Expense Tracker

Provides tools to manage expenses in a local SQLite database and expose categories via a resource.

python

0

GitHub Stars

python

Language

6 months ago

First Indexed

3 months ago

Catalog Refreshed

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

{
  "mcpServers": {
    "pk-sangameswar-mcp-expense-tracker": {
      "command": "uv",
      "args": [
        "run",
        "--with",
        "fastmcp",
        "c:\\Users\\LOQ\\Downloads\\ExpenseTracker_MCP_Server\\main.py"
      ]
    }
  }
}

This MCP server helps you track expenses locally by storing data in a SQLite database and exposing convenient tools to add, view, summarize, and manage expenses. You can operate it from an MCP client or integrate it into your workflow to keep a clear record of spending and categories across uses.

How to use

You interact with the Expense Tracker MCP Server through an MCP client. Use the provided tools to manage expenses and summaries without needing a separate database interface. Here are practical workflows you can follow:

Add an expense with a date, amount, and category. Include optional subcategory and notes for richer context.
List expenses within a date range to review recent spending or export a period for budgeting.
Generate a summary of expenses by category over a date range to understand which areas dominate your spending.
Edit or delete an expense by its identifier to correct mistakes or remove entries. You can adjust the date, amount, category, and notes.
Add credits to a user account if you are tracking prepayments or reimbursements. The default user is used if you omit a user name.

How to install

Prerequisites you need before installing the server:

Python 3.12 or newer
uv (recommended for dependency management)

Step-by-step setup using the recommended runtime tool, uv, for a smooth start:

uv run main.py

Additional setup and configuration

If you prefer manual setup without uv, you can install dependencies with pip and run the server directly.

python -m venv .venv
source .venv/bin/activate  # On Windows: .venv\Scripts\activate
pip install fastmcp
python main.py

Available tools

add_expense

Add a new expense with required arguments date (YYYY-MM-DD), amount, and category, plus optional subcategory and note.

list_expenses

List expenses between start_date and end_date to review spending over a period.

summarize

Summarize expenses by category over a date range with an optional category filter.

edit_expense

Edit an existing expense by providing id and updated fields such as date, amount, category, subcategory, and note.

delete_expense

Delete an expense by its id.

add_credit

Add credit to a user account, defaulting to the main user if no user_name is provided.