Budgetsco

This MCP Server for Budgetsco enables you to manage transactions, budgeting, and financial tracking through client integrations, making it easy to connect Budgetsco finance features to your apps and assistants.

How to use

Connect your client to the Budgetsco MCP Server to manage transactions, categories, recurring entries, budgets, and currency preferences. You can perform actions like creating, editing, and deleting transactions, organizing them into categories, setting up recurring payments, tracking budget usage, and choosing currencies for international use. Use the standard MCP client workflow to browse available endpoints, fill in your Budgetsco access token, and start sending requests through the MCP client configuration.

How to install

Prerequisites: Ensure you have Node.js installed (version 22.x recommended). Check your version with node --version.

Create a working directory for the server and install dependencies.

Steps to set up the server locally:

git clone <repository-url>
cd budgetsco-mcp-server
npm install

Additional setup steps

Create a .env file in the root directory and provide your Budgetsco access token.

BUDGETSCO_ACCESS_TOKEN='your_access_token_here'

Start and run

Start the development server or run the production build using the available npm scripts.

npm run dev

Notes

Install dependencies with npm install before starting. The server exposes an MCP interface that you can connect to from your client configuration.

Additional sections

Configuration for the MCP client and environment variables is provided below. The following environment variable is required to authorize access to Budgetsco: BUDGETSCO_ACCESS_TOKEN.

Configuration

Environment variables

BUDGETSCO_ACCESS_TOKEN=<YOUR_TOKEN>

Development

Available commands to build, lint, format, test, and run the server are shown here so you can develop with confidence.

npm run dev
npm run start
npm run build
npm run lint
npm run format
npm run test

License

This project is licensed under the MIT License. See the LICENSE file for details.

Notes on usage with clients

To use this MCP server with clients, configure the MCP server entry so the client can connect and authorize with the Budgetsco access token.

Available tools

Transactions

Create, edit, and delete transactions; view history with filters; supports multiple payment modes.

Categories

Predefined and custom categories; assign categories to transactions for better tracking.

Recurring Transactions

Set up automated recurring entries; manage daily, monthly, or yearly schedules; skip or complete recurring items.

Budgeting

Create and manage budgets for different categories; monitor utilization and breakdowns.

Currency

Configure currency preferences and support for multiple international currencies.