personal-finance-mcp-sanketk

# Personal Finance MCP Server A local MCP server for exploring fictional personal-finance transactions using SQLite. ## Features - `get_transactions`: filter transactions by date and category - `categorize_expense`: suggest or update an expense category - `monthly_summary`: income, expenses, net cash flow, category totals - `compare_spending`: compare spending between two months - Fictional sample data; no bank integration ## Requirements Python 3.11+ ## Install and run Using `uv`: ```bash uv sync uv run python seed_db.py uv run python -m finance_mcp.server ``` Using pip: ```bash python -m venv .venv # Windows PowerShell: .venv\Scripts\Activate.ps1 # macOS/Linux: source .venv/bin/activate pip install -e . python seed_db.py python -m finance_mcp.server ``` The server uses MCP stdio transport, so it is normally launched by an MCP-compatible client rather than interacted with directly in a terminal. ## MCP client configuration example Adjust the directory to the location where you extracted this project: ```json { "mcpServers": { "personal-finance": { "command": "uv", "args": [ "--directory", "C:\\path\\to\\personal_finance_mcp_server", "run", "python", "-m", "finance_mcp.server" ] } } } ``` ## Tools - `get_transactions(start_date?, end_date?, category?, limit=100)` - `categorize_expense(transaction_id, category?)` - `monthly_summary(year, month)` - `compare_spending(year_a, month_a, year_b, month_b)` Dates use `YYYY-MM-DD`. The demo data uses INR and is fictional. Set `FINANCE_DB_PATH` to override the SQLite file location. ## Tests ```bash uv sync --extra dev uv run pytest ``` Re-seed demo data with `python seed_db.py --reset`.