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MeetSolanki2260

expense-tracker-mcp-server

Expense Tracker MCP Server

A Model Context Protocol (MCP) server for tracking, categorizing, and summarizing personal & business expenses. Built with Python, FastMCP, and SQLite.

Features

  • Add Expenses (add_expense): Log date, amount, category, subcategory, and optional notes.

  • List Expenses (list_expenses): Fetch expense logs within a specified date range.

  • Summarize Expenses (summarize): Aggregated totals grouped by category (or filter by specific category).

  • Categories Resource (expense://categories): Dynamic access to preset expense categories and subcategories.


Related MCP server: Expense Tracker MCP Server

Prerequisites

  • Python 3.12+

  • uv (recommended) or pip


Setup & Running

  1. Clone the Repository:

    git clone https://github.com/<YOUR_USERNAME>/expense-tracker-mcp-server.git
    cd expense-tracker-mcp-server
  2. Install Dependencies:

    uv sync
  3. Run the MCP Server:

    uv run main.py

MCP Client Configuration

Claude Desktop Configuration

Add the following to your claude_desktop_config.json:

{
  "mcpServers": {
    "expense-tracker": {
      "command": "uv",
      "args": [
        "--directory",
        "/absolute/path/to/expense-tracker-mcp-server",
        "run",
        "main.py"
      ]
    }
  }
}

License

MIT

Available Tools

3 tools
add_expenseC

Add a new expense entry to the database.

ParametersJSON Schema
NameRequiredDescriptionDefault
dateYes
noteNo
amountYes
categoryYes
subcategoryNo

TDQS

C2.4/5.0
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations provided, the description carries the full burden of behavioral disclosure. It states the tool creates a new entry (implying mutation) but doesn't reveal whether entries are editable/deletable afterward, how duplicates are handled, whether any validations apply to fields like amount or date, or what the response confirms. For a write operation with zero annotation coverage, this is a meaningful gap.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The single-sentence description is efficient with zero wasted words. It's appropriately short for the overall tool. However, the brevity crosses over into under-specification given the 5 parameters and 0% coverage, so while concise it doesn't fully earn its brevity.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 5 parameters, 0% schema coverage, no annotations, and no output schema, the description is severely incomplete. It provides no field format guidance, no return behavior, no error conditions, and no validation rules. A more robust description is warranted for a mutation tool of this complexity.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, meaning the description must compensate for the 5 undocumented parameters. The description names 'expense entry' but doesn't explain the format of date, amount, category, or the semantics of note and subcategory beyond their schema titles. Parameters like date (expected format?) and amount (currency? negative allowed?) are entirely unexplained.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'Add a new expense entry to the database' has a clear verb ('Add') and resource ('expense entry'), establishing the tool's core purpose. However, it doesn't differentiate from sibling tools like list_expenses or summarize effectively beyond the obvious add-vs-query distinction, and it lacks any detail about what an 'expense entry' comprises.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance is given on when to use this tool versus alternatives. While the add-vs-list/summarize distinction is somewhat implicit in the name, the description doesn't state prerequisites, what category values are valid, or whether existing entries should be checked first. There are no explicit when-to-use or when-not-to-use instructions.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

list_expensesB

List expense entries within an inclusive date range.

ParametersJSON Schema
NameRequiredDescriptionDefault
end_dateYes
start_dateYes

TDQS

B3.2/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the burden of behavioral disclosure. 'Inclusive date range' clarifies boundary handling usefully, and it's implicitly a safe read. However, it doesn't disclose return format, pagination, ordering, maximum range, or filtering capabilities—gaps for a data-listing tool without annotations.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, zero wasted words, front-loaded with the main verb and object. Efficient and readable for the purpose it sets out to achieve, though brevity borders on under-specification.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The tool is simple (2 flat params, no output schema, no nested objects), so it doesn't demand a lot. The description covers the core purpose and boundary semantics. However, given 0 annotations and 0% param coverage, more detail about date format and return shape would improve completeness for an agent with no other signal source.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must compensate. It states the range is inclusive but provides no format guidance (e.g., date syntax), meaning both start_date and end_date have minimal semantics beyond their names. The inclusive-range note adds modest value, but an agent still needs to guess supported date formats.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description 'List expense entries within an inclusive date range' uses a specific verb (list) with a clear resource (expense entries) and communicates scope (date range, inclusive). It distinguishes from siblings: add_expense (a write) and summarize (aggregation) are clearly different operations, though the description doesn't explicitly differentiate.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description implies use when a date range is known, but offers no guidance on when to choose this vs summarize, how far back data is available, or edge cases like empty ranges. No exclusions or alternative tool references are given, so an agent gets limited direction on contextual selection.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

summarizeC

Summarize expenses by category within an inclusive date range.

ParametersJSON Schema
NameRequiredDescriptionDefault
categoryNo
end_dateYes
start_dateYes

TDQS

C2.4/5.0
Behavior2/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries full burden of behavioral disclosure. It doesn't state whether this is read-only, whether it includes subtotals/totals, how the category grouping behaves when category is null (all categories or ungrouped), or what the output shape looks like. For an aggregation tool, these behavioral details matter significantly.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Single sentence, zero filler. It front-loads the verb and key info efficiently. However, given the 0% schema coverage and ambiguous category parameter, some additional explanation would be justified despite the good conciseness.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness2/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

A summarize/aggregate tool with no output schema, no annotations, 0% schema coverage, and an ambiguous category parameter is under-explained. The description leaves the agent uncertain about output format, category behavior, and how it differs from list_expenses. For an aggregation tool with these gaps, more context is needed.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 0%, so the description must compensate. It explains the purpose of start_date/end_date semantically ('inclusive date range') which is useful, but the 'category' parameter is entirely unexplained—its default null and meaning (filter vs grouping key) are ambiguous. The description mentions 'by category' but doesn't clarify whether category is required for the summary, optional filtering, or how null behaves.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose3/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description states a clear verb+resource+scope: 'Summarize expenses by category within an inclusive date range.' It distinguishes from siblings (add_expense creates, list_expenses lists), and 'summarize' implies aggregation rather than raw listing. However, it doesn't explicitly name alternatives or clarify how summarize differs in output from list_expenses.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No explicit guidance on when to use this vs list_expenses. The verb 'summarize' implies grouping/aggregation, and 'by category' hints at the grouping dimension, but there's no clear when-to-use/when-not-to-use guidance or mention of alternatives. Sibling tools suggest this is meant for aggregated views, but that's only implied.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. 3 tool updatesv0.1.0
    • First observedadd_expense
    • First observedlist_expenses
    • First observedsummarize

TDQS

C2.9/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose: add_expense writes entries, list_expenses reads them by date range, and summarize aggregates them by category. There is no ambiguity between the three tools.

Naming Consistency4/5

All tools use a consistent verb_infinitive arrangement (add_, list_, summarize), though adding and listing are verb_noun patterns while summarize is less obviously named in the same convention. Minor deviation but the pattern is predictable.

Tool Count3/5

Three tools is on the thin side for an expense tracker, which typically needs update and delete operations to manage entries. The count is minimal but each tool does carry meaningful weight.

Completeness2/5

The surface covers create (add) and read (list, summarize), but lacks update and delete operations for expenses—a clear gap in CRUD coverage. Users cannot edit or remove entries, which is a significant functionality hole for an expense tracker.

Maintenance

ActivitySlowing
ResponsivenessSyncing

Resources

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Related MCP Connectors

Related MCP Servers

  • F
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    Enables users to track and manage personal expenses through natural language, including adding entries, filtering by date/category, viewing statistics, and exporting data in JSON or CSV format.
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  • F
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    Enables tracking and managing personal expenses through a local SQLite database. Supports adding, editing, deleting, listing, and summarizing expenses by category, as well as managing credit accounts.
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  • F
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    Enables tracking of personal expenses with tools to add, list, update, delete, and summarize expenses by category.
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