Expense-Tracker MCP Server

An MCP (Model Context Protocol) server built with FastMCP to help you track and analyze personal expenses.
This server is meant to be used with MCP-compatible clients such as Claude Desktop, and provides structured tools and resources for expense management.

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🧾 Overview

The Expense-Tracker MCP server allows MCP clients to:

• Add new expenses (with date, amount, category, subcategory, and notes)
• List expenses within a given date range
• Summarize spending by category in a given period
• Access predefined categories from a JSON resource

All expense data is stored in a local SQLite database (expenses.db). Categories can be managed through the categories.json file.

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📂 Project Structure

.
├── categories.json # Predefined expense categories
├── expenses.db # SQLite database (auto-created on first run)
├── main_exp.py # Main MCP server
├── demo.py # Optional demo / quick test script
├── pyproject.toml # Project metadata & dependencies
├── uv.lock # Lock file for uv dependencies
└── README.md # You are here

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🚀 Features

• Add Expenses → Save expenses with categories, subcategories, and notes
• List Expenses → Retrieve expenses between start and end dates
• Summarize → Aggregate expenses by category (optionally filter by one category)
• Dynamic Categories → Categories are loaded live from categories.json so you can edit without restarting
• FastMCP-powered → Simple, declarative tools with zero boilerplate

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🛠 Setup & Run

1. Clone the Repository

git clone https://github.com/AbhaySingh71/Expense-tracker-mcp-server.git
cd Expense-tracker-mcp-server

2. Install Dependencies with uv

uv sync

3. Run the MCP Server

uv run main_exp.py

The server will start and wait for an MCP client (like Claude Desktop) to connect.

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🖥 Using with Claude (MCP Client)

Open your Claude Desktop configuration file (claude_desktop_config.json).

Add the Expense-Tracker MCP server under "mcpServers". Example:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": ["run", "main_exp.py"],
      "cwd": "C:/Users/abhay/Desktop/Expense-tracker-mcp"
    }
  }
}

Restart Claude Desktop.
You can now ask Claude things like:

• “Add an expense of ₹200 for Food on 2025-09-28.”
• “List all my expenses between 2025-09-01 and 2025-09-28.”
• “Summarize my expenses by category for September 2025.”

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🔍 Debugging with MCP Inspector

You can also use MCP Inspector to test this server outside of Claude.

Example:

npx @modelcontextprotocol/inspector uv run main_exp.py

This will launch the inspector UI in your browser, where you can try tools (add_expense, list_expenses, summarize) and check the resource (expense://categories) interactively.

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📬 Contributing

Pull requests and feature suggestions are welcome.
Follow the MCP design philosophy: modularity, clarity, and extensibility.

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🛡 License

Released under the MIT License.