Solvent

Dynamic MCP server exposing Solvent data to Claude with CRUD actions for expenses, incomes, categories, recurring transactions, and receipts.
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6 months ago

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3 months ago

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Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

You run a dynamic MCP server that exposes your Solvent data to Claude through generated tools. It discovers available API features at startup and creates intuitive actions like listing, creating, updating, and deleting expenses, incomes, categories, recurring transactions, and receipts. This lets you interact with your financial data in natural language while keeping the tool set in sync with your API.

How to use

After you have set up a connection, you can ask Claude to perform common financial data tasks. Examples include asking to list expenses, create a new expense, view income categories, or manage recurring transactions. The server presents tools that map to API endpoints, so your natural language prompts translate into precise actions such as listing resources, creating new items, updating existing ones, or removing entries.

How to install

Prerequisites you need before installation are Node.js (version 18 or later) and a Solvent API endpoint you can access. Follow these steps to install and run the MCP server and connect Claude.

# Install Node.js 18+ if you haven't already
# Verify installation
node --version
npm --version

# Install the MCP server globally (preferred for CLI usage)
npm install -g solvent-mcp

# Or run directly with npx (no global install)
npx solvent-mcp --token <slvt_token> --api-url https://your-solvent-domain.com

Additional configuration and startup notes

Environment variables you need to configure for the MCP server are as follows. SOLVENT_API_URL is the base URL for the Solvent API and SOLVENT_API_TOKEN is your individual MCP token.

{
  "mcpServers": {
    "solvent": {
      "type": "http",
      "url": "https://your-solvent-domain.com/api/mcp?token=slvt_your_token_here",
      "args": []
    }
  }
}

Security considerations

Your MCP token grants access to your financial data. Create tokens with the minimum required permissions and revoke tokens you no longer need from the Settings area. The token is stored locally on your device when using Claude Desktop or transmitted securely when using Claude AI.

Troubleshooting

If you encounter issues, verify that the Solvent API URL is correct and that the API server is reachable. Common problems include token mismatches, revoked tokens, or network connectivity issues. Check Node.js installation if Claude Desktop cannot start, and ensure the MCP command or URL is correctly configured in your client.

Available tools

list_expenses

List all expenses for your account.

get_expense

Retrieve a single expense by its ID.

create_expense

Create a new expense with provided details.

update_expense

Update an existing expense by its ID.

delete_expense

Delete an expense by its ID.

list_incomes

List all incomes for your account.

get_income

Retrieve a single income by its ID.

create_income

Create a new income with provided details.

update_income

Update an existing income by its ID.

delete_income

Delete an income by its ID.

list_categories

List all categories.

get_category

Retrieve a single category by its ID.

create_category

Create a new category.

update_category

Update an existing category by its ID.

delete_category

Delete a category by its ID.

list_recurrings

List recurring transactions.

get_recurring

Retrieve a recurring transaction by its ID.

create_recurring

Create a new recurring transaction.

update_recurring

Update an existing recurring transaction.

delete_recurring

Delete a recurring transaction by its ID.

list_receipts

List receipts.

get_receipt

Retrieve a receipt by its ID.

create_receipt

Create a new receipt.

update_receipt

Update an existing receipt by its ID.

delete_receipt

Delete a receipt by its ID.

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