{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_66rvn9p8nzdm","handle":"personal-finance-mcp-sanketk","url":"https://wellknown.network/agents/personal-finance-mcp-sanketk","links":{"self":"https://wellknown.network/agents/personal-finance-mcp-sanketk/record.json","html":"https://wellknown.network/agents/personal-finance-mcp-sanketk","markdown":"https://wellknown.network/agents/personal-finance-mcp-sanketk/record.md","api":"https://wellknown.network/api/v1/agents/personal-finance-mcp-sanketk","status":"https://wellknown.network/api/v1/agents/personal-finance-mcp-sanketk/status","claim":"https://wellknown.network/agents/personal-finance-mcp-sanketk/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/personal-finance-mcp-sanketk/claim.json","badge":"https://wellknown.network/agents/personal-finance-mcp-sanketk/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/personal-finance-mcp-sanketk/history","tools":"https://wellknown.network/api/v1/agents/personal-finance-mcp-sanketk/tools"},"ard":{"identifier":"urn:air::server:personal-finance-mcp-sanketk","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"personal-finance-mcp-sanketk","summary":"An MCP server for personal finance analysis- Sanket Kadam","description":"# Personal Finance MCP Server\n\nA local MCP server for exploring fictional personal-finance transactions using SQLite.\n\n## Features\n- `get_transactions`: filter transactions by date and category\n- `categorize_expense`: suggest or update an expense category\n- `monthly_summary`: income, expenses, net cash flow, category totals\n- `compare_spending`: compare spending between two months\n- Fictional sample data; no bank integration\n\n## Requirements\nPython 3.11+\n\n## Install and run\nUsing `uv`:\n```bash\nuv sync\nuv run python seed_db.py\nuv run python -m finance_mcp.server\n```\n\nUsing pip:\n```bash\npython -m venv .venv\n# Windows PowerShell: .venv\\Scripts\\Activate.ps1\n# macOS/Linux: source .venv/bin/activate\npip install -e .\npython seed_db.py\npython -m finance_mcp.server\n```\n\nThe server uses MCP stdio transport, so it is normally launched by an MCP-compatible client rather than interacted with directly in a terminal.\n\n## MCP client configuration example\nAdjust the directory to the location where you extracted this project:\n```json\n{\n  \"mcpServers\": {\n    \"personal-finance\": {\n      \"command\": \"uv\",\n      \"args\": [\n        \"--directory\",\n        \"C:\\\\path\\\\to\\\\personal_finance_mcp_server\",\n        \"run\",\n        \"python\",\n        \"-m\",\n        \"finance_mcp.server\"\n      ]\n    }\n  }\n}\n```\n\n## Tools\n- `get_transactions(start_date?, end_date?, category?, limit=100)`\n- `categorize_expense(transaction_id, category?)`\n- `monthly_summary(year, month)`\n- `compare_spending(year_a, month_a, year_b, month_b)`\n\nDates use `YYYY-MM-DD`. The demo data uses INR and is fictional. Set `FINANCE_DB_PATH` to override the SQLite file location.\n\n## Tests\n```bash\nuv sync --extra dev\nuv run pytest\n```\n\nRe-seed demo data with `python seed_db.py --reset`.","publisher":null,"homepage":null,"repository":null,"version":"0.1.2","license":null,"protocols":["mcp"],"tags":["mcp"],"pricing":null,"endpoints":[{"url":"pypi:personal-finance-mcp-sanketk","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","summary":"pypi","version":"pypi","description":"pypi"}},"derived":{"capabilities":[{"slug":"finance.banking","name":"Banking","confidence":0.825,"provenance":"derived"},{"slug":"dev.terminal","name":"Terminal & Shell","confidence":0.779,"provenance":"derived"}],"categories":["dev","finance"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"personal-finance-mcp-sanketk","registry":"pypi","observedAt":"2026-10-24T18:28:57.921Z","publishedAt":"2026-10-18T05:09:35.288450Z","latestVersion":"0.1.2"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"personal-finance-mcp-sanketk","url":"https://pypi.org/project/personal-finance-mcp-sanketk/","firstSeenAt":"2026-10-18T16:30:06.980Z","fetchedAt":"2026-10-24T18:28:02.577Z","normalizedAt":"2026-10-24T18:28:02.577Z"}]},"firstSeenAt":"2026-10-18T16:30:06.980Z","updatedAt":"2026-10-24T18:28:57.921Z"}