show me a summary of my expenses for March 2024?"
• "How much have I spent on the 'Dining Out' category this week?"
• "Delete the last expense I added for 'Office Supplies'."

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