Personal Expense Tracker MCP Server — expenses, income, budgets & savings goals
Connect Expense to Claude, Cursor or any other MCP client and it stops being a tab you switch to. Personal Expense Tracker MCP Server — expenses, income, budgets & savings goals. The expense mcp server is what makes that connection.
Add to %APPDATA%\Claude\claude_desktop_config.json (Windows) or ~/Library/Application Support/Claude/claude_desktop_config.json (Mac):
The toolset is worth reading before you wire it up, because it tells you what the integration is really for:
expense_add — Save expense or incomeexpense_search — Filter by text, date, category, amountexpense_summary — today / week / month / year totalsexpense_delete — Delete with Pydantic confirmation promptexpense_insights — Spending patterns and top categoriesbudget_set — Set monthly category budgetbudget_list — View budgets with usage %goal_create — Create savings goalgoal_update — Add money toward goalgoal_list — View goals with progress barsnanobot — The nanobot tool exposed by this serverConfiguration is passed through the environment: DATABASE_URL, CURRENCY, DEFAULT_USER. Treat anything key-shaped as a real credential — scope it to the minimum the server needs, and rotate it if it ever lands in a shared config.
Installation goes through your MCP client rather than a global install: point it at git on PyPI and it is fetched when the client starts. The copy-paste blocks for Claude Desktop, Claude Code and Cursor are further down this page.
This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Expense's toolset — expense_add, expense_search, expense_summary and 8 more — is a fair guide to whether it matches your workflow. It is maintained by justfsl50; worth a glance at recent repository activity before you build anything load-bearing on it.
This entry was verified against Expense's own documentation before publication; SyncDev keeps the directory reviewed rather than auto-generated.
| Tool | What it does |
|---|---|
| expense_add | Save expense or income |
| expense_search | Filter by text, date, category, amount |
| expense_summary | today / week / month / year totals |
| expense_delete | Delete with Pydantic confirmation prompt |
| expense_insights | Spending patterns and top categories |
| budget_set | Set monthly category budget |
| budget_list | View budgets with usage % |
| goal_create | Create savings goal |
| goal_update | Add money toward goal |
| goal_list | View goals with progress bars |
| nanobot | The nanobot tool exposed by this server. |
{
"mcpServers": {
"expense": {
"command": "uvx",
"args": ["git"],
"env": {
"DATABASE_URL": "your-value",
"CURRENCY": "your-value",
"DEFAULT_USER": "your-value"
}
}
}
}Add to claude_desktop_config.json, then restart Claude Desktop.
| Variable | Description | Required |
|---|---|---|
| DATABASE_URL | Endpoint or connection string the server talks to. | Yes |
| CURRENCY | Configuration value read at startup. | Optional |
| DEFAULT_USER | Configuration value read at startup. | Optional |
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