What is Mcp Personal Finance Tracker

mcp-personal-finance-tracker is a lightweight Model Context Protocol (MCP) server designed for individuals or households to track personal finances, including expenses, income, and budget summaries.

Use cases

Use cases include tracking daily expenses, managing personal income, budgeting for household savings, and analyzing spending habits over time.

How to use

To use mcp-personal-finance-tracker, install it via PyPI using ‘pip install personal-finance-tracker’. Run the server with ‘uvx personal-finance-tracker’ or configure it in a compatible client by specifying the command and database path.

Key features

Key features include recording personal expenses and income, viewing monthly summaries and budget overviews, analyzing monthly spending trends, and a configurable database path.

Where to use

mcp-personal-finance-tracker is primarily used in personal finance management for individuals and households, not suitable for business or corporate finance applications.

Personal Finance Tracker (MCP Server)

A lightweight MCP server for tracking personal expenses, income, and budget summaries using SQLite.
This server is designed for individuals or households — not for businesses or stock analysis.

✨ Features

• 📌 Record personal expenses and income
• 📊 View monthly summaries and budget overviews
• 📈 Analyze monthly spending trends
• ⚙️ Configurable database path (DB_PATH)

📦 Installation

Install from PyPI:

pip install personal-finance-tracker

🚀 Usage

You can run the server using:

uvx personal-finance-tracker

Or configure it in a client like Cursor or other MCP-compatible tools:

{
  "mcpServers": {
    "personal-finance-tracker": {
      "command": "uvx",
      "args": ["personal-finance-tracker"],
      "env": {
        "DB_PATH": "/absolute/path/to/your/finance.db"
      }
    }
  }
}

📁 Environment Variables

The database file is created and initialized automatically if it doesn’t exist.

🧠 Prompt Behavior

This MCP server is specifically scoped for personal finance. The underlying LLM is guided to:

✅ Use these tools when:

• The user asks about daily expenses, personal income, budgeting, household savings

🚫 Avoid using for:

• Business accounting
• Stock market analysis
• Corporate finance data

📂 Project Structure

personal-finance-tracker/
├── src/
│   └── personal_finance_tracker/
│       └── main.py
├── pyproject.toml
├── README.md

📝 License

ABRMS License