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tanishra

ExpenseTracker MCP Server

by tanishra

ExpenseTracker MCP Server

A production-ready Model Context Protocol (MCP) server that turns your AI assistant into a persistent personal finance manager using PostgreSQL.

This project allows Claude Desktop or any MCP-enabled agent to securely store, analyze, and export expense data using real database transactions instead of chat memory.


Related MCP server: Expense Tracker MCP Server

What Is It?

ExpenseTracker MCP is a local backend service exposing structured financial tools to AI agents.

It enables your assistant to:

  • Store expenses permanently

  • Edit and delete past records

  • Summarize spending patterns

  • Detect top spending categories

  • Generate monthly reports

  • Export data for accounting or tax use


How It Works

  1. Claude Desktop sends a tool request using MCP.

  2. ExpenseTracker MCP receives the request.

  3. The server executes the database operation in PostgreSQL.

  4. Results are returned to Claude as structured JSON.

  5. Logs are written to expense_tracker.log.

The AI never invents data — it only queries your real database.


How To Run Using uv

Install dependencies

uv add fastmcp psycopg2-binary python-dotenv

Create .env file

DB_HOST=localhost
DB_PORT=5432
DB_NAME=expense_tracker
DB_USER=expense_user
DB_PASSWORD=your_password

Start MCP server

For Testing

uv run fastmcp dev main.py

For Run

uv run fastmcp run main.py

How to connect to Claude Desktop

uv run fastmcp install claude-desktop main.py

Restart Claude Desktop


Contribution

Contributions are welcome.

  • Fork the repository

  • Create a feature branch

  • Add or improve MCP tools or documentation

  • Submit a pull request with a clear description of your changes

Available Tools

12 tools
add_expenseD
ParametersJSON Schema
NameRequiredDescriptionDefault
dateYes
amountYes
categoryYes
subcategoryNo
noteNo

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

budget_alertD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes
limitYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

daily_averageD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

delete_expenseD
ParametersJSON Schema
NameRequiredDescriptionDefault
expense_idYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

export_csvD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

health_checkD
ParametersJSON Schema
NameRequiredDescriptionDefault

No parameters

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

list_expensesD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

monthly_reportD
ParametersJSON Schema
NameRequiredDescriptionDefault
yearYes
monthYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

read_expenseD
ParametersJSON Schema
NameRequiredDescriptionDefault
expense_idYes

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

summarizeD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes
categoryNo

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

top_spending_categoriesD
ParametersJSON Schema
NameRequiredDescriptionDefault
start_dateYes
end_dateYes
limitNo

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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

update_expenseD
ParametersJSON Schema
NameRequiredDescriptionDefault
expense_idYes
dateNo
amountNo
categoryNo
subcategoryNo
noteNo

TDQS

D1/5.0
Behavior1/5

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

Tool has no description.

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

Conciseness1/5

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

Tool has no description.

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

Completeness1/5

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

Tool has no description.

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

Parameters1/5

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

Tool has no description.

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

Purpose1/5

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

Tool has no description.

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

Usage Guidelines1/5

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

Tool has no description.

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. 12 tool updates
    • First observedadd_expense
    • First observedbudget_alert
    • First observeddaily_average
    • First observeddelete_expense
    • First observedexport_csv
    • First observedhealth_check
    • First observedlist_expenses
    • First observedmonthly_report
    • First observedread_expense
    • First observedsummarize
    • First observedtop_spending_categories
    • First observedupdate_expense

TDQS

C2.1/5.0
Disambiguation4/5

Most tools have distinct purposes targeting specific expense tracking operations like adding, listing, deleting, updating, and reporting. However, 'summarize' and 'monthly_report' could potentially overlap in function if not clearly differentiated by their descriptions, creating minor ambiguity.

Naming Consistency5/5

All tool names follow a consistent snake_case pattern with clear verb_noun structures (e.g., add_expense, list_expenses, monthly_report). There are no deviations in naming conventions, making the set predictable and easy to parse.

Tool Count5/5

With 12 tools, this server is well-scoped for an expense tracking domain. The count is appropriate, covering core operations without being excessive, and each tool appears to serve a specific, justified role in the workflow.

Completeness4/5

The tool set provides good coverage for expense management, including CRUD operations (add, read, update, delete), reporting (monthly_report, daily_average), and utilities (export_csv, health_check). A minor gap might be the absence of a tool for setting or managing budgets, which could limit full lifecycle coverage.

Maintenance

ActivityInactive
ResponsivenessSyncing

Resources

Unclaimed servers have limited discoverability.

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